Getting started with teams

Remember that the teams feature restricts access. The more quickly you can set up your teams and assign them to users and entities, the sooner your users can get the access they need to do their work.

When you first enable teams for your network, following these best practices can help you to minimize the disruption.

  • Get organized. Start by deciding on your team structure before you enable the teams feature. Map out each team you'll need, with the users, orders, companies, and ad units that will be added to the team.

  • Confirm your administrators. The first time that you enable the teams feature, all of your system administrators will be added automatically to the 'All entities' team, whether they're members of the system-defined 'Admin' role or a custom role with similar permissions. Members of the 'All entities' team have access to all ad units, orders, and companies across the network. These users are the ones you entrust with setting up and administering teams for everyone else. After the teams feature is enabled, check to make sure that the right users have been assigned to the 'All entities' team. Learn more about adding users to teams.

  • Work quickly. Plan to spend time creating and organizing teams as soon as you enable the feature. All non-admin users are assigned to the 'All companies and inventory' team when the feature is first enabled, so you might need to shift some users to limit their access.

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