How to Create a Team
Please take the following steps:
1. Click on the hamburger menu in the upper left corner of the screen
2. In the slide-out menu, under COMPANY, click on Users & Teams
3. You arrive in the USERS tab of the Users & Teams window
4. Switch to the Teams submenu
5. In the Teams tab, at the top, right under the sub-menu bar, click on CREATE A TEAM
6. In the pop-up window, type the name of the team you wish to create
7. When finished, at the bottom right, click Create
8. Access:
This is a really important step. Once the team has been created and assigned to the respective campaign, please follow these steps to grant access:
A. Go to the Campaigns Section.
B. Then, click on the ACCESS tab:
C. Initially, the configuration is set by default to be seen for any user, even if you create the Team. So, you need to change it and click on LIMITED option:
D. Then, you should click on the: ADD TEAM TO THIS CAMPAIGN, button. A pop-up will appear allowing you to search for the team that should be assigned to this campaign. Then click on SAVE:
Team Management
A new team has been created. You see 3 columns relevant to that team.
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At the left, there is the team summary, in there, you see how many members the particular team has
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In the middle is where you add users
- to add a new user to this team, begin typing the name of a user who is already a registered user of this company
- once you see the one you were looking for, click on it
- the added user appears underneath
- if you wish to remove a user, click on the minus sign in front of the name
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In the third column, you decide which campaign or campaigns users of this team should have access
- begin typing the name of an existing campaign to which you wish this team to have access
- once you see the one you were looking for, click on it
- the added campaign appears underneath
- if you want to remove a campaign from this team, click on the minus sign in front of the name
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In the bottom right of the page, you can delete this team.
- Please use this feature with caution, system users will not be deleted, but all team settings will be removed.
Limitations
- There is no technical limit to the number of teams that can be added to a company.
- There is no technical limit to the number of campaigns a team can manage
- There is no technical limit to the number of users that can be added to a team
- Team association only groups campaign-level access. User roles determine what a user can do - team settings determine where a user can perform something
Example
There is a brand company with 10 campaigns, 2 campaigns per continent. There are 2 different campaigns for Europe:
- Northern Europe
- Southern Europe
Create a TEAM to manage the 2 Europe Campaigns and add 5 users to the team with the following User Roles:
- Brand Manager - will have broad access to campaign configuration, and product association within these 2 campaigns, not for the other 8 campaigns in the brand company
- SCM users - will only see SCM Tasks created for either one of these campaigns, but will not be allowed to log in to the portal
- Dashboard User will only be allowed the view the Dashboard of these 2 campaigns, not the 8 other campaigns in the company
Please refer to Brand Company Roles & Permissions for all roles & permissions available for brand companies.
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