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Team Management

Collaborate with team members using team accounts and role-based permissions

Team Management

SuccessBridge supports team collaboration with shared team accounts, role-based permissions, and member management capabilities.

Team Accounts

What is a Team Account?

A team account is a shared workspace where multiple team members can:

  • Access shared data and resources
  • Collaborate on cases, campaigns, and presentations
  • Share integrations and configurations
  • Work with unified customer data

Personal vs. Team Accounts

  • Personal Account: Individual workspace for your own use
  • Team Account: Shared workspace with colleagues
  • Switching: Use the account selector to switch contexts

Creating a Team

Requirements

To create a team account:

  • Active SuccessBridge account
  • Team creation feature enabled
  • Organization email domain

Creation Process

  1. Click your profile icon
  2. Select "Create Team"
  3. Enter team name
  4. Configure initial settings
  5. Invite team members

Managing Team Members

Inviting Members

Add colleagues to your team:

  1. Go to [Team] > Members
  2. Click "Invite Member"
  3. Enter email address
  4. Assign role (Owner or Member)
  5. Send invitation

Member Roles

Owner

Full administrative control:

  • Manage all team settings
  • Add/remove members
  • Update team billing
  • Delete team account
  • Access all features

Member

Standard access:

  • Access team data and features
  • Create and edit content
  • View analytics and reports
  • Limited settings access

Permission Management

Control what members can do:

  • Assign appropriate roles
  • Restrict sensitive operations
  • Ensure data security
  • Audit member activity

Team Settings

General Settings

Configure team preferences:

  • Team Name: Update display name
  • Team Avatar: Add team logo/image
  • Description: Team purpose or notes

Integration Settings

Shared team integrations:

  • Khoros Community: Connect community instances
  • Email Provider: Team email sending configuration
  • Google Account: Deck Studio Google Slides access
  • Ephor AI: Shared AI projects and tokens

Notification Settings

Control team notifications:

  • Email notification preferences
  • Mention notifications
  • Activity alerts
  • Weekly digests

Billing and Subscriptions

Team Billing

Manage team subscription:

  • View current plan
  • Update payment method
  • Review usage and seats
  • Access invoices

Per-Seat Billing

Team accounts charged by active members:

  • Automatic billing adjustments when adding/removing members
  • Prorated charges for mid-cycle changes
  • View seat usage in billing dashboard

Changing Plans

Upgrade or adjust your subscription:

  1. Go to [Team] > Billing
  2. Review available plans
  3. Select new plan
  4. Confirm changes

Best Practices

Team Structure

Organize effectively:

  • Create teams by department or function
  • Keep teams focused on specific responsibilities
  • Use descriptive team names
  • Document team purposes

Member Management

Maintain team health:

  • Review member list regularly
  • Remove inactive members
  • Update roles as responsibilities change
  • Onboard new members with documentation

Data Organization

Keep team workspace clean:

  • Use consistent naming conventions
  • Archive completed campaigns and decks
  • Organize lists and templates
  • Document processes

Security

Protect team data:

  • Assign minimum necessary permissions
  • Review member access regularly
  • Use strong passwords and MFA
  • Monitor team activity

Collaboration Features

Shared Resources

Team members share:

  • Contact lists and campaigns
  • Email templates
  • Deck Studio templates and themes
  • Signals analytics and exports

Activity Visibility

See what teammates are doing:

  • Recent campaigns sent
  • Presentations generated
  • Cases updated
  • Data exports created

Communication

Coordinate work:

  • Add notes to shared resources
  • Tag team members in comments
  • Share insights and findings
  • Coordinate customer outreach

Switching Between Teams

Team Selector

Access multiple teams:

  1. Click team name in sidebar
  2. View list of your teams
  3. Select team to switch to
  4. Context changes to selected team

Personal Account Access

Switch to personal workspace:

  • Use team selector
  • Choose your personal account
  • Access personal data and settings
  • Independent from team accounts

Next, explore Settings and Configuration for platform customization.