Teams
As a Braze admin, you can group your dashboard users into teams with varying user roles and permissions. This allows you to have multiple, unrelated groups of dashboard users working together in one workspace by separating the types of content that can be edited.
Teams can be set up across customer base location, language, and custom attributes so that team members and non-team 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.
How do teams differ from permission sets and roles?
You can use team, permission sets, and user roles to manage dashboard user access and responsibilities within Braze. Each feature encompasses a different collection of permissions and access-controls.
Key differences
At a high level, each feature has a different scope:
- Permission sets control what dashboard users can do across all workspaces.
- Roles control what dashboard users can do in specific workspaces.
- Teams control the audiences that dashboard users can message.
| Feature | What you can do | Scope of access |
|---|---|---|
| Permission sets | Bundle permissions related to specific subject areas or actions (such as for “Developers” and “Marketers”), then apply them to dashboard users who need the same permissions across different workspaces. | Company wide |
| Roles | Bundle individual custom permissions and workspace-access controls into predefined roles (such as “Marketer - Fashion Brands” and “Marketer - Skincare Brands”), then assign a role to dashboard users to directly grant them the associated workspace access and permissions. Users with this level of access are typically managers in more tightly controlled environments or regular dashboard users. |
Specific workspaces |
| Teams | Limit dashboard user access to resources based on the audience (such as customer base location, language, and custom attributes). Users with this level of access typically are responsible for a specific scope within the brand that they’re working on, such as building language-specific content for a multilingual brand. |
Specific dashboard |
Creating teams
Go to Settings > Internal Teams and select Add Team.
Enter the Team Name. If desired, use the Define Team field to select a custom attribute, location, or language to further define what user data the team has access to. For example, a possible use case is to perform testing with teams by creating a development team that only has access to test users, identified by a custom attribute. Another use case is to restrict communication with users based on product.
If a team is defined by a custom attribute, language, or country, you can then use the team to filter end-users for features like campaigns, Canvases, Content Cards, segments, and more. For more, see Assigning team tags.
Assigning users to teams
Braze administrators and limited users with the company-level permission “Can Manage Company Settings” can assign team-level permissions to a dashboard user with limited access. When assigned to a team, dashboard users are limited to only read or write data available to their particular teams, such as user language, location, or custom attribute, as defined when the team was created.
To assign a user to a team, navigate to Settings > Company Users and select a user you’d like to add to your team.
Then perform the following steps:
- Select Edit.
- Set their User Role to Limited.
- Add them to the appropriate workspace.
- Select the Team you’d like to add this user to, and assign specific permissions from the Team permissions column.
Available team-level permissions
The following are all available permissions you can assign at the team level. Any permissions not listed here are only granted on the workspace level, and these permissions will appear as “–” in the Teams permissions column.
- Access Campaigns, Canvases, Cards, Content Blocks, Feature Flags, Segments, Media Library, and Preference Centers
- Send Campaigns, Canvases
- Publish Cards
- Edