Create different teams under the same organization
Teams allow you to isolate funding sources, team members, order histories, etc. You may find them useful if:
-
You have multiple use cases for Tremendous across different departments
-
You wish to manage separate accounts for different clients
How to create a new team
The first team that was created can be considered the "parent" or "umbrella" team. Therefore, you must be an Admin of the parent team to create a new team.
-
If you are a user on multiple teams, switch to the parent team.
-
Click Team settings in the left-hand menu. You will brought to the Users page.
-
In the upper right-hand corner, click Add new team.
-
Enter the new team's name; this can be changed later if needed.
-
Select whether you would like to copy any settings from the parent team to the new team (i.e. payment methods, campaigns, and/or custom fields).
-
(Optional) Click Add new user to invite a colleague.
-
Click Send invites to create the new team.