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.

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