Using Teams to Control User Access to Segments, Models and Campaigns

Admins can now create Teams of users, which can be used to make Segments, Models, and Campaigns that are visible only to the Team that the item is assigned to.

For example, Emily works on the NA Prospect Development program with other members on her Team. When she is ready to save a new Segment she has been working on for this program, she can select this Team from the dropdown. Emily will only be able to select from the Teams that she is a member of.

Once the Segment has been saved, only the NA Prospect Development Team can View, Edit or Delete this Segment. If she wants all users to have full permissions, she should select the "Global Team" in the drop-down. By default, all users are assigned the Global Team.

Campaigns will automatically belong to the same Team as their associated Segments by default. If someone outside the Team needs to launch a Campaign, they must get added to the Team.

Adding Users to a Team

Admins can add and remove users from Teams, and create new Teams when needed. By default all users are assigned to the Global Team. To manage Teams, Admins can navigate to the "Manage Teams" field in the upper-right drop-down menu.

From this selection, the Admin can grant users access to the Team, or remove users from a Team.

From there, Teams can be assigned to specific Models, Segments, and Campaigns.