Teams

Teams in Zitcha define the scope of a user’s access. A user must belong to a team and have a role assigned within that team to access resources. Teams let you control exactly which resources users can see and act on.

Team Scopes

A team’s scope defines which resources its users can access. There are five scope methods:

• Organisations – Linked organisations you advertise with.
  • As a network: linked advertisers.
  • As an advertiser: linked networks.
• Product Sets – As defined in your product feed.
• Orders – Specific order names within your organisation.
• Plans – Specific plan names within your organisation.
• Wallets – Specific wallet names within your organisation.

How to check a team’s scope:

1. Go to Settings > Organisation > Teams.
2. Click the view icon next to the team.
3. Review the associated scope criteria.

Team Components

Each team has the following parts:

• Name – The human-readable title of the team, used in user configuration.
• Scope Method – The method chosen to define access (organisations, product sets, orders, plans, or wallets).
• Scope Criteria – The items chosen for the selected scope method.
• Users – A list of users in the team.
• Roles – The roles assigned to each user within the team.

Format: User name, Role

• Example: John Smith, Admin means John Smith has Admin permissions within that team’s scope.

Creating Teams

Before you begin: Check if the team already exists.

1. Go to Settings > Organisation > Teams.
2. Click Create new team.
3. Enter a Name for the team.
4. Choose one or more Scope Methods.
5. For each scope method, define the criteria:
   • Organisations – Select from your linked organisations.
   • Product Sets – Select from your product feed.
   • Orders – Select order names (e.g. Christmas Campaign).
   • Plans – Select plan names (e.g. 2024 Brand JBP).
   • Wallets – Select wallet names (e.g. 2024 Brand Over and Above).
6. Optionally, add users and assign them roles.
7. Click Create Team.

Editing Teams

Changing a team’s scope may affect what resources its users can access.

1. Go to Settings > Organisation > Teams.
2. Click the pen icon next to the team.
3. Edit one or more of the following:
   • Name – Update the title.
   • Scope Method/Criteria – Add or remove scope criteria.
4. Click Save Changes.

Deleting Teams

Requirement: You cannot delete a team if you are still assigned to it. Ask another administrator to remove you first.

1. Go to Settings > Organisation > Teams.
2. Click the pen icon next to the team.
3. Click Delete Team.

Assigning Users to Teams

Assigning users to teams controls their access without giving them full platform permissions. Users can belong to multiple teams but must hold a role in each one.

Assign Multiple Users to a Team

1. Go to Settings > Organisation > Teams.
2. Create or select a team.
3. Click the pen icon next to the team.
4. Under User, select the users to add.
5. Under Role, assign roles to those users.
6. Click Save Changes.

Assign a User to Multiple Teams

1. Go to Settings > Organisation > Users.
2. Find the user and click the pen icon.
3. Under Team, select the teams to assign.
4. Under Role, assign the user’s role for each team.
5. Click Save Changes.

Summary

• Teams define what resources a user can access.
• A user must be in at least one team, with a role, to have access.
• Scopes can be defined by organisations, product sets, orders, plans, or wallets.
• Teams can be created, edited, or deleted as your organisation evolves.