Team Management
The 'Team' section within Jimo settings is where you can configure and oversee your collaborative environment. It provides a clear structure for roles and responsibilities.
Team Management within Jimo is a feature that allows you to collaborate efficiently with colleagues on your projects. By managing roles and access, you can ensure that every team member has the appropriate level of permission to contribute effectively.
Adding and Managing Members
Inviting New Members: Invite new team members by entering their email address and assigning an initial role. An invitation will be sent directly to their email, prompting them to join the project.
Managing Active Members: View the status of each team member, including their role and current activity status. You can easily change roles or revoke access if necessary.
Auto-Join Feature
Auto-Join via Email Domain: Jimo facilitates an Auto-Join feature that allows anyone with an email from your company's domain to join your project automatically, defaulting to the Viewer role. This feature streamlines the process of adding new team members and ensures that all employees have immediate access to view projects.
Roles and Permissions
Role Overview: Jimo provides a set of predefined roles such as Admin, Editor, and Viewer, each with varying levels of access and control.
Custom Roles: You can customize roles to suit your team's workflow, ensuring that each member has access to the necessary features.
Collaborative Controls
Members Tab: This tab lists all active members and their roles, providing a quick overview of who has access to the project.
Roles Tab: Navigate to the Roles tab to define or edit the permissions associated with each role.
Detailed Guidance
For an in-depth tutorial on setting up your team in Jimo, refer to our detailed documentation on Team Management. This page offers a step-by-step approach to inviting members, setting up roles, and managing permissions within your projects.
Best Practices
Regular Audits: Conduct regular audits of your team list to keep your project secure and ensure each member's access level is up to date.
Clear Definitions: Clearly define each role and ensure that team members understand their permissions and responsibilities.
Use Auto-Join Wisely: While the Auto-Join feature is convenient, it's important to manage it carefully to maintain project security.
With these tools and practices, Jimo's Team Management functionality ensures that your project collaboration is as efficient and secure as possible.
Last updated
