MoEngage supports the management of multiple teams for an App. Teams are defined as a group of MoEngage users using the MoEngage dashboard and collaborating on the same campaigns. Teams can be created out of users from the same geography or from the same vertical within the enterprise.

Create a New Team

Users with access to “Create and Manage” permission under the permission set "Teams" are allowed to create / edit / delete a team.

To add a new team,

1. Navigate to MoEngage Dashboard > Settings > Teams.
2. Click on the “Create Team” button.
3. Enter a unique Team Name and Description.
4. Click on Create.

Notes:

• Teams can be created in both Test and Live environments by switching between the environments.
• No restrictions are in place on the number of teams the user is allowed to create for an App on MoEngage.
• By default, the Team Management capability is disabled. When the option is enabled, all the existing campaigns and users become part of one team, which will have the same name as the App.
• Other teams can be added later on to the App. The default team cannot be deleted or edited.
• Any newly created team will automatically include all the admins.

Edit Team Name / Description

To edit team name & description,

1. Navigate to MoEngage Dashboard > Settings > Teams.
2. Select the relevant team from the left navigation menu which you want to edit.
3. Click on the “three-dot” button next to "Description".
4. Click on “Edit team”.
5. Change the team name and description to the desired value.
6. Click on Save.

Remove Team

To remove a team,

1. Navigate to MoEngage Dashboard > Settings > Teams.
2. Select the relevant team from the left navigation menu which you want to delete.
3. Click on the “three-dot” button next to "Description".
4. Click on “Delete team”.
5. Click on “Delete” on the confirm pop-up window.

Add Users to a Team

Existing team members with access to “Create and Manage” permission under the permission set "Teams" are allowed to invite users to a team.

Users can be part of multiple teams but will have the same role permissions across all the teams that they are part of. Each team can have users with all the possible roles. For more information about different access roles, refer to Different Access Roles.

To add a user,

1. Navigate to MoEngage Dashboard > Settings > Teams.
2. Select the relevant team from the left navigation menu which you want to add the user to.
3. Click on the “Add Team Member(s)” button.
4. Click on Email dropdown and select the relevant users you want to add.
5. Click on the Add button.

Admins are part of all the teams created for an App. An app can have multiple Admins.

Remove Users from a Team

To remove a user,

1. Navigate to MoEngage Dashboard > Settings > Teams.
2. Select the relevant team from the left navigation menu you want to remove the user from.
3. Click on the “three-dot” button next to the user you want to remove.
4. Click on "Remove member".

An Admin cannot be removed from a team.

Managing Team Members within a Team 

Team View

Users part of multiple teams can switch between teams using the Team's Drop-Down List on the team management section on the dashboard. The team view lists the team members of that team only.

Editing a User Role

Team members can edit the roles of other team members based on the role hierarchy. Each user's role can be changed by a user with the same or superior role to theirs.

Team Access Management

Each user's access to the team can be removed by a user with the same or superior role to theirs. When removed, the user will lose access to that team's dashboard but will continue to have access to other teams' dashboards that they are a part of. If the user is part of only one team, they will lose access to the App altogether.

This is in addition to the option of revoking a user's access to the app, where the user will lose access to all the teams he is part of for that App. 

Campaign Creation and Campaign Visibility for Team Members

Campaign Creation

Every team member can create campaigns only for the teams they are part of. Team members who are part of multiple teams would have to select the team they want to create the campaign for as the mandatory first step in the campaign creation process. The team selection step is as below:

Campaign Visibility

Team members will only be able to see the campaigns that were created for their Team either by themselves or by any other team members.

Team members that are part of multiple teams or admins who are part of all the teams will see campaigns from all the teams they are part of on the "All Campaigns" section on the dashboard. Team members can choose to filter the campaigns using the team dropdown filter available at the top of the page, as depicted in the image below. The same is applicable to campaign drafts as well.