Working collaboratively not only achieves targets in quick time but also solves issues effectively as many expertise join together to ensure quality work. Quickwork Journey Builder does feel the essence of working together in a niche and achieving great innovation through diverse perspectives. With the help of the Team feature, users can invite their colleagues, friends, and customers to collaborate and assign roles as per the business requirements. Let's walk through this document and understand the working of the Team feature.
Prerequisite rules of a team:
Only one team can be created in an account.
A team can have any number of members added.
A person can be a member of more than one team.
Any person can be invited to join the team regardless of being a user of Quickwork Journey Builder
To start working with your selective team members collaboratively, you need to first create a team and then add people. To do so, click the Tools tab on the toolbar and select the Team option from the drop-down menu:
The Team window has three tabs:
Members: It displays a list of members who have accepted the invitation and joined your team successfully.
Invitations: It displays a list of people to whom you have sent an invitation to join and work collaboratively.
Settings: This tab allows you to create/edit a team.
To create a team, go to the Settings tab, click the Edit icon, specify the name of your team and click the Save button. Only one team can be created in an account:
The account in which we created a team just now has some folders with journeys populated in it. Once the team members are added and they accept the invitation, all these folders and journeys are accessible to them as per the roles assigned:
To add a team member, click the + Add Team Member button at the top right-hand corner of the Team screen. This will open a pop-up form-page window asking a few details of the member:
Specify the First name, Last name, and Email of the person to whom you want to send the invitation. Then select the role you want to assign to that person. To know the permissions associated with each role, click the permissions table link. The permission table highlights the operations that a member can perform on a folder, journey, connection, version history, and more as per the role assigned. Then click the Submit button. The invitation will get sent successfully.
Now, move to the Invitations tab. You'll see the name of the person to whom an invitation has been sent:
John Doe is the person who has sent an invitation to a person called
Marlon Samuels. The invitee's name won't get displayed in the Members tab until the invitation is accepted.
The invitee will get an invitation email. The invitation email showcases the team name and assigned role as per which the invitee is asked to contribute. To accept the invitation, click the View Invitation button:
Upon clicking, the invitee gets redirected to the Team Invites tab under the Account Settings page. If the invitee has not logged in to the account, he will be asked to do so:
Click the Accept button. Now the invitee is a member of the team successfully. The name of the invitee who has accepted the invitation can be seen in the Members tab of the inviter's account:
To start working with the requested team, the invitee needs to click the profile icon again. He/she will get the Workspaces option in the drop-down menu. It displays a list of teams he/she is a part of with the roles assigned:
As soon as the invitee (
Marlon Samuels) clicks the Development Team option, he will be taken to the Folders tab of the inviter's (
John Doe) account:
The invitee can then access all the components of the inviter's account such as journeys, folders, connections, version history of the journeys and can work collaboratively with the inviter.
The invitee can easily switch between the team and his account with a single mouse click. To do so, click the profile icon again and switch between the Workplaces:
Me identifier denotes the personal account of the invitee.
Any changes incorporated in the journeys by the inviter/invitee(s) can be seen in the Versions section. It shows the latest version of the journey against the name of the person who has deployed it. This can be seen in the inviter and the invitee account:
The inviter who has invited the people to the team has the privilege to edit the member role. To do so, simply click the horizontal ellipsis and click the Edit option:
To do this, simply click the delete option associated with the member name. Then, click the Delete button. The person will be removed from the team permanently and will have no access to the inviter's account: