This article is part of a series:

  1. Teams - bringing your organization together

  2. Creating a team

  3. Editing a team

  4. Deleting a team

  5. Credits - how they work and where to use them

  6. Credits - designing an effective marketing strategy on BIMobject (coming soon)

In this article:

Opening the Teams overview

To start creating teams, you can click "View details" on the credit widget in the Business application. This will open the Teams Overview page, where you can find all created teams, see their current credit balances and their current maximum credit allocation. The first time you open the interface, you will see a single team called "Default team", where you'll find all current brand users already assigned.

Please note that if you prefer not to split your brand users into teams you can simply leave everything the way it is. Since all brand users are assigned to the default team, your brand's credits are available for everyone to spend, just like it was before the teams feature was introduced.

To create a new team, click "Create new team".

Step 1 - Select members

In the first step of the team creation flow, select all brand users you'd like to assign to the team. The list of available users is based on who has currently been invited to collaborate on the brand. As such, if you cannot find a user, you will need to invite them to the brand first. Simply click "Invite them" to navigate to the user administration page and invite the user to join the brand.

Once all relevant users have been selected, click "Next".

Step 2 - Name your team

In the second step, simply write a name for the team. The name can be maximum 50 characters long and will serve as the team's key identifier throughout the Business application, so make sure it adequately defines the purpose of the group.

When you're happy with the name, click "Next" to proceed to the final step.

Step 3 - Allocate credits

In the final step, you need to allocate the desired number of credits that the team should have at their disposal every month ("recurring credits"). While this may seem like a critical decision, keep in mind you can always change the allocation (and any other selections made throughout the creation process) at a later point in time.

There are a few tools in the interface designed to help you decide on a relevant level of credits to allocate to the team. At the top of the page, you can see how many recurring credits you are currently able to allocate. This corresponds to the number of recurring credits currently assigned to the default team, minus what you're currently intending to allocate to the team you are creating or editing. With every team you create and allocate credits to, the displayed amount will naturally decrease accordingly.

Below the credits allocation table, you will also find an expandable menu that shows the cost in credits of every available feature. For example, if you know that a team will be promoting a lot of products every month, it may be wise to allocate a number of credits that is proportional to the number of credits required to promote products.

While it's impossible to assign more credits to a team than what is currently available within the brand, you can always get in touch with your Customer Success Manager if you need additional credits.

Once you have allocated the desired amount of recurring credits, click "Save" to finalize the team creation.

Credits allocation in practice

When you return to the Teams Overview page, you will see that the number of credits assigned to the default team will have decreased by the amount allocated to the newly created team. Assuming no further changes are made after this point, the teams will receive the allocated amount of credits at the start of every month.

Allocating credits in the middle of a credit cycle

It should be noted that the act of allocating credits to a team will always be affected by the Default team's current balance. Meaning, if you decide to create a new team in the middle of a month when you may already have spent some credits from the Default team, the credit allocation works slightly differently for the incumbent month.

Let's go through an example:

  1. Let's say you had 750 monthly credits in the Default team at the start of the month (which for the sake of this example equals your total brand credits)

  2. Then, 400 credits of that balance are spent on promotional activities

  3. Another team is created, to which you'd like to allocate 500 monthly credits

  4. The new team receives the remaining 350 credits of the Default team's current balance to spend right away, but not the full 500 that were allocated

  5. On the 1st of the next month, the team's balance renews to 500. The Default team will at the same time be renewed to 250 credits, for an intact total of 1000 monthly brand credits:

As with everything else in life your organizational needs may change, prompting you to rethink your initial team structure and credits allocation. When this happens, you'll need to know how to edit an existing team.

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