Spencer S. - Technical Writer
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Intro to the Team web app

Introduction

Description

The Team web app enables you to specify the:
 
 
 
 
Note: You improve security by enabling map access through user accounts, because you don’t need to share map passwords.

The Team web app opens in its own browser tab. All changes saved in the Team web app automatically register in Example.com.

 
 

Learn the basics of how to use the Team web app

 

(Step 1) - Create a team

Open the page: "Create New Team"

  1. Open the Team web app.
  2. Log in by typing-in the same email address and password you use for your main Example.com account.
  3. View the page: "Create New Team".
    To view the page, there are two options:
     
    Option 1
    If this is your first time using the Team web app, you will see the page: "Create New Team".
     
    Option 2
    If the app opens a different page:
     
    1. Click the team name that’s currently selected on the blue button in the top-left corner of the page.
       
    2. On the drop-down list, click to select the green button: "CREATE NEW TEAM".
      You will see the page: "Create New Team".
     
     

Create the team

  1. Under the heading, "Team Name", type-in the name of the team. For example: "TeamName1".
  2. Under the heading, "Description", type-in the description of the team. For example: "TeamDescription1".
  3. Click the "CREATE" button.
    The app will transfer to the page: "USER MANAGEMENT".
  4. In the top-left corner of the page, you will see a blue button displaying the team name that’s currently selected (ex. "TeamName1").
  5. Keep the browser tab open so you can continue working on the Team web app in later steps.
 

(Step 2) - Save a map as a team map

Load the map in the Map View

  1. Log into your Example.com account.
  2. Open the map.

Save the map as a team map

  1. In the top toolbar, click the "MENU" button.
  2. Under the "Example.com" heading, click the "Save Map" button.
    The "Save Map" window will appear.
  3. Under the "Team" heading, click the drop-down list. Then click to select the team (ex. "TeamName1") you created in the Team web app.
  4. Click the button: "Save Map".
  5. In the top-right corner of the "Map Saved" window, click the "X" button.
  6. (Optional) You can log out of Example.com by clicking the "LOGOUT" button in the bottom-right corner of the footer. Then close the browser tab.

View the saved map in the Team web app

  1. Return to the browser tab displaying the Team web app.
  2. In the top-left corner of the page, you will see a blue button displaying the team name that’s currently selected. 
  3. To view the list of team names, click the button displaying the team name.
    You will see a drop-down list.
  4. Click to select the team name (ex. "TeamName1") you selected when you saved the map.
  5. On the left-side of the page, you will see the navigation menu.
    (Optional) If you don't see the navigation menu, click the 3-lined button in the top-left corner of the page. 
  6. Click the button: "Maps".
  7. You will see a list of maps for the team name (ex. "TeamName1") currently displayed in the top-left corner of the page.
     
    Under the "TITLE" heading, you will see the map (ex. "Map1") you saved in Example.com.
 

(Step 3) - Add a user to a team

View the team’s maps

  1. On the left-side of the page, you will see the navigation menu.
    (Optional) If you don't see the navigation menu, click the 3-lined button in the top-left corner of the page.
  2. Click the button: "Maps".
    You will see a list of maps for the team name (ex. "TeamName1") that's currently selected.
    Note: Double-check to make sure you want the new user to have access to all of these maps.

Add a user to the team

  1. On the left-side of the page, you will see the navigation menu.
  2. Click the button: "Users".
    The app will transfer to the "USER MANAGEMENT" page for the team.
  3. At the bottom of the page, you will see the current list of users for the team. 
  4. To add a user, look for the heading: "Add New User".
  5. In the "Email" field, type-in the new user’s email address.
    Note: For the permissions to work in Example.com, each user must use their specified email address to log into their account. 
  6. In the "Product" field, view the drop-down list by clicking the currently displayed Example.com product. Then select the user’s account type from the list:
    • Pro Basic.
    • Pro Business.
    • Viewer.
    Note: Under the "Available Seats" heading, you can view the number of users you can add who have these account types:
    • Pro Basic.
    • Pro Business.
    • Viewer seat.
     
    You can purchase seats by clicking the green button: "PURCHASE SEATS". Then complete the purchase process.
  7. In the "Role" field, view the drop-down list by clicking the currently displayed role. Then select the user’s role from the list:
    • Owner
    • Admin
    • Editor
    • Viewer
    Owner
     
    In Example.com:
    • An Owner can edit maps and use the Manage Users feature.
     
    In the Team web app:
    • An Owner can load and delete maps.
    • An Owner can manage users.
    • A team can have multiple owners.
    • An Owner can only be added by another Owner.
    • The creator of the team is automatically added as an Owner.
    Admin
     
    In Example.com:
    • An Admin can edit maps and use the Manage Users feature.
     
    In the Team web app:
    • An Admin can load and delete maps.
    • An Admin can manage users, except owners.
    • A team can have multiple admins. 
    Editor
     
    In Example.com:
    • An Editor can edit maps, but cannot use the Manage Users feature.
     
    In the Team web app:
    • An Editor can load and delete maps, but cannot manage users.
    Viewer
     
    In Example.com:
    • A Viewer can view the map, even if it's saved as "Secure".
    • A Viewer can edit the map if he or she types-in the password.
    • A Viewer cannot use the Manage Users feature. 
      •  
    In the Team web app:
    • A Viewer can load, but not delete maps.
    • A Viewer cannot manage users.
    Note: For the user to save a map as "Unlisted", "Secure", or "Encrypted", the user must have a Pro account.
  8. When you have finished adding the user’s information, click the button: "ADD USER".
    You will see a pop-up appear displaying the message:
    "ADDED - User has been added".
  9. Click the "OK" button.

View whether the user is registered to a Example.com account

  1. Under the "Your Users" heading, you will see the row displaying the new user’s information.
  2. Under the subheading, "REGISTERED", you will see a:
    • Checkmark - if the user has registered a Example.com account.
      OR
    • "X" - if the user hasn’t registered a Example.com account.
 

(Optional) If two owners/admins give a user conflicting roles

Case #1:
If two owners/admins give a user conflicting roles in the Team web app OR the Manage Users feature:

The user obtains the permissions of the role change that’s most recent.
 

Case #2:
If two owners/admins give a user conflicting roles in the Team web app AND the Manage Users feature:

The user obtains the permissions of whichever role has more privileges.