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Braze Learning courseTeams

Braze admins can group their dashboard users into Teams with varying user roles and permissions.

Teams can be set up across customer base location, language, and custom attributes so that members and non-members have different access to messaging features and customer data. Team filters and tags can be assigned across various engagement tools.

Teams are not available on all Braze contracts. If you’d like to access this feature, reach out to your Braze account manager or contact us for a consultation.

Creating Teams

Go to Settings > Internal Teams and click Add Team.

Enter the Team Name. Use the Define Team (Optional) to select a custom attribute, location, or language to further define permissions.

Teams can be used to filter end-users for engagement objects like campaigns, Canvases, Content Cards, segments, and more. See the section in this article on Assigning tags and filters to learn more.

Adding a new team

Assigning roles

Braze admins can assign Team Roles to their dashboard users who are limited to only read or write data available to their particular Teams. Predefined Team Roles include language and location.

To assign a Team Role, navigate to Settings > Company Users and select a user you’d like to add to your team.

Then perform the following steps:

  1. Click Edit.
  2. Set their User Role to Limited.
  3. Add them to the appropriate workspace.
  4. Select the Team you’d like to add this user to, and assign specific permissions from the Team permissions column. Note that some permissions are only granted via workspace, and these permissions will appear as “–” in the Teams permissions column.

Assigning Team roles

To see descriptions of what each user permission includes and how to use them, check out our User Permissions section.

Assigning tags and filters

Dashboard objects can be assigned to Teams. Canvases, campaigns, cards, segments, email templates, and media library assets can all be labeled with a Team filter and tag.

Adding a Team tag to a campaign

Based on the definitions applied to the Team created, when a Team filter is assigned, you automatically restrict user profiles that a dashboard object can include based on your team definition. For example, TeamA is defined as end-users from the US. When a TeamA Team filter is assigned to CampaignA, CampaignA will only include end-users from the USA, and only TeamA (other than dashboard admins) will be able to access CampaignA.

Based on assigned permissions, members of teams will only be allowed to access dashboard engagement tools that have the team filter set. Members are also able to filter Canvases, campaigns, cards, and segments by team to identify dashboard objects relevant to them.

Archiving an existing Team

You can archive Teams from the Internal Teams page.

Select one or many teams to archive. If the Team is not associated with any object within Braze, the Team will be archived immediately. If the Team is associated with an object, you will be presented with an option to remove the Team after the archive process or replace the Team.

Archiving a Team that is associated with an object in Braze

Braze admins can unarchive a Team by selecting the archived Team and clicking Unarchive.

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