How to Create Teams and Assign Teams to Campaigns

This guide will take you through how to create teams in your GRIN account. Once teams are created they can be assigned to particular campaigns.  Users will be restricted to only viewing campaigns that their team is assigned to. However, users who have admin access will be able to view all campaigns regardless of team assignments.

Step 1 Go into your Account Settings.

Step 2 Scroll down and click on Teams under Organization. 

Step 3 Click on + Create.

Step 4 Create a Team Name and click Create Team.

Step 5 Click on Users.

Step 6 Select the users you would like on the team.

Step 7 In the navigation bar, click on Programs and select Campaigns.

Step 8 Click on the Edit Campaign icon.

Step 9 In "Step 1. Campaign Settings", select the Team to assign to the campaign.