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Managing your Prezi team

Putting a team together? Prezi allows you to manage your team online through the admin console. If you’re an assigned team admin, you can add or remove team members and manage your team’s licenses.

Learn more about getting your team on Prezi! This short 15-minute on-demand video gives you everything you need to know about a Prezi team license for your team(s) or company.

Getting started with your team account

Sign in to your Prezi account online, then click on your name in the top right corner and select Admin console from the popup window. If you don’t see the Admin console option, then you’re not a team admin.

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Pro Tip: Every team in Prezi must have at least one admin. You can check the name of your admin on your Account Settings page under the “Settings Overview” and “License” sections.

Managing licenses

Select which team you'd like to view and click Manage. Here, you can see and edit the status of your Prezi team licenses and the current members on your team. 

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Adding team members

You can invite others to join your team by sending an invitation to the email address associated with their Prezi account. Simply, type the email address of the person you’d like to add to your team, then click Invite. You’ll then see a message that the invitation was sent, and the number of remaining licenses will automatically update.

After sending the invitation, the user’s membership status remains “pending” until it’s accepted. You can resend the invitation or remove the license at anytime.

Note: If you invite someone that is already part of a different team, you’ll see an error message. Notify the user and resend the invitation after they leave the other Prezi team.

Assigning and removing admin rights

To give admin rights to another team member, find the user you want to assign as an admin, click the arrow next to Member and select Team admin. To revoke admin rights, simply come back here and select Member.

Note: Your team must have at least one admin. This means you cannot remove the last admin without assigning administrative rights to another user.

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Pro Tip: It’s helpful to have more than one admin on your team in case an admin is unavailable or out of the office.

Removing team members

Find the user you want to remove from your team and click Remove. You’ll see a pop-up giving you the option to transfer presentations from that member’s account to another team member.

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Click the arrow next to Choose a team member and select who you’d like to transfer the presentations to. Then, click Remove team member. Once you remove someone from the team, the number of available licenses will automatically update.

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Exporting as CSV

You can download your team information in the form of a CSV file containing the name, email address, current role and status (member/admin/invited etc.), and the registration date and time of each member by clicking Export as CSV at the top of the list of members.

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Downloading your team's invoices

As a team admin, you can review all your team's payments towards Prezi and download the invoices from the Billing tab in the left sidebar. Click Download invoice under Previous invoices to export the invoice in PDF format.

Privacy and analytics settings

Team admins have the ability to set privacy and analytics preferences for the entire team from the "Settings" tab of the Admin Console. 

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Track presentation views

You, as an admin can allow your team members to monitor the number of views presentations receive.

Require viewer name and email

This allows admins to control whether or not team members can ask for contact details (name and email) for the recipients of presentation view links. 

Set presentations to public

This option controls the privacy level of new presentations created by team members. If disabled, all newly created presentations will be private by default. 

Note: Setting team privacy only applies to presentations created after this option is enabled or disabled. Any presentations created beforehand are not affected.

 

Downloading team presentations as CSV file

Click the Download CSV button to see a list that includes all of the presentations created by your team, their title, privacy level, and link. 

Security and contact email

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Allow team members to invite others to the team

As long a there are available seats left, all team members can send out invites if this feature is enabled. 

Session timeout limit

You can set a time limit so that inactive team members get logged out automatically after a certain period of time.

Enabling SAML SSO

Single-sign on (SSO) is an authentication method allowing users to log into multiple resources using one set of credentials. Prezi features SAML SSO that significantly improves the ease and security of User Management for your team. To learn more about setting up SAML SSO for your team, please read this article.


Create a group admin email

You can set up an email address you want your group to use when contacting the admin. When this feature is disabled, an admin email will be chosen automatically.

For additional questions, or to purchase more licenses for your team, contact us at successteam@prezi.com. You can also send us a message from the “Support” section of your admin console.

Pro Tip: Our customer success team offers a series of videos and training sessions to help get your team up and running. Check out one of our on-demand courses or contact your account manager.
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