Workspace settings
How to create a new workspace
Create a new workspace when you want a separate space for a different team, company, client, or project. Before you start You must be signed in to Visily to create a workspace. How to create a new workspace In Visily, click your current workspace ...
How to switch between workspaces
Switch between workspaces when you need to access boards, folders, projects, or settings that belong to a different workspace. Before you start You can switch only to workspaces that you are a member of or have access to. Some workspaces may have ...
How to leave a workspace
Leave a workspace when you no longer need access to its boards, folders, projects, or workspace content. Before you start Any workspace member can leave a workspace. If you are the Workspace Owner, you must transfer ownership to another workspace ...
How to delete a workspace
Delete a workspace only when you no longer need the workspace, its boards, folders, members, and workspace-level settings. Before you start Only the Workspace Owner can delete a workspace. Deleting a workspace is permanent and affects everyone who ...
How to manage billing and plans for your workspace
Use Billing & Plans to review and manage your workspace subscription, billing cycle, licenses, payment settings, invoices, and plan changes. Before you start Only Workspace Owners and Workspace Admins can access billing settings and manage the ...
How to manage license requests in your workspace
Use License Requests to review and manage requests for licensed workspace roles, such as Workspace Editor or Workspace Admin. Before you start Only the Workspace Owner and Workspace Admins can manage license requests. Workspace Owners, Admins, and ...
How to manage members and guests in a workspace
Use the Members & Guests in the Workspace settings to review who has access to your workspace and manage their roles, licenses, and access. Before you start Only the Workspace Owner and Workspace Admins can manage workspace members and guests. The ...
Workspace settings overview
Use Workspace settings to manage your workspace information, members, plan, security, and other workspace-level options. Before you start The tabs and actions available in Workspace settings depend on your workspace role and plan: Workspace Owner and ...
How to set up your Company Domain
Set up Company Domains to help coworkers with the same company email domain discover and join your workspace more easily. You can also use company sharing settings to control how they access shared boards and folders. Before you start Only Admin ...
How to create and manage Custom Teams in your workspace
Custom Teams help you organize workspace members into separate teams and control who can access specific boards and folders. Before you start Custom Teams are available on the Business plan. The Team space in Business plan is called Teams. Any Custom ...
How to use Workspace Library to manage workspace assets
Use Workspace Library to store and manage reusable assets for your workspace, such as themes, templates, images, and custom fonts. Before you start Workspace Library is available on the Pro and Business plans. Workspace Library assets can be used ...
Set up SAML SSO with Google SSO
This article explains how to set up SAML SSO with Google SSO for your workspace in Visily. This allows members to sign in to Visily using their Google SSO credentials. Before you start Before setting up SAML SSO with Google SSO, make sure that: You ...
Set up SAML SSO with Okta
This article explains how to set up SAML SSO with Okta for your workspace in Visily. This allows members to sign in to Visily using their Okta credentials. Before you start Before setting up SAML SSO with Okta, make sure that: You have administrator ...
Set up SAML SSO for your workspace
Single Sign-On (SSO) allows users to log into multiple applications or websites using a single identity provider (IDP). The Security Assertion Markup Language (SAML) is a widely used standard for managing authentication and access. This article ...