Manage a Team
Teams are used to group users so that you can save time by adding the team rather than each individual users.
Teams are available in a number of areas;
- Campaign or project - Inviting people to a brief,
- Approval - When starting an approval
- Campaign roll out - When using the Campaign roll out workflow
Teams are controlled by user access controls. Not all users will see all teams.
Managing the members of a team
Please note, the creation and management of teams is controlled by a security permission, only authorised users will have this permission
Permission(s): Site admin, Site admin – Users, Site admin – Teams
- Under the admin cog at the top right of the screen, Select users from the left nav menu.
- Search for the name of the user you wish to add to a team, press search and then click onto the users profile
- Scroll to the bottom of the user profile and press on Teams and Then click once more on the blue link called Teams
- A pop up will appear with all the teams available for selection, find your relevant region, click to expand the selection and add any team you require. Then press Save
- The newly reflected team will now reflect on the user’s profile. Ensure the teams are added by viewing this section.