{"id":2988,"date":"2019-05-24T11:46:00","date_gmt":"2019-05-24T11:46:00","guid":{"rendered":"https:\/\/zeustrak.com\/blog\/?p=2988"},"modified":"2020-05-27T07:56:18","modified_gmt":"2020-05-27T07:56:18","slug":"team-management-in-zeustrak","status":"publish","type":"post","link":"https:\/\/zeustrack.io\/blog\/team-management-in-zeustrak\/","title":{"rendered":"Team Management in Zeustrack"},"content":{"rendered":"\n<p>After doing everything yourself (which can be a breeze with an awesome tool like Zeustrack) your operation might grow to a point where you realize you might need a little help and so you start to build a team. It could also be you realize that others are just way better at some elements of the business than you are and maybe you decide to outsource a few tasks to some top talent from time to time.<\/p>\n\n\n\n<p>Or maybe you&#8217;re ROI is blowing up to 1000% and you\u2019ve decided you\u2019d like to spend some more time sipping Pi\u00f1a Coladas on the beach for a while and just give orders to someone else for a while.<\/p>\n\n\n\n<p>Whatever the story, you\u2019ll want something that\u2019s easy to use still protects you from having to hand over all your secrets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Adding a member to your team<\/h3>\n\n\n\n<p>To add a new buyer you\u2019ll need to go to&nbsp;<strong>Team Management<\/strong>&nbsp;&gt;&nbsp;<strong>Users<\/strong>&nbsp;and press the&nbsp;<strong>New User<\/strong>&nbsp;button. The fields are very self-explanatory. The only thing we need to quickly cover is the&nbsp;<strong>Role<\/strong>&nbsp;field. The user role is a combination of the user\u2019s access rights and a kind of abstraction of a user&#8217;s role on a team. Refer to the docs to see the&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/support.zeustrak.com\/en\/support\/solutions\/articles\/35000007505-user-roles\" target=\"_blank\">list of available user roles<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/img.zeustrak.com\/assets\/zeustrak\/addbuyer.gif\" alt=\"\"\/><\/figure>\n\n\n\n<p>Every time you add a user, you as a team admin and the user will receive an email notification. Remember, when you need to remove a user from the team you are going to &#8220;archive&#8221; them, so you can reactivate them later if need be.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Access rights on the campaign level<\/h3>\n\n\n\n<p>Every campaign has a&nbsp;<strong>User Access<\/strong>&nbsp;tab. In this tab, you\u2019ll specify two settings. The first is the Manager of a campaign. The manager is responsible for a particular campaign. We&#8217;ll get into what that means a little later. The second is the User. Here you can specify the team members who can view and or edit the campaign.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/img.zeustrak.com\/assets\/zeustrak\/useraccess.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Can View<\/strong>&nbsp;\u2013 This means a user can view the statistics of the campaign, but can\u2019t make any changes.<\/li><li><strong>Can Edit<\/strong>&nbsp;\u2013 This means a user has full access to a campaign. Only tick this checkbox if you want to grant a user edit level access to a campaign.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Manage team member performance<\/h3>\n\n\n\n<p>Ok, so now that we\u2019ve scratched the surface, let\u2019s go a little deeper. When you specify a manager for a campaign, that team member is responsible for that campaign. Logically the manager of a campaign has full access to it and can edit, but only if the role correlates with global access rights. For example, you can specify a user with&nbsp;<strong>Designer<\/strong>&nbsp;role to be a manager of a campaign, but this user won&#8217;t see the campaign, because the&nbsp;<strong>Designer<\/strong>&nbsp;role is not able to edit a campaign and see its stats.<\/p>\n\n\n\n<p>When you need to keep track of the performance of a team member you can utilize the&nbsp;<strong>Mediabuyers<\/strong>&nbsp;report. You can find this report under the&nbsp;<strong>Reports<\/strong>&nbsp;&gt;&nbsp;<strong>Mediabuyers<\/strong>&nbsp;section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/img.zeustrak.com\/assets\/zeustrak\/buyers.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p>Additionally, you\u2019re also able to see the performance report for every member of your team. Go to&nbsp;<strong>Team Management<\/strong>&nbsp;&gt;&nbsp;<strong>Users<\/strong>, and click on a table row and press the&nbsp;<strong>Report<\/strong>&nbsp;button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/img.zeustrak.com\/assets\/zeustrak\/reportsbutton.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>After doing everything yourself (which can be a breeze with an awesome tool like Zeustrack) your operation might grow to a point where you realize you might need a little help and so you start to build a team. It could also be you realize that others are just way better at some elements of &hellip; <a href=\"https:\/\/zeustrack.io\/blog\/team-management-in-zeustrak\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Team Management in Zeustrack&#8221;<\/span><\/a><\/p>\n","protected":false},"author":27,"featured_media":2650,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"class_list":["post-2988","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-team-management"],"_links":{"self":[{"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/posts\/2988","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/comments?post=2988"}],"version-history":[{"count":4,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/posts\/2988\/revisions"}],"predecessor-version":[{"id":4838,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/posts\/2988\/revisions\/4838"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/media\/2650"}],"wp:attachment":[{"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/media?parent=2988"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/categories?post=2988"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/zeustrack.io\/blog\/wp-json\/wp\/v2\/tags?post=2988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}