Team Management
What is Team Management?
The Team settings page is where you manage all users who have access to your Journeybee account. This includes your internal team members, their roles and permissions, and partner users who may have indirect access to specific areas.
What's on the Team Page
The Team page shows different user categories with their roles and status:
User Categories
Admins: Full access to all system features and settings
Partnership Team: Access to partner management and deal tracking
Indirect Users: Partner users with limited access to their own data
Invited Users: People who have been invited but haven't accepted yet
Disabled Users: Previously active users who no longer have access
User Information
For each team member you can see:
Name: Full name and contact details
Email: Login email address
Role: Admin, Partnership, or Indirect access level
Status: Active, invited, or disabled
Last Active: When they last used the system
Join Date: When they first gained access
User Management Actions
Invite Users: Send invitations to new team members
Edit Roles: Change user permissions and access levels
Resend Invitations: For users who haven't accepted yet
Disable Users: Remove access without deleting the user
Delete Users: Permanently remove users from the system
How to Use It
Inviting New Team Members
Click "Invite User" to start the invitation process
Enter the person's email address
Select their role level (Admin or Partnership)
Click "Send Invite" to dispatch the invitation email
The user will receive an email with setup instructions
They'll appear in the "Invited Users" section until they accept
Managing User Roles
Admin Role
Full access to all features and settings
Can manage other users and permissions
Access to financial and payment information
Can configure integrations and system settings
Partnership Role
Access to partner management features
Can view and manage deals and leads
Limited access to system settings
Cannot manage users or payment settings
Indirect Role
Limited access for external partner users
Can only see their own partner data
Cannot access system administration features
Typically used for partner portal access
Editing Existing Users
Click on any user in the list to edit their details
Modify their role if needed (Admin/Partnership permissions)
Update contact information
Change their access status
Click "Save" to apply changes
Managing Invitations
Resending Invitations
For users who haven't accepted their invite
Click "Resend Invitation" next to their name
They'll receive a new invitation email
Original invitation link will be invalidated
Cancelling Invitations
Delete invited users who shouldn't have access
This prevents them from using their invitation link
No notification is sent about the cancellation
User Status Management
Active Users
Currently have access to the system
Can log in and use assigned features
Counted towards your user limit
Receive system notifications and updates
Disabled Users
No longer have system access
Account preserved with historical data
Can be re-enabled if needed
Don't count towards active user limits
Invited Users
Have been sent an invitation email
Haven't completed account setup yet
Have 7 days to accept invitation
Show as "pending" until they join
Team Collaboration Features
Activity Tracking
See when team members last accessed the system
Track user engagement with partner management
Monitor feature usage across your team
Identify users who may need additional training
Permission Management
Control what each user can see and do
Ensure sensitive information is protected
Maintain audit trails for user actions
Comply with security and privacy requirements
Communication
System notifications reach appropriate team members
Role-based access to partner communications
Shared visibility into partner management activities
Coordinated approach to partner relationship management
Best Practices
User Onboarding
Send invitations with clear instructions
Provide training on Journeybee features
Set expectations for their role and responsibilities
Check that they can access necessary features
Role Assignment
Give users the minimum permissions they need
Regular review user roles as responsibilities change
Document who has access to what information
Plan for holiday and sickness coverage
Security Management
Regular review of active users
Remove access for people who leave the company
Monitor for unusual login activity
Ensure strong passwords and security practices
Team Coordination
Clear division of responsibilities between team members
Regular communication about partner management activities
Shared understanding of processes and procedures
Backup coverage for key partnership activities
Security Considerations
Access Control
Only Admin users can manage team members
Partnership users cannot invite or modify others
Audit logs track all user management activities
Two-factor authentication available for enhanced security
Data Protection
User information is encrypted and secure
Access logs maintained for compliance
GDPR-compliant user data handling
Regular security audits and monitoring
Compliance Requirements
Some industries require specific user management practices
Maintain records of who has access to what data
Regular review of user permissions
Documentation of access control procedures
Important Notes
Your account must have at least one Admin user at all times
User limits depend on your Journeybee subscription plan
Deleting users is permanent and cannot be undone
Disabled users retain their historical data and activity
Partner portal users are managed separately from internal team members
Troubleshooting Common Issues
Invitation Problems
Check that email addresses are correct
Verify invitations aren't being caught by spam filters
Ensure users check all email folders
Resend invitations if the original expires
Access Issues
Verify user has the correct role for their needs
Check that account is active and not disabled
Confirm user is logging in with correct email address
Review any recent permission changes
Permission Problems
Ensure user role matches their responsibilities
Check for recent changes to user status
Verify they're accessing the correct features
Confirm account setup was completed properly
Effective team management ensures your partner programme runs smoothly while maintaining security and giving everyone the access they need to succeed.