MoEngage supports the management of multiple teams for a workspace. A team is a group of MoEngage users using the MoEngage dashboard and collaborating on the same campaigns. You can create teams out of users from the same geography or from the same vertical within the enterprise. You can define the end user/audience scope for your team by defining the users who can be targeted for campaigns run by them.

Create a New Team

Users with access to the Create and Manage permission under the permission set "Teams" can create, edit, and delete a team.

To add a new team:

1. Navigation:
   1. Revamped UI: Settings -> Account -> Team management -> Teams
   2. Old UI: Settings -> Teams
2. Click  + Create Team. The Create Team screen is displayed.
   Revamped UI Old UI

   

   

3. Enter the following fields:

   Field	Description
   Team Name	Specify a unique name for your team.
   Description	Add details about the purpose of the team.

4. Click Create. You get a success message upon successful creation, as shown in the following image.

   

5. The newly created team is available at the end in the left menu on the Teams page.

Edit a Team

You can edit the name and description of a team. To edit a team:

1. Navigation:
   1. Revamped UI: Settings -> Account -> Team management -> Teams
   2. Old UI: Settings -> Account -> Teams on the MoEngage dashboard.
2. Select the relevant team from the left navigation menu that you want to edit.
3. Click the ellipsis beside the Description.
   Revamped UI Old UI

   

   

4. Click Edit team. The Edit team page is displayed.
5. You can edit the Team Name and Description.
6. Click Save.

Remove a Team

To remove a team:

1. Go to the following navigations on the MoEngage dashboard for the revamped and new UIs.
   1. Revamped UI: Settings -> Account -> Team management -> Teams
   2. Old UI: Settings -> Account -> Teams
2. Select the relevant team from the left navigation menu that you want to delete.
3. Click the ellipsis next to the Description.
   1. When you delete a team, its campaigns and custom segments are moved to the default team.
   2. Your team members will be moved to the default team. Click Delete team. You are prompted for confirmation and notified of the following:
4. Click Delete to delete the team.

Add Users to a Team

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

Users can be part of multiple teams but will have permissions for the same role 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:
   1. Revamped UI: Settings -> Account -> Team management -> Teams.
   2. Old UI: Settings -> Account -> Teams.
2. Select the relevant team from the left navigation menu to which you want to add the user.
3. Click + Add Team Member(s).
   Revamped UI Old UI

   

   

4. Select the relevant users you want to add from the Email drop-down.

   

5. Click Add.

Admins are part of all teams created for a workspace. A workspace can have multiple Admins.

Remove Users from a Team

To remove a user:

1. Navigate to:
   1. Revamped UI: Settings -> Account -> Team management -> Teams.
   2. Old UI: Settings -> Account -> Teams
2. Select the relevant team from the left navigation menu from which you want to remove the user.
3. Click on the vertical ellipsis icon next to the user you want to remove.

   

4. Click Remove member. 

An Admin cannot be removed from a team.

Manage Members of a Team 

Team View

Users who are part of multiple teams can switch between them using the Teams drop-down list in the team management section of the dashboard. The team view lists the members of that team only.

Edit a User Role

Team members can edit the roles of other team members based on the role hierarchy. A user with the same or superior role as theirs can change each user's role.

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. If the user is part of only one team, they will lose access to the workspace altogether.

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

Channels with Teams Support

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 must 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 follows:

Change the Team Name in a Published Campaign

If you change the team while editing a published campaign:

• If the team name is edited before the start time of the campaign, you are notified that the segmentation and reachability will be recalculated based on the newly selected team (the new team's segmentation filters apply to the campaign's target audience now), as shown in the following image.
• If the campaign sending is in progress, you cannot edit the team. You can only edit the team for a campaign before the Scheduled and Active campaigns start.

Campaign Visibility

Team members can only see the campaigns created for their team, either by themselves or by other team members.

Team members who are part of multiple teams or admins who are part of all teams see campaigns from all teams they are part of on the All campaigns page on the dashboard. Team members can choose to filter the campaigns using the team from the All campaigns for drop-down list available at the top of the page, as depicted in the image below. The same applies to campaign drafts as well.