Membership accounts may have the option to organize their account by team. Admins can assign users, projects, and postings to different teams to improve organization and control visibility across the account.
When a project or posting is assigned to a team, only users appointed to that team can view and collaborate on it.
Only account Admins can create teams and assign users. Admins can view and access all teams.
How to Create a New Team
After logging in, click your profile image in the top right of the screen and click Company Profile from the drop down.
Click to the Members tab. Here you can review all account users and their designated teams.
To create a new team, click Add Team. Enter the team name and description, then click the checkmark to confirm.
How to Assign a User to a Team
In the members page, scroll down to locate the user. On the right side of the page, click the Teams icon. From the drop down, select the Team that you’d like to assign that user to. A user can be assigned to more than one team.
How to Assign a Team to a Posting or Project
Postings and Projects can only be assigned to one team. Users will be prompted to select a team when creating a posting. They will only have the option to add teams that they’ve been assigned to.
Admins can assign a team after the posting or project has been created. To do this, locate the posting or project and click the Teams icon on the right side of the page and designate a team from the drop down.
Assigning Cost Codes & Story Codes to Teams
Storyhunter now offers Admins the ability to allocate Cost & Story Codes to specific Teams. These codes can be assigned to one Team, many Teams, or no Teams. This makes it easier for companies to track spend by Team and can help companies stay organized by grouping Teams with different content categorizations. To add a Cost or Story Code to a specific Team, select the Teams Icon on the right side of the page in the Cost & Story Codes section.
From there, select the Team you wish to assign the specific code to. The chosen team will appear beneath the title of the code, and the two will be linked.
You can remove Teams from Cost and Story Codes by simply clicking on the "X" icon, which will remove the team from that particular code.
To learn more about the Teams feature, please contact your account manager or email firstname.lastname@example.org.