Team Management
Collaborate with your team in Jetson. Everyone sees the same data and can take action on customer feedback. ## Organizations ### What is an organization? An organization groups team members who work on the same products: - All members see the same mailboxes - Everyone can view and act on work items - Settings are shared across the team ### How organizations are created When you first connect HelpScout: 1. Jetson looks at your mailbox access 2. If others have connected with the same mailboxes, you join their org 3. If you're first, a new organization is created ### One org per person Each Jetson account belongs to one organization. To work with multiple teams, team members need separate accounts. ## Adding team members ### Option 1: Invite by email Proactively invite teammates: 1. Go to **Settings** > **Team** 2. Click **Invite Member** 3. Enter their email address 4. Click **Send Invite** They receive an email with a link to join. ### Option 2: Automatic discovery When a colleague connects HelpScout: 1. Jetson checks their mailbox access 2. If mailboxes match your org, they see a pending request 3. You can approve or deny ### Pending invites View and manage outstanding invites: - See who hasn't accepted yet - Cancel invites if needed - Resend if email was missed ## Member roles ### Admin Full access to everything: - Manage team members - Change organization settings - Manage billing - All product settings ### Member Standard access: - View all work items - Take action on items - Create GitHub issues - Change item status Members cannot: - Manage other members - Change billing - Modify organization settings ## Approving members ### Pending requests When someone connects with matching mailboxes: 1. They appear under **Pending Members** 2. Review their email/account 3. Click **Approve** or **Deny** ### What approval means Approved members: - Can see all org data - Can take action on work items - Are counted in team size Denied members: - Cannot access org data - Can create a new organization - Can try joining again later ## Removing members ### How to remove 1. Go to **Settings** > **Team** 2. Find the member 3. Click **Remove** 4. Confirm removal ### What happens Removed members: - Lose access to org data - Keep their Jetson account - Can join or create another org Data they created remains (work items, corrections, etc.). ## Collaboration features ### Shared view All team members see: - Same work items - Same patterns - Same metrics - Same settings Changes by one member are visible to all. ### Work item actions Multiple people can work on items: - Anyone can resolve or defer - GitHub issues created by anyone - Priority changes visible to all ### No assignment Currently, work items aren't assigned to specific people. The whole team can work on anything. ## Subscription and seats ### Unlimited seats Jetson's $99/month plan includes: - Unlimited team members - No per-seat charges - Everyone gets full access ### Billing responsibility One billing contact per organization: - Receives invoices - Manages payment method - Can transfer ownership ## Best practices ### Start small Invite core team members first: - Product managers - Engineering leads - Support managers ### Align on workflows Discuss how you'll use Jetson: - Who monitors the dashboard? - When to create GitHub issues? - Who handles low-priority items? ### Regular review Schedule regular reviews: - Weekly: Check new bugs and features - Monthly: Review patterns and trends - Quarterly: Assess priority definitions
