Administering My Team

Plannuh administrators use the My Team page to control who has what kind of access to which budgets

The My Team page gives insight into which team members have been invited to budgets, whether they have accessed Plannuh yet, and what permissions/access those team members have.

Accessing the My Team Page

The My Team page can be accessed by Plannuh administrators in the admin settings.

Managing Your Team

There are a variety of ways you can manage your team on this page.

Adding new users

To add a new user to your team, click "Add New User" at the top left of the page. This will add a new line in your list of users with fields for First Name, Last Name, Email, Permissions, Budgets, Segments, and Profile Status.

Permissions

The permissions fields, which include permissions, budgets, and segments, allow you to control who has access to what in your Plannuh account. When choosing permissions from the dropdown, there will be 3 options, each allowing different access and editing abilities to the user:

• Admin
• Read-Write
• Read-Only

When assigning Read-Write or Read-Only permissions to a user, you can choose a specific budget that the user has access to:

Once you've chosen a budget, you can go one step further and give access to selected segments within that budget:

And finally, you can add permissions for multiple budgets by clicking the plus icon next to the permissions dropdown:

Read-Write and Read-Only Permissions

Read-Write and Read-Only work in a relatively expected manner. Read-Write allows the user to make changes to the goals, campaigns, and expenses within the segments they've been given access to, and Read-Only will allow users to view these objects without the ability to edit them.

Admin Permissions

Admin permissions give the user access to all of the functionality within Plannuh. This includes the ability to view and make changes to Plannuh's admin settings, which can be found in the same settings dropdown that give access to the My Team page:

Note that there are no permissions restrictions that come with Admin access, meaning these users can make changes to the entirety of each budget.

Weekly Email

The Weekly email column will populate with "Yes" if you give a user permissions to a budget with the status "Live". This weekly email will give the user updates on their spend, budget, and status of their campaigns.

Profile Status

A user can have one of four profile statuses, which mean the following:

• Send Invite: the user has yet to be invited in to the account. Click to send an invite to their specified email which will allow them to set a password for their profile. They can then login using their specified email and new password.
• Pending: an invite has been sent to the user but they have not used it to create a new password for their profile. These invites have a 30-day expiration date which will be specified under the status.
• Resend: the invite for the user has expired on the date specified below the status. Click to send a new invitation to the user to set their password.
• Active: the user successfully created a password from the email invitation and can login to their Plannuh profile.