TreeMapper

Team Management

Learn how to manage team members and permissions in the TreeMapper web dashboard.

Overview

The Team Management section allows you to invite collaborators, assign roles, and manage access to your restoration project. Effective team management ensures the right people have appropriate access to contribute to and view project data.

Team Member List

The team page displays all members and pending invitations in a table view:

Member Information

For each team member, you can see:

  • Avatar: Profile picture or generated avatar
  • Name: Display name of the team member
  • Email: Contact email address
  • Role: Assigned project role (Owner, Admin, Contributor, Observer)
  • Last Active: When they last used the platform (Today, Yesterday, X days ago)
  • Joined Date: When they joined the project
  • Status: Current status (Active, Inactive, Pending)

Search and Filter

Find team members quickly using search and sorting:

  • Full-text search: Search by name or email address
  • pages.teamManagement.sortableColumns: Sort by Role, Last Active, Joined Date, or Status
  • Sort direction: Toggle ascending/descending order

Team Roles

TreeMapper uses role-based access control to manage permissions:

Owner

Full control over the project including:

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

Admin

Project management capabilities:

  • Invite and remove team members
  • Assign roles to team members
  • Create and manage sites
  • Configure project settings
  • Access all data and reports
  • Export data

Contributor

Data collection and contribution:

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

Observer

Read-only access:

  • View project data
  • Access leaderboard and map
  • Cannot create or modify data
  • Useful for stakeholders and reviewers

Inviting Team Members

Single Invitation

To invite an individual team member:

  1. Click the "Invite" button
  2. Enter the person's email address
  3. Select their role
  4. Send the invitation

The invitee receives an email with a link to join your project. They'll need to create a TreeMapper account if they don't have one.

Bulk Invitation

To invite multiple people at once:

  1. Click the bulk invitation option
  2. Upload a CSV file with email addresses and roles
  3. Review the list of invitations
  4. Send all invitations

Managing Invitations

Pending invitations appear in the team list with a "Pending" status:

  • Invited by: Shows who sent the invitation
  • Invitation date: When the invitation was sent
  • Status: Pending until accepted

Once an invitation is accepted, the member's status changes to Active and they can access the project according to their assigned role.

Member Actions

View Details

Click on a team member to view their full profile including contact information, activity history, and contributions.

Edit Permissions

Admins and Owners can change a team member's role. This immediately updates their access permissions.

Remove from Project

To remove a team member:

  1. Click the remove option
  2. Confirm the removal in the dialog
  3. The member loses access immediately

pages.teamManagement.note: Removing a member doesn't delete their contributions. All interventions and data they created remain in the project.

Data Export

Export your team member list for reporting or record-keeping:

  • Click the export option
  • Download a CSV file with all team member information
  • Includes names, emails, roles, status, and dates

Best Practices

Role Assignment

  • Principle of least privilege: Assign the minimum role needed for each person's tasks
  • Limit Admins: Keep the number of Admins small to maintain control
  • Use Observer wisely: Great for stakeholders who need to see progress but not modify data

Team Organization

  • Regular review: Periodically review team membership and remove inactive users
  • Document roles: Keep clear records of who has what access and why
  • Onboarding: Brief new members on their responsibilities and app usage

Security

  • Verify emails: Double-check email addresses before sending invitations
  • Prompt removal: Remove members quickly when they leave the project or organization
  • Audit access: Review who has access when project needs change

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