Teams in MoEngage

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

Creation of a new Team

Users with admin role access are only allowed to create or edit or delete a team.

To add a new team,

  1. Navigate to MoEngage Dashboard > Settings > Team Management.
  2. Under Teams drop-down list, click Add New Team

AddTeam.png

 

Create teams in both TEST and LIVE environments by switching the environments by logging in as Admin.

No restrictions on the number of teams for an App on MoEngage. By default, the option to have multiple teams 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.

 

Adding Users to a Team

Existing team members or Admins can invite any user 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

You can add the following types of users after creating a team:

  • Add a user who is already part of another team. 
  • Add a user who is not part of any team. 

To add a user,

  1. Navigate to MoEngage Dashboard > Settings > Team Management.
  2. Click New User or User from other teams.InviteTeamMember.png
  3. Enter Member Name and Member Email.
  4. From Role drop-down list, select a role for the user.
  5. Click Send Invite.

Admins are part of all the teams created for an App. Apps can also have multiple Admins, although only current Admins have permission to invite new admins.

Managing Team Members within a Team 

Team View

Users part of multiple teams can switch between teams using the teams 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 roles of other team member based on the role hierarchy. For example: Manager can edit the role of an Analyst. A Marketeer can edit the role of a Developer and Analyst.

The user role change applies to the teams the user belongs in an App. 

Team Access Management

Each user's access to the team can be removed by a user with the same or superior role than theirs. This can be done by clicking on thismceclip1.png icon. When removed the user will lose access to the that team's dashboard but will continue to have access to other team's dashboard they are part of. If the user is part of only one team he will lose his 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 seen below

selectteamcreatecampaign.png


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. Same is applicable for campaign drafts as well.

Screenshot_2019-05-02_at_7.18.05_PM.png

 

Note:

  1. Teams feature is currently under closed beta and control campaign creation control and visibility only for Push & Email campaigns. If you would want to use this feature, please reach out to us at support@moengage.com
  2. Existing campaigns and team members will be moved to the default team when the Team Management feature is enabled for an App. 
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