Influencer Marketing: How do I use Teams?

Organization admins can sort and group users into Teams. This is an optional feature that may or may not make sense for your workflows. 

How do I create a Team?

Before creating a Team, make sure all necessary users are added as Influencer Marketing users within your organization. 

To create a Team:

1. Navigate to the User Menu and click Teams. 
   • You can also click Teams from Organization Settings.
2. Click + Create Team in the upper-right corner.
3. Enter a Team Name in the pop-up window.
   • (Optional) You can also add a Team description.
4. Click Create. This will create the Team and add it to the list.
5. Click + Add Member to add users to the Team.
   • In the pop-up window, search for and select the users you want to add.
6. Assign roles to each member. Select from:
   • Viewer
   • Editor
   • Manager
7. Click Add.

How do I create a subteam?

Creating subteams is an optional Teams feature. For example, if Team 1 is responsible for clients in the beauty industry, you can create subteams based on geographic location to organize your Team.

1. Select a Team and click the Subteams tab.
2. Click + Create Subteam.
3. Enter a team name and an optional description. 
4. Click Create.