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Admins are able to section users within an Organization out into Teams. Access Teams two ways:
Select the User Menu, then select "Teams"
Select "Teams" from Organization Settings
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.
- Sprout Social Influencer Marketing Tip -
Before creating teams, be sure all necessary users have been added as Sprout Social Influencer Marketing Users for the Organization.
Build a Team
Create a Team
Step 1:
Select "+ Create Team".
Step 2:
Determine the Team Name.
Step 3: Optional
Add a description of the Team.
Step 4:
Select "Create".
Add Members
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.
There are three different types of roles:
Viewer
Editor
Manager
Step 4:
Select "Add".
Create a Sub-Team
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.
Campaigns
Here Team members will see Campaigns that the Team has been invited to.
Settings
Select "Settings" to change the Team name and Team description. Once finished editing, be sure to select "Save". Select "Reset" to reset both fields.