Welcome to Canva for Work! We are super excited to have you on board!
To help you make the best out of Canva for Work, we’ve put together this guide to help you get acquainted with some of the important processes in Canva for Work.
We’ve also shared some of the best practices we’ve identified from our users. Have a different way of going about things? Feel free to go your own way and share it with us!
In smaller design teams members usually wear many different hats, so often it makes sense to give team members a higher level of permission, such as a template designer.
To do so, simply invite everyone on your team to your Canva for Work account and assign them the template designer user role. This will give everyone in your team access to your team templates and brand kit.
Sharing designs with your team
As you know, designs that have been shared with your whole team can be found in the Team Stream. After using Canva for Work for a few months, you may accumulate a large number of designs and finding the one you need in your Team Stream may not be as simple.
To get around this, ask that your team members create and label folders and place any design work they will need to share in them. Be sure to remind them to share the folder after they’ve placed any design work in it.
If they need further information on how to do so, be sure to refer them to the section in this article on folders.
In small team settings, we recommend that you assign the user role of administrator to at least 2 individuals. This way, if one of the members with all of the keys to the kingdom is away, you’ll have another to help your team access features not readily available to members or template designers.
Sharing designs with a subset of your team
If you or any other team member needs to share work with only a few members of your team, create a new folder and place the work you need to share in it. Share this folder only with the individuals you need to by entering their emails in Share With a Team Member field.
Using Canva for Work as a Visual Archive
These days, with so many different social media platforms, the amount of creative material you produce can get hard to keep track of.
However, you can use Canva for Work to store and keep track of everything you’ve created. Create a folder for past campaigns, old social media posts, or anything else you create. If you ever need to reference or access it again, it will be readily available within your dashboard.