Overview

What is Team Management?

Team Management is a collection of features dedicated to organizing Intuiface users and managing their access to licenses and project assets. It includes and exceeds the functionality of today's primary and secondary accounts, and sets the stage for introducing role-based access control (RBAC).

Team Management's advanced capabilities are exclusive to Platform Enterprise customers and prospects in the midst of a 28-day Trial (which is always at the Platform Enterprise level). Platform Essential and Premier customers will notice UI and naming changes, but no functional changes.

Reviewing the glossary below will help you to understand the enhancements introduced by Team Management.

Availability and Entitlement

When and how will Team Management become available?

Team Management will be introduced on 13-May-2025 and launched with the synchronized release of Composer 7.6, Player Classic 7.6, and Player 8.1.

How does Platform tiering affect functionality?

• Platform Essential will be feature-equivalent to existing (soon to be legacy) functionality.
• Platform Premier will be feature-equivalent to existing (soon to be legacy) functionality.
• Platform Enterprise and Trial prospects will be entitled to the new, advanced capabilities described below.

Do I have to use Team Management?

No, all Intuiface accounts that exist prior to the release to Team Management - including Trial accounts - will find themselves in what is called Legacy Mode, which preserves the functionality you are familiar with.

In Legacy Mode

• Platform Essential: No access to the new Users Dashboard or Accounts Dashboard.
• Platform Premier, Platform Enterprise, Trial: No access to the new Users Dashboard. The new Accounts Dashboard will be accessible. It has a list of all of your secondary accounts, as well as the ability to create new secondary accounts and remove existing secondary accounts.

Existing Platform Enterprise customers and Trial prospects must choose to activate the advanced Team Management capability. Platform Essential and Premier must upgrade to Platform Enterprise to gain access to advanced Team Management capability.

Do I have to upgrade to my Composer or Player versions?

Upgrading Composer and Player is only mandatory if you have a Platform Enterprise account or an active Trial and wish to use the new Team Management features.

How do I activate Team Management?

When Intuiface launches Team Management, the My Secondary Accounts page on the My Intuiface website will be renamed and redesigned as an Accounts page. This page will be functionally equivalent to the legacy My Secondary Accounts page. At the top of the "Accounts" page will be a graphic promoting the ability to upgrade to advanced Team Management capability.

For Platform Enterprise accounts and Trial prospects, click the "Activate Team Management" button.

For Platform Essential and Premier, click the "Upgrade" button.

As an Enterprise customer, could I ever roll back to legacy functionality once I activate Team Management?

No. Once you've activated Team Management, you cannot go back.

Will Legacy Mode be available to Platform Enterprise or Trial organizations created after the launch of Team Management?

No. Platform Enterprise and Trial organizations created after the launch of Team Management will not be able to use Legacy Mode.

Team Management vs. Legacy Functionality

What are the main differences between Team Management and legacy functionality for Platform Enterprise and Trials?

These differences apply to Platform Enterprise customers and Trial users. See below for information about the limits placed on Platform Essential and Platform Premier.

• Legacy: There is a 1:1 relationship between email addresses and accounts, which means each user has their own account.
  Team Management: Each account can have an unlimited number of users, each user with a unique email address. A user can be a member of multiple accounts (or no accounts at all).
  
• Legacy: A primary account can have one or more secondary accounts. The primary account owner controls and manages all license and project access for the secondary accounts. Secondary accounts with product licenses can create, edit, deploy, and manage experiences.
  Team Management: An organization, created when a Trial is started or a Platform subscription is purchased, is comprised of one or more accounts. The original account in an organization is the primary account; all purchased licenses are assigned to that account. An organization's owner and admins can create additional accounts, invite users to those accounts, and assign licenses and experiences to those accounts.
• Legacy: There is no notion of user roles.
  Team Management: Three roles are introduced: Owner, Admin, User. The Owner role is assigned to the creator of a Trial or purchaser of a Platform subscription, granting control of an organization. The Admin role is assigned by an owner or other admins to users, granting them organizational control similar to that of the owner (admins cannot purchase licenses). The User role is the default role for any member of an organization who does not have the Owner or Admin role.
• Legacy: To share an experience with or loan a license to another account, use that account's email address.
  Team Management: To share an experience with or loan a license to another account, use the destination account's Sharing ID, which is a combination of the account's ID and its organization's ID. For example, the account "Client C" in the organization "Super Creative Agency" has a sharing ID of super-creative-agency/client-c.

