Manage Teams: Settings and Members

Effective team management ensures your Journey Mapper teams remain organized, secure, and productive as they grow and evolve. This guide covers essential management tasks for team administrators.

Team Management

Creating effective teams starts with proper setup and clear role definitions. Creating a Team involves accessing your Account Settings, clicking Teams in the sidebar, clicking Create New Team, entering team name and description, and choosing your team plan (Pro, Pro Plus, or Lifetime).

Inviting Team Members streamlines onboarding. Navigate to your team dashboard, click Invite Members, enter email addresses, choose roles (Admin, Editor, or Viewer), and click Send Invitations. The system handles delivery and account creation automatically.

Team Roles provide precise access control. Admins have full access to all team features, can invite and remove team members, manage billing and subscriptions, and delete team journeys. Editors can create and edit journey maps, share journeys with team members, export journey maps, but cannot manage team settings. Viewers can view all team journey maps, leave comments on journeys, but cannot create, edit, or export journeys.

Real-time Collaboration

Collaborative Editing enables seamless teamwork. Multiple team members work on the same journey map simultaneously with live cursors showing where others are working, real-time updates appearing instantly for all collaborators, automatic conflict resolution handling competing changes, and version history tracking changes with revert capabilities.

Comments and Feedback facilitate targeted communication. Leave feedback directly on journey maps by clicking anywhere on the canvas, pressing C or clicking the comment icon, typing your comment, tagging team members using @username, and clicking Post Comment.

Notifications keep everyone informed through email notifications for mentions and comments, in-app notifications for journey updates, daily digest of team activity, and customizable notification preferences.

Sharing Journey Maps

Internal Sharing optimizes team access and permissions. Share journey maps with your team by opening the desired journey map, clicking the Share button, choosing Team Access, selecting specific team members, and setting permissions (View, Edit, or Comment). This granular control ensures appropriate access levels for different team members.

External Sharing extends collaboration beyond your organization. Share journey maps with clients or stakeholders by clicking the Share button, choosing Public Link, setting access level (View only or Comment), copying the generated link, and sharing via email or other channels.

Password Protection secures sensitive journey maps. Enable Password Protection in share settings, set a custom password, and share the password separately with authorized users to maintain confidentiality and control access.

Version Control

Automatic Versioning provides comprehensive change tracking. Journey Mapper automatically saves versions with auto-save every 30 seconds, manual saves via Ctrl+S (or Cmd+S on Mac), accessible version history anytime, and restore points to revert to any previous version.

Version Comparison enables detailed change analysis. Compare different versions by clicking Version History in the toolbar, selecting two versions to compare, viewing side-by-side comparison, seeing highlighted changes, and restoring to any version if needed.

Team Templates

Shared Template Library accelerates team productivity. Create templates for your team by creating a journey map, clicking Save as Template, choosing Team Template, adding description and tags, and making available to all team members.

Template Permissions control access strategically. Public templates are available to all team members, Restricted templates are available to specific roles only, and Private templates are available only to template creators.

Best Practices

Team Organization requires systematic approaches. Use consistent naming conventions, create folder structures for different projects, tag journey maps by department or project, and hold regular team check-ins and reviews.

Communication enhances collaboration effectiveness. Use comments for specific feedback, hold regular journey map reviews, document decisions and rationale, and share updates with stakeholders consistently.

Security protects sensitive information. Use password protection for sensitive journeys, regularly review team member access, keep client data separate from internal maps, and follow your organization’s data policies.

Troubleshooting

Common issues have practical solutions. If you can’t see team member’s changes, refresh your browser, check internet connection, and ensure you have the latest version. If invitations aren’t received, check spam/junk folders, verify email address accuracy, and contact admin to resend invitation. For permission denied errors, check your role permissions, contact team admin for access, and ensure you’re logged into the correct account.

Next Steps

Expand your collaboration capabilities with Analytics and Insights to track team performance, Exporting and Sharing to share your work professionally, and explore advanced features for enhanced team productivity.