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Creating and Managing Teams

Teams Management is part of the User management. The administrator can decide which teams have access to which campaigns and Dashboards - rights within campaigns are restricted by user roles.
The following will explain in detail:

 

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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

Team Management

A new team has been created. You see 3 columns relevant to that team.

  • At the left, there is the team summary, in there, you see how many members the particular team has

  • 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 the remove a user, click on the minus sign in front of the name
  • 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 wish the remove a campaign from this team, click on the minus sign in front of the name
  • 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 user - 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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