Settings: Manage Team

How to Setup and Maintain the Agency Team #

The ReveelData interface allows you to segment and group information based on teams of Client Success Managers and/or Media Buyers.

1. To access the Teams section, go to Settings > Maintain Team (Image 1).
2. To create a team member, click “Create Representative”, name the representative, select the role(s) they belong to, enter their Slack User ID (optional), and click “Create Representative” (Image 2).
3. To edit an existing team member, click the edit control for the representative, make desired changes and click “Save Changes” (Image 3).
4. To delete a role, click the delete control (red trash icon) and confirm deletion (Image 4).