Does Team Management still have a concept of Primary and Secondary Accounts?

Yes, although the implementation has been enhanced. For Platform Premier and Enterprise organizations, the original organization account is the primary account; additional organization accounts can be considered secondary accounts.

• In Platform Premier organizations, those additional accounts are limited to one user in addition to the organization owner. This is identical to how access worked with Secondary accounts.
• In Platform Enterprise organizations, each account can be accessed by multiple users, as well as by the organization's owner and all of its admins.

Organization owners and admins can loan licenses to and share experiences with any other account in their organization. Experiences can also be shared with accounts in other organizations.

What are the Team Management limitations for Platform Essential?

Platform Essential organizations are limited to a single account, and that account is limited to a single user, the owner of the organization. The Admin role is not available.

What are the Team Management limitations for Platform Premier?

Platform Premier organizations can create multiple accounts. Each account is limited to a single user, and a user can only be associated with a single account. The Admin role is not available.

NOTE: Platform Premier accounts do gain one advantage. With Team Management, Premier organizations can remove or swap account users without having to kill the account itself. It is possible, for example, for Premier organizations to have multiple accounts with no users, using each account to organize a particular set of projects.

Have any capabilities been lost with the introduction of Team Management?

• Logging into Composer with a license key is no longer supported. You must log in with your User ID and Password.

What happens to accounts with perpetual licenses?

Perpetual Composer and Player licenses only work with Version 6 software.

Version 6 software will work with Legacy Mode.

Version 6 software will work with Team Management if none of the value-added features introduced to Platform Enterprise are used. If any of the following features are used, authentication for perpetual Composer and Player licenses will fail to work.

• Adding more than one user to the same account
• Permitting a user to access more than one account
• Granting account access to a user who is already a member of a different organization
• Granting the Admin role to any user

For Platform Enterprise and Trial prospects, how will user and account management work if Team Management is not activated?

Without activating advanced Team Management features, Platform Enterprise and Trial prospects will have access to Legacy Mode: one organization with multiple accounts, each account limited to a single user, no Admin role, and no ability for a user to access more than one account.

Glossary

Account

A collection of licenses, experiences, and all associated content, like Analytics data, plus a list of users with access to this material. The Owner and Admins of an organization determine which licenses, experiences, and content are assigned to a given account and which users are granted access to that account.

Admin (role)

A role assigned to a user by the owner of an organization. Admins have the same abilities as the owner except for the ability to purchase licenses.

Organization

Created when a Platform subscription is purchased or a Trial is started. A new organization contains a single account named "Primary", and all purchased licenses are placed into this original account. (The "Primary" name can be changed.)

Owner (role)

The purchaser of a Platform subscription. That subscription creates an organization with a single account, and the purchaser becomes the organization's owner. Owners can create additional accounts, grant users access to accounts, assign the Admin role to users, and assign licenses and experiences to accounts.

Sharing ID

The name of an account when targeted with a shared experience or a loaned license. It's a combination of the account's ID and its organization's ID. For example, the account "Account1" in the organization "Org1" has a sharing ID of Org1/Account1. Account and organization IDs are automatically created by Intuiface, using their respective names.

User (role)

Any invited member of an organization who has not been assigned the Admin role. User profiles are created when a person with a unique email address registers their profile with Intuiface. Users can be granted access to multiple accounts across any number of organizations. However, you need Platform Enterprise to assign users to more than one account.