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Managing VIM Cloud Organizations

When you create a VIM Cloud account, you are assigned a default organization, of which you are automatically a member. VIM Cloud organizations enable you to share projects and reports with other members, and work collaboratively to update projects and reports.

There are two types of users within an organization:

  • Admin users have access to all VIM Cloud features.
  • Members are limited to viewing projects and working with reports.

(need info here: what are the options for plan types--Free vs Enterprise)

Adding Users to an Organization​

As an Admin user, you can add Members to an organization. You can view your access permissions on the VIM Cloud Members panel.

  1. On the VIM Cloud dashboard, go to the Members panel.
  2. Click Invite at the top-right of the panel.
    Invite
  3. In the Invite Team Members dialog, add the email address(es) of those you want to add to your organization. Depending on the number of seats available in your plan, you can add additional emails by clicking Add Another Email.
  4. Click Send Invites. Email invitations will be sent to each of the email addresses you entered.
    Invite Members

Accepting an Invitation​

If you receive an email inviting you to join an organization and are new to VIM Cloud, complete the steps below. If you already have a VIM Cloud account, you can change organizations from the the Profile icon at the top-right of the VIM Cloud Dashboard, under Your Organizations.

  1. In the email you received, click Accept Invitation.
  2. In the VIM Sign In dialog, click on Create an account.
    Create account
  3. In the Create your account dialog, type your Email Address and then click Verify Email. A verification code will be sent to your email address.
  4. In the Create your account dialog, verify your Email Address is correct, type the Verification Code that was sent to your email account, and then click Verify Code.
  5. In the Create your account dialog, type a New Password, type your password again in the Confirm New Password field, and then click Create.

Leaving an Organization​

  1. On the VIM Cloud dashboard, click the Profile icon at the top-right and choose Account Settings.
  2. In the account settings dialog, go to the Organizations panel.
  3. Click Leave beside the organization from which you want to leave.
  4. In the Leave the organization dialog, type the Organization Name, and then click Confirm.

Adding a New Organization​

If you are an Admin user, you can add additional organizations.

  1. On the VIM Cloud dashboard, click the Profile icon at the top-right and choose Create new organization.
  2. In the Intercom chat window, send us a message requesting a new organization.

Upgrading Your VIM Cloud Plan​

You can upgrade your Free VIM Cloud plan to a Pro plan. If you have a Pro plan, you can add additional seats or projects if required.

Contact us via the intercom button to make changes to your VIM organization.

Getting Started with VIM Cloud
Creating VIM Cloud Projects Working with Templates
Working with VIM Files