The last step of the account configuration is to create Teams. Teams could be organized based on the type of work they do for your media company, or based on the brands they are in charge of managing.
For example, Condé Nast, a global media company, could have their teams organized like this:
Internal teams
- Marketing team - Teams in charge of designing the newsletters, email marketing campaigns, and monitoring that all brands satisfy high-quality standards in delivering their product to the readers.
- Sales team - Sales managers in charge of signing new Advertisers and negotiating the deals (sales representatives from each Brand).
- Financial team - A team of accountants and financial experts in charge of making financial forecasts based on the performance of the campaigns and revenue gained from advertisers.
- Client relationships - A team in charge of communicating with the stakeholders. They would need access to reporting and an overview of the status of the ongoing campaigns.
Brand teams
Condé Nast owns many different brands that can all be managed within one platform. In order to give the autonomy to each brand to manage the aesthetics and track revenue from the newsletter ads, Condé Nast can create the following teams that include only the personnel from this Brand:
- Vogue team
- The New Yorker team
- GQ team
- Bon Appétit team
- Architectural Digest team
The Vogue team will, for example, be consistent with Vogue’s marketers and sales representatives, and they will only have access to Vogue’s brand within the platform.
NOTE: Teams with special permissions like the one in the example above can only be created after you’ve added Brands, Layouts, Channels, and Advertisers. Before you create those entities, you can only create teams based on the personnel you wish to include, and then assign duties and permissions to the teams later on.
Creating teams
You will find an overview of your teams under Account Management section in the left menu.
The first team you see when you create an account is your own team, set by default, where you are the only member. You can add other admins to this team, and give them access and responsibilities for all the entities you have in the platform.
You can create a new team by clicking the Create new team button on the top right corner. This action will open a window where you can write the team name, add users to the team, and assign responsibilities (management over Advertisers, Channels, Brands, and Layouts).
All active users will be presented in a dropdown menu once you click the Users textbox. You can select allowed entities from a dropdown menu that opens when you click the Entity selector.
Here you can give access to the entire sections (Advertisers, Channels, Brands, and Layouts), or select as many entities the team needs to set up and manage a specific workflow.
For example, Vogue team will have access over their brand (Vogue), their newsletter channels, layouts designed for their newsletter ads, and those Advertisers that are placing their ads through Vogue email campaigns.
You will be able to overview the selected entities listed, before you click the Create button, or Cancel button if you change your mind. All team details can be changed later on, meaning you can:
- Add new users to the team
- Include new allowed entities in each team
You will be able to overview the list of all teams in the Teams dashboard. You will be able to see team names, the number of users per team, as well as the option to edit each team at any given time when your workflow changes (the icons under Action).
