Structure Your Account in Teams
Learn how to organize your Journey Mapper account using teams for maximum collaboration and organization.
Table of Contents
Teams are the organizational foundation of Journey Mapper, providing structure for collaboration and ensuring the right people have access to the right journey maps. Understanding how to structure your account with teams will maximize your team’s effectiveness and keep your journey mapping organized.
Why Use Teams
Organizational Clarity ensures that journey maps are grouped logically by department, project, or customer segment. Rather than having all journey maps in one large workspace, teams create focused environments where related work stays together.
Access Control allows you to control who can view, edit, or manage specific journey maps. Teams provide granular permission settings that ensure sensitive customer experience data is only accessible to appropriate team members.
Collaboration Efficiency improves when team members work within focused groups rather than large, unwieldy organizations. Teams create natural boundaries that reduce noise and increase relevant collaboration.
Scalability becomes essential as organizations grow. Teams allow you to add new departments, projects, or customer segments without disrupting existing workflow or creating confusion about ownership and responsibility.
Team Structure Strategies
Department-Based Teams align with your organizational structure, creating teams for Marketing, Product, Customer Success, and Sales. Each department can focus on their specific customer touchpoints while maintaining visibility into related teams’ work.
Project-Based Teams organize around specific initiatives, product launches, or customer experience improvement projects. These teams typically have defined timelines and specific objectives related to customer experience outcomes.
Customer Segment Teams focus on specific customer types, personas, or market segments. This approach works well when different customer groups have significantly different journey patterns and requirements.
Geographic or Regional Teams support organizations operating in multiple markets or regions where customer journeys vary by location, culture, or regulatory requirements.
Hybrid Approaches combine multiple organizational strategies, such as having department teams for ongoing work and project teams for specific initiatives. This flexibility allows organizations to adapt their team structure as needs evolve.
Planning Your Team Structure
Start Simple with a basic structure that reflects your current organizational needs. You can always add more teams or reorganize as your journey mapping practice matures and your needs become clearer.
Consider Permissions when planning team structure. Think about who needs access to what information and how you want to control editing rights, administrative permissions, and viewing access across different groups.
Plan for Growth by creating a structure that can accommodate new team members, departments, or projects without requiring major reorganization. Consider how your team structure will evolve as your journey mapping practice expands.
Align with Existing Workflows to minimize disruption and ensure adoption. Your Journey Mapper team structure should complement, not conflict with, your existing organizational processes and communication patterns.
Team Collaboration Best Practices
Clear Naming Conventions help team members quickly understand team purpose and scope. Use descriptive names that indicate department, project, or customer segment focus.
Defined Roles and Responsibilities ensure team members understand their permissions and expectations. Establish clear guidelines for who can create, edit, and manage journey maps within each team.
Regular Review and Cleanup keeps teams organized and relevant. Periodically review team membership, archive completed projects, and adjust structure as organizational needs change.
Cross-Team Visibility allows teams to learn from each other’s work without compromising security or creating confusion. Consider which journey maps should be visible across teams and which should remain private.
Next Steps
Once you understand how to structure your account with teams, you’re ready to create your first team and start building the collaborative foundation for effective journey mapping.