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Managing Teams & Users

Managing Teams & Users

Learn how how to add new users, create teams, and assign touches to those teams.

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About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Teams can be a useful way to organize users with similar roles, who you anticipate will use Sendoso in similar ways. You can assign teams or user specific budgets and Touches.

Objective: After you have completed this course you will be able to:

  • Create teams and departments
  • Invite users and assign them to teams
  • Remove teams and users

This course will take approximately 26 minutes to complete. After you have completed this course advance to Managing Touch Creation.

Curriculum26 min

  • Teams & Users: Get to Know 5 min
  • Teams & Users: Create Teams and Departments 5 min
  • Teams & Users: Create and Manage Users 8 min
  • Teams & Users: Manage Teams and Departments 8 min

About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Teams can be a useful way to organize users with similar roles, who you anticipate will use Sendoso in similar ways. You can assign teams or user specific budgets and Touches.

Objective: After you have completed this course you will be able to:

  • Create teams and departments
  • Invite users and assign them to teams
  • Remove teams and users

This course will take approximately 26 minutes to complete. After you have completed this course advance to Managing Touch Creation.

Curriculum26 min

  • Teams & Users: Get to Know 5 min
  • Teams & Users: Create Teams and Departments 5 min
  • Teams & Users: Create and Manage Users 8 min
  • Teams & Users: Manage Teams and Departments 8 min