Create more precise user roles!
You can customize a user’s access to campaigns by using ‘Teams.’ This will help you create more clear lines for your employees' tasks.
Here’s how to do it:
1. Find the feature Teams - Click ‘Users’ in the menu to the left and choose the tab ‘Teams.’ Here, you’ll see an overview of your teams and be able to create new teams.
2. How to create a team - Click the blue ‘Create’ button in the upper right corner and choose ‘Create a team.’ Name your new team. It will appear on the list of your teams.
3. Add users to your team - Click on the ‘More’ button to the right and choose ‘Edit team.’
Choose Users in the drop-down menu ‘Choose users….’ The team’s users will appear on the list below. One user can be on multiple teams if that fits your needs.
4. Choose your team’s campaigns - Choose which campaigns your team can work in by picking the campaigns in the drop-down menu ‘Choose campaigns….’
Do you want to edit a team? Click here.