Voters 9
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A
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Ability to create Groups/Teams of users
- Under review
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A |
Anonymous |
Some current flows:
1. When adding new users in the Agency Account, you need to Edit each Client Account in order to give new users access if "Admins and Selected Users" was already selected. If you have a lot of Clients, this is a very cumbersome process.
2. When setting up Scheduled Snapshots and Scorecard notifications, you need to input/select individual emails/users as recipients. Also, if you later add any new users to your Databox account you need to update notifications as well.
Suggested improvement:
1. Add the ability to set Group/ Team Permissions for Client Accounts. That way, we could say "PPC Managers" have access to all Client Accounts, "Finance" has access to no Client Accounts, "Marketing" has access to selected Client Accounts, etc.
2. Having Groups/ Teams in Databox would also make Notifications setup easier by quickly selecting a group or team of users, and users would avoid the step of updating Notifications when adding new users to their Databox Account.
Activity Newest / Oldest
Ziga Potocnik
Status changed to: Under review
Emil (Databox)
Post moved to this board
Katja Pozeb
Post moved to this board
Jeremiah Rizzo
Allow users to create "Teams" within their account (i.e. Marketing, Operations, HR).
For example, what Playlists are to songs in Spotify.
Functionality:
- Select Databoards and assign to a Team (i.e. select 8 Databoards > add to team = Marketing)
- Add Users to Teams
- Add default viewing and permissions by Team
Benefits:
1. Cleaner home page - you could better view what Metrics/Databoards are important to each team.
2. When a new member of the Marketing Team is added, and company adds them to their Databox account, he automatically sees what is most important and relevant to his team.
3. This would allow Tags to be properly used as tags (vs using them for teams). For example, Marketing = Team, and "Social" = Tag.
Sandra
Merged with: Group Databoards by "Team"