Team Basics: Create and Configure Teams
Learn how to create teams, add details, and configure basic settings for effective collaboration.
Table of Contents
Creating and configuring teams properly sets the foundation for effective journey mapping collaboration. This guide walks you through the essential steps to set up teams that work for your organization.
Creating Your First Team
Creating a team in Journey Mapper takes just a few clicks and provides immediate access to collaborative journey mapping features. Navigate to your dashboard and click the “Create Team” button to begin the setup process.
Team Name and Description should clearly communicate the team’s purpose and scope. Choose names that team members will easily recognize and understand, such as “Product Experience Team” or “Customer Onboarding Project.” Add a description that explains the team’s focus and objectives.
Team Visibility Settings control who can discover and request access to your team. Public teams appear in organization directories and allow anyone to request membership. Private teams remain hidden and require direct invitations from team administrators.
Essential Team Configuration
Team Settings define how your team operates and collaborates. Set your preferred time zone for meeting scheduling and deadline coordination. Choose default journey map permissions that will apply to new journey maps created within the team.
Workspace Customization allows you to tailor the team environment to your workflow needs. Upload a team logo or icon for easy identification in your workspace. Choose color themes that help team members quickly identify team-specific content.
Integration Preferences connect your team to external tools and data sources. Configure connections to analytics platforms, customer databases, or project management tools that will enhance your journey mapping with real customer data.
Adding Team Details
Purpose and Objectives help team members understand their role and the team’s goals. Document what customer experience areas the team focuses on, what success looks like, and how journey mapping supports broader business objectives.
Team Guidelines establish expectations for collaboration, communication, and journey map quality. Include standards for naming conventions, update frequencies, and review processes that ensure consistency across team projects.
Resource Links provide quick access to relevant documentation, style guides, customer research, or external tools that team members need for effective journey mapping.
Team Member Roles
Team Administrators have full control over team settings, member management, and journey map permissions. They can invite new members, adjust team configuration, and manage access to sensitive customer experience data.
Team Editors can create, edit, and delete journey maps within the team workspace. They have full collaboration rights but cannot change team settings or manage member permissions.
Team Viewers can access and comment on journey maps but cannot make changes to journey content. This role works well for stakeholders who need visibility into journey mapping work without editing rights.
Guest Contributors have temporary access to specific journey maps or projects. This role supports external consultants, partners, or cross-functional collaboration without full team membership.
Team Workspace Organization
Journey Map Categories help organize your team’s work into logical groups. Create categories for different customer segments, journey phases, or project types that make sense for your team’s focus area.
Template Libraries provide starting points for common journey mapping scenarios. Develop team-specific templates that capture your organization’s unique customer touchpoints and journey patterns.
Shared Resources centralize customer research, persona information, and experience guidelines that inform journey mapping decisions. Keep these resources easily accessible to all team members.
Collaboration Features
Real-time Comments enable asynchronous collaboration and feedback collection. Team members can leave context-specific comments on journey maps, touchpoints, or regions that promote productive discussion and iteration.
Version History tracks all changes to journey maps with automatic timestamps and editor identification. Teams can review evolution of journey maps over time and revert to previous versions if needed.
Activity Feeds keep team members informed about recent changes, new journey maps, and team activity. Configure notification preferences to stay updated without overwhelming team members with alerts.
Team Performance and Analytics
Usage Metrics show how actively your team uses Journey Mapper and which features drive the most value. Track journey map creation rates, collaboration frequency, and member engagement levels.
Quality Indicators help teams maintain high standards for journey mapping work. Monitor completion rates for journey map sections, comment resolution, and adherence to team guidelines.
Impact Measurement connects journey mapping activity to business outcomes. Track how journey map insights translate into customer experience improvements and business results.
Next Steps
With your team created and configured, you’re ready to start building journey maps that capture and improve your customer experience. Learn how team members can work together to manage and optimize team settings over time.