Manage Organizations and Teams

In this article, you'll learn how to manage Teams in GrowthLoop. There are a few key concepts to understand in the GrowthLoop before we get started.

• Organizations: Organizations are the top level entity in GrowthLoop. Usually companies have one organization.
  • Organizations can have multiple Source Connectionsto different data clouds.
  • Organizations can have multiple teams.
• Teams: Teams are the defining unit for divisions and groups of people that collaborate often together.
  • Teams can have dataset groupsand datasets
  • Teams can have their own destinations

Managing Organizations

• Navigate to Organizations in the left menu rail
• Click Invitations
• Admins can invite users by inserting email addresses.
  • Select Team you are inviting teammate to.
  • Select Role you want your teammate to have.
  • Insert a Message they will receive in their email invite.

• Your teammates will receive an email asking them to join your GrowthLoop organization.
• To resend invites simply click Resend

Creating & Organizing Teams

• Navigate to Organizations in the left menu rail
• Click Teams

• To Create a new team, click Create Team and insert team name. You can then add users to team.

  

• To Add Users to a Team simply click Add User to [Team Name in upper right.

• To remove users from a Team click Remove next to their email address.

Navigating Orgs and Teams

• To switch between Organizations and Teams, you can use your Team Toggle in the left menu rail.
• You can only view the organizations and teams you belong to.
• By clicking on an Organization/Team in the Team Toggle you will be taken to that Team space.