TreeMapper

Team Collaboration

Learn how to collaborate with your team in TreeMapper, manage roles, and invite team members.

TreeMapper supports team collaboration through role-based access control, allowing you to invite team members, assign appropriate permissions, and manage access to projects and sites.

Role Management

TreeMapper uses a role-based system to control what team members can do. Each role has specific permissions that determine access to features and data.

Available Roles

TreeMapper provides four distinct roles:

Owner

Highest level. Full control over the project including all administrative functions.

  • All Admin permissions
  • Transfer project ownership
  • Delete the project
  • Manage billing and subscription (if applicable)

Admin

Next to Owner Project management capabilities with extensive permissions.

  • Invite and remove team members
  • Assign roles to team members
  • Create and manage sites
  • Configure project settings

Contributor

Most important role for field workers who collect data.

  • Create interventions and record data
  • Add and edit their own entries
  • View assigned sites
  • Access leaderboard and map
  • Limited dashboard analytics

Observer

role provides Read-only access for viewing project data without making changes.

  • View project data
  • Access leaderboard and map
  • Cannot create or modify data
  • Useful for stakeholders and reviewers
  • No editing or deletion permissions

Managing Your Team

Team management is done through the web dashboard, where you can invite members, assign roles, and manage access.

Sending Invitations

You can invite team members in two ways:

Email Invitation

  1. Navigate to the Team section in the web dashboard
  2. Click Invite Member
  3. Enter the person's email address
  4. Select their role (Owner, Admin, Contributor, or Observer)
  5. Send the invitation

Bulk Invite

To invite multiple people at once:

  1. Navigate to the Team section
  2. Click Bulk Invite
  3. Upload a CSV file with email addresses and roles
  4. Review the list of invitations
  5. Send all invitations

Managing Invitations

You can manage pending invitations from the team management page.

You can:

  • View pending invitations: See who has been invited and when
  • Resend invitations: Send reminder emails to pending members
  • Cancel invitations: Remove pending invitations if needed
  • Update roles: Change team member roles as needed
  • Remove team members: Remove members who are no longer part of the project

Best Practices

  • Assign roles based on actual responsibilities
  • Use Observer role for stakeholders who only need to view data
  • Limit the number of Owners and Admins for security
  • Regularly review and update team member roles
  • Remove inactive members to keep the team list current

What's Next?

Now that you understand team collaboration: