If you're working with others in Convrt, you probably want to move fast without dealing with a mess of permissions, confusion, or accidental changes. This guide is for people who want their team to actually get work done—without spending half the day in settings menus. Whether you’re setting up your first team or trying to wrangle permissions after things got out of hand, here’s how to do it right.
1. Know What Convrt Can (and Can’t) Do for Teams
First off, Convrt (see convrt.html) is built for collaboration, but it’s not trying to be everything to everyone. You get a handful of roles, some clean sharing options, and a decent audit trail. If you’re expecting super-fine-grained permissions or enterprise-level controls, you’ll probably be let down. But for small to medium teams, it covers the basics well.
What works: - Easy team invites and onboarding. - Simple roles (usually Admin, Editor, Viewer). - Clear activity tracking. - Quick sharing for projects or assets.
What doesn’t: - You can’t set custom, per-project permissions (it’s all or nothing per user). - No advanced approval workflows out of the box. - Role options are fixed—no custom roles or policies.
Bottom line: Don’t overcomplicate it. Use the tools Convrt gives you, and fill in any gaps with clear team communication.
2. Step-by-Step: Setting Up Your Team in Convrt
Step 1: Create or Access Your Workspace
Everything starts with a workspace. If you’re the first person signing up, you’ll create it during onboarding. If you’re joining an existing setup, make sure you’re in the right workspace (check the top-left dropdown in the dashboard).
Pro tip: If your organization has multiple teams or clients, keep workspaces separate. It’s cleaner and avoids cross-team confusion.
Step 2: Invite Your Team Members
- Go to the “Team” or “Users” section (label might vary).
- Click “Invite User” or the plus (+) button.
- Enter email addresses. You can usually invite several people at once.
- Assign a role to each invitee (see next step).
Things to watch out for: - Make sure you’re inviting folks to the correct workspace—there’s no “undo” if you send it to the wrong place. - Invites expire after a set period (usually 7 days). If someone misses theirs, you’ll have to resend.
Step 3: Assign Roles Wisely
Convrt keeps it simple. The standard roles are:
- Admin: Can do everything—add/remove users, change billing, delete stuff. Don’t make everyone an Admin.
- Editor: Can create and edit projects, but can’t manage team settings or billing.
- Viewer: Can see things, but can’t change anything.
Honest advice: Only give Admin access to people you trust not to break things (or delete your work). For most teams, one or two Admins is plenty. Editors are your main contributors. Give Viewer access to execs, clients, or anyone who just needs to keep tabs.
What to ignore: There’s no point in giving everyone max permissions “just in case.” It’ll bite you when someone accidentally deletes a project. If you’re not sure, start them as a Viewer—they can always be bumped up.
Step 4: Organize Projects for Collaboration
Convrt organizes work into projects or folders (depends on your setup). Here’s how to keep things tidy:
- Name projects clearly—avoid “Test” or “Untitled.”
- Use folders for major clients or campaigns, not for every little thing.
- Don’t create more structure than you need. Over-organizing just slows people down.
Pro tip: If you’re working with outside collaborators (freelancers, agencies), create a separate folder or project for them. It keeps things clean and you can revoke access easily later.
3. Managing Permissions: The Right Way
Changing User Roles
Mistakes happen—someone gets promoted, or you need to demote a rogue editor. Here’s how:
- Go to the “Team” section.
- Find the user.
- Click the role next to their name and pick the new one.
Changes take effect immediately. If you’re downgrading someone from Admin, make sure at least one Admin remains, or you could lock yourself out of critical settings.
Removing Users
If someone leaves the team, remove them ASAP:
- In the “Team” area, find the user.
- Click the three dots or “Remove” button.
- Confirm.
Their access is cut off instantly. Their work usually stays in the workspace, but check before you remove someone who “owns” lots of assets—sometimes you’ll need to reassign ownership.
Sharing Projects
You can share projects directly with other users:
- Use the “Share” button in a project.
- Choose who can view or edit.
- For external folks, you might be able to share a link (depends on your plan).
Heads up: Shared links can be risky—anyone with the link might get access. Use this feature sparingly, especially for sensitive work.
4. Keeping Things Secure and Sane
Permissions are only as good as your team’s habits. Here’s what actually works:
- Audit regularly: Every few months, check who’s got access. Remove anyone who shouldn’t be there.
- Be careful with Admins: More Admins = more risk. Keep the circle tight.
- Communicate: If you change someone’s role or access, let them know. Surprises lead to confusion.
- Don’t share passwords: Obvious, but still happens. Every user should have their own account.
If you need more control (like audit logs or SSO), Convrt’s higher-tier plans might have it—but don’t expect miracles. For anything beyond basic access control, you’ll need to supplement with team policy and common sense.
5. Common Questions and Honest Answers
Can I set permissions on individual files or assets?
Nope—not right now. Permissions are set at the user and sometimes at the project level. If you need super-fine control, Convrt’s probably not the tool.
What happens if I accidentally remove someone?
They lose access immediately. If you want them back, you’ll have to re-invite them. No harm to existing work, but ownership issues might pop up.
Can I bulk-manage users?
Convrt is fine for small teams, but if you’re managing dozens or hundreds of users, it’s going to get tedious. There’s no bulk upload or CSV import for team members (at least not in most plans).
Are there activity logs?
There’s a basic audit trail—who did what and when—but don’t expect in-depth reporting or export options.
6. Pro Tips for Smooth Collaboration
- Set up a welcome doc: When you invite new users, share a short doc or video explaining how your team works in Convrt. It saves a ton of questions.
- Limit the number of projects: More isn’t better. Too many projects just create clutter.
- Review permissions quarterly: Treat it like spring cleaning.
- Don’t be afraid to ask for help: If something’s not working, Convrt’s support is usually responsive. Just don’t expect custom features.
Keep It Simple—And Iterate
Don’t let permissions and team setup slow you down. Start simple: invite your team, pick sensible roles, and keep your workspace organized. You can always tweak things later. Most headaches come from overthinking or trying to force Convrt to do things it wasn’t built for. Set it up, get your team working, and adjust as you go. That’s where the real collaboration happens.