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Admins are able to section users within an Organization out into Teams. Access Teams two ways:

Please note, Teams are an optional feature, if this does not make sense to an Organizations workflow, contact the Customer Success Manager for the Organization to discuss Teams.

Before creating teams, be sure all necessary users have been added as Tagger Users for the Organization.

Step 1:

Select "+ Create Team".

Step 2:
Determine the Team Name.

Step 3: Optional

Add a description of the Team.

Step 4:

Select "Create".

Once a Team has been created, the next step is to add users to the Team.

Step 1:
Select "+ Add Member".

Step 2:

Search for and select users within the Organization.

Step 3:

Assign the users role within the Team.

Step 4:

Select "Add".

Once Teams have been built and members have been added, users are able to create Sub-Teams (a Team within a Team).

Please note, Sub-Teams is an optional feature, if this does not make sense to an Organizations workflow, contact the Customer Success Manager for the Organization to for information around Sub-Teams.

In this example, Team 1 is responsible for clients within the beauty industry, given this example, Sub-Teams could be created based on geographic location.

Here Team members will see Campaigns that the Team has been invited to.

Select "Settings" to change the Team name and Team description. Once finished editing, be sure to select "Save". Select "Reset" to reset both fields.