Here's a comprehensive guide for admins and owners of a Teams or Enterprise account. Your workspace settings is where you can manage your workspace branding, members, and billing. You can access your Workspace settings by following these steps:
-
Click on your Workspace name/logo in the top right
-
Click on Workspace settings.
Brand
The Brand section lets you customize your WeTransfer account to match your brand. Here, you can:
Change your workspace name and icon
These are the names and icon that will be visible to all visitors to your profile page. Click on Save changes to save your edits.
Edit your page
Here you can edit:
- Your Page title: it will be pre-filled with your workspace name, but you can change it to whatever you prefer
- Your WeTransfer URL: Once you’ve chosen a new URL, your page will be updated right away. The URL you choose must not already be in use by another account. Once you create a new custom URL, the old domain will become available immediately. If this happens, you won’t be able to revert to your old URL anymore. Learn more.
Wallpapers
You can put your brand front and center by uploading up to 5 rotating videos or images. Learn more.
Customize your emails
Set a customized background that will be shared amongst the members of your workspace with the idea of having a consistent theme for your WeTransfer's branded account. For best results, your image should be 1600 x 800 pixels (or we'll crop it to fit), and of a maximum 3MB size. Learn more.
Add social links
Here, you can add your social logins to your custom backgrounds to connect with your online audience. Learn more.
Plan and payment
Here's where you can manage your subscription plan and billing information.
If you signed up for a Teams plan, on this page you can:
- Manage your subscription. By clicking on Manage plan, you can cancel your subscription. If you cancel, your plan will automatically expire at the end of the ongoing billing period and won't renew. Learn more. You can also see your subscription details by clicking on Plan details.
- Edit your billing information and payment details: here's where you change your payment method and billing address.
- Download your receipts: easily see and download your recent receipts.
If you signed up for an Enterprise custom solution through our Sales team, here's where you can reach out to your dedicated account manager, who will be happy to answer any questions or doubts you may have, and support you with managing your plan.
Members
Here's where you can manage your workspace members.
Add a new member
You can add a new member by sending an invitation: simply insert their email address and click on Send invite.
When you send an invite to someone, they will receive an email notification containing a link that will allow them to accept the invite.
You will also receive a confirmation email once someone has accepted the invitation to join.
Please note:
If you signed up for a Teams plan via our self-service flow, inviting new members will cost you an additional fee equal to your own subscription fee. If someone joins partway through a billing period, you will be charged pro-rata.
If you signed up for an Enterprise custom solution, your next invoice will be updated reflecting the updated cost for the added seats.
Revoke an invitation
You can always revoke (or resend) an invitation should you change your mind. To revoke an invitation, follow these steps:
-
Click the 3 dots (...) next to name of the member you'd like to revoke the invitation for
-
Click Revoke.
Remove a member
To remove a member from your team, follow these quick steps:
-
Click on the ellipsis (...) next to their name, then select Remove from the drop-down menu.
-
Confirm your decision in the pop-up window and you are done!
In case you remove a member the fees associated with this member will be refunded as a deduction on your next invoice (on a pro-rata basis).
Change a member's role
As an admin or owner, you can change your team member's roles. Doing so is quick and easy:
- Click on the dropdown next to the member's role
- Select their new role from the dropdown menu: you can choose whether to switch them from member to admin or vice-versa.
Member | Admin | Owner | |
Transfers visibility | Only sent and requested by them | Transfers sent by any members or admins | Transfers sent by any members or admins |
Workspace settings and branding | ❌ | ✅ | ✅ |
Manage billing | ❌ | ✅ | ✅ |
Add and remove members | ❌ | ✅ | ✅ |
Please note: While it's possible to have more than one admin, a workspace account can have only one owner. To change the account owner, please reach out to our Support team.
SSO and SCIM
SSO and SCIM are available for Enterprise users only. If you'd like to know more, don't hesitate to request a quote to our Sales team.