Team Collaboration

Team, Role, and User Access

Modifying Your Team Name and Viewing Team Owner in the Impact Strategy App:

Modifying your team name and viewing the team owner are simple and quick tasks in the Impact Strategy App. Following the steps outlined below, you can update your team name to reflect your organization or project better and quickly view the team owner's information.

Modifying Your Team Name:

1. Click on the "Team" icon on the left sidebar.
2. Navigate to your team page within the Impact Strategy App
3. In the "Team Name" section, locate the "Team Name" field.
4. Click on the "Team Name" field and enter your desired team name.
5. After making the desired changes, click the "SAVE" button to update your team name.
   

    

Viewing Team Owner Information:

1. On your team page, locate the "Team Owner" section. You can find information about the team owner, including their name and email address.
2. The team owner's name is displayed under "Team Owner," followed by their email address. This information is visible to all team members, allowing them to identify and contact the team owner quickly.

As the team owner, you have administrative privileges that allow you to manage team members, assign roles, and oversee the team's projects and strategies. If you wish to transfer ownership to another team member or change the team owner's information, you may need to contact Impact Strategy App support.

Collaborating with Team Members in the Impact Strategy App Creating a collaborative environment for your impact strategy is essential for driving meaningful change. With the Impact Strategy App, you can easily add team members, assign roles, and work together to achieve your impact goals. In this guide, we'll walk you through the process of collaborating with your team members and the different roles in the app.

Adding Team Members:

1. On your team page, navigate to the "Add Team Member" section.
2. Enter the email address of the person you would like to add to your team in the "Email" field.
3. Choose a role for the new team member from the "Role" dropdown menu (more on roles below).
4. Click the "Add" button to send an invitation to the new team member. They will receive an email with instructions on how to join your team.

Understanding Roles: In the Impact Strategy App, there are three main roles you can assign to team members. Each role has specific permissions and capabilities, so it's important to choose the role that best aligns with each team member's responsibilities.

1. Administrator:

   • Definition: Administrators have full access and control over the team's projects and strategies. They can perform any action, including creating, editing, deleting, and managing team members and their roles.
   • When to Use: The Administrator role should be assigned to team leaders, managers, or individuals who need full control over the team's activities and settings.

2. Editor:

   • Definition: Editors have the ability to read, create, and update projects and strategies. They can contribute to the team's work but do not have permission to delete or manage team members.
   • When to Use: The Editor role is ideal for team members who need to contribute to projects and strategies actively but only require partial administrative access.

3. Viewer:

   • Definition: Viewers have read-only access to the team's projects and strategies. They can view and review the team's work but do not have permission to create, edit, delete, or manage team members.
   • When to Use: The Viewer role suits stakeholders, funders, or team members who need to review the team's work but do not need to make any changes.

Unlimited Users: With the Impact Strategy App, you can invite unlimited users to join your team, regardless of their role. This allows you to collaborate with as many team members as needed to achieve your impact goals. Whether you have a small team or a large organization, the Impact Strategy App provides the flexibility and scalability to drive positive change.

3. Once the team member's email has been added, it will show up in "Pending Team Invitations," and the recipient will be notified of this invite via email.

Email invitation

4. Once the recipient accepts the invitation, they can access the strategies made accessible to the "Team."