Getting Started with Teams

Getting Started with Teams

How to Invite a Member

Adding collaborators to your workspace is a simple process:

1. Navigate to the Settings icon in the bottom-left corner of your dashboard.

2. Click on the section labeled "[Your Name]'s Team".

3. Select Invite Member.

4. Enter the invitee's email address and send the invitation.

Note: The recipient will receive an email notification containing a link to join your team directly. New invitees are assigned the Admin role by default.

How to Join or Switch Teams

If you belong to multiple organizations, you can move between them seamlessly:

1. Go to Settings and click on your current team name.

2. Select the Switch Team option.

3. Click on the specific team you wish to enter.

Team Discovery

If your organization has enabled discoverability, you may be shown a list of teams you can request to join based on your email domain. After signing up, a banner or prompt may appear inviting you to discover and request access to an existing team in your organization.

To request to join a discoverable team:

1. Look for the Team Discovery prompt or banner after signing in.

2. Browse the list of available teams associated with your email domain.

3. Click Request to Join on the team you want to join.

4. A team Owner or Admin will review and approve or decline your request.

Note: You will receive a notification once your join request has been reviewed.

Managing Your Team

If you are the team owner, you have full administrative control over your workspace through the management dashboard.

Administrative Actions

To access these tools, navigate to Settings $\rightarrow$ Manage Team. From here, you can:

• Manage Access: Revoke "seats" or access permissions for existing team members at any time.

• Expand Your Team: Send new invitations directly from the management interface.

• Review Join Requests: Approve or decline requests from users who have requested to join your team via team discovery.

Customizing Your Team Identity

You can personalize your workspace name to keep your projects organized:

1. Go to Settings.

2. Click on your current Team Name.

3. Select Rename Team to update your workspace identity.

Team Discoverability

Owners and Admins can control whether their team is discoverable by other users in the same email domain. When enabled, users with a matching domain will be able to see the team and request to join it during or after sign-up.

To toggle team discoverability:

1. Go to Settings and navigate to your Team Profile.

2. Find the Discoverability toggle.

3. Enable or disable it to control whether your team appears in domain-based team discovery.

Team Roles and Permissions

Every team member is assigned one of three roles, each with different levels of access:

• Owner: Full administrative control, including managing roles, permissions, and team settings.

• Admin: Can manage team members and access settings, but cannot transfer ownership.

• Member: Standard access to the workspace based on their assigned ad-account permissions.

In addition to roles, each member can be granted a Build Agents permission, which controls whether they can create and configure agents within the platform.

Ad-Account Access

Owners and Admins can manage per-member access to individual ad accounts directly from the Manage Team screen. Each member can be granted one of the following access levels per ad account:

• View: The member can see data and reports for that ad account.

• Act: The member can take actions (e.g., run agents, make changes) on that ad account.

Note: Ad-account access levels and the Build Agents permission are managed through the account-access management screens under Settings —> Manage Team.