Managing Teams & Users
(26 min) In this learning path you will learn how to navigate the Teams & Users functionality in Sendoso.
In this learning path you will learn how to create teams, invite users to Sendoso and manage departments. 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 learning path you will be able to:
- Create teams and departments
- Invite users and assign them to teams
- Remove teams and users
Teams & Users: Get to Know
Get a high-level overview of how to create and manage teams, users, and departments.
5 min
Teams & Users: Create Departments and Teams
Learn how to group your users into teams and departments. Once they're grouped you manage permissions, funding, and campaigns.
5 min
Teams & Users: Create and Manage Users
Learn how to invite new users, assign permissions, and make changes to existing users.
8 min
Teams & Users: Manage Teams and Departments
Learn how to assign team touches and make changes to existing teams and departments.
8 min
