Adding a user to multiple teams in Reachdesk gives that user access across more than one team setup. A user can be added to multiple teams to provide access to:

• Team wallets from different teams so the user can use funds from another team wallet when sending a gift or when using automated campaigns.

• Campaigns from different teams so the user can access campaigns across multiple regions or business units.

How to add a user to multiple teams

To add a user to multiple teams in Reachdesk, you must update the user record in Organization settings. Only users with Admin permissions can manage team assignments.

1. Navigate to Organization > Users from the left-side menu.

2. Select the user you want to update.

3. In the Teams field, add one or more teams.

4. In the Default team field, select the team that should be used as the user’s primary team.

5. Click Save.

How the default team is used

The Default team setting controls which team Reachdesk uses in several multi-team scenarios. Reachdesk uses the Default team for the following:

• The team shown in Insights for gifts sent by that user

• The team used when multiple budgets are configured

• The team used for the Monthly Send Performance Email

• The team wallet saved when the user is sending on behalf of another user and has access to multiple teams

• The stock reservation amount used when the user sends a bundle campaign and the item has stock reservations enabled by team

What happens when a user has access to multiple teams?

When a user has access to multiple teams in Reachdesk, they can access team resources from each assigned team.

• Accessing credit from multiple team wallets: They can access funds from each assigned team wallet. The user can see the available credit for their Default team in the top bar, with the option to toggle between other assigned teams if applicable:

• Using multiple team wallets in automated campaigns: When selected as the Connector User, they can use multiple team wallets in an automated campaign:

• Using multiple team wallets when sending a gift: They can choose from multiple team wallets during the send flow: