It's very useful to create teams before users so that when you add users you can assign them immediately to the right team. In order to create a team follow these steps :
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Organization
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Teams
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New Team e.g. Account managers
There is no limit, you can create as many teams as you need according to your business

Note : You can also delete a team by clicking the ‘trash bin’ icon.
! Remember to add a Primary Objective to each Team. This is a mandatory step. Setting this ensures that Users within the team get presented with relevant insights and recommendations give thier Team's Objective
Once you've created your team, you can assign a budget and campaigns to it. Click on the name of the team (or edit in the 'campaigns' column) and you will see :
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Team Assignment to select the campaigns that team may use. Only the 'selected' campaigns will be visible for that team

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Budget Settings to set a monthly budget per team e.g. £500. You can also decide if you want the budget to reset monthly or rollover

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General Settings to change the team name

It’s very easy to add a new user. Just follow these steps :
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Organization
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Users
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‘Add User’ and enter the user details

Once a user has been created, an email invite will be sent to the user to create a password. If you have already created a team you can also include the user in the right team directly from this 'add user' page.
Note : the login link sent via email will expire after 48 hours. In case the link has expired please use this guide to reset the password.
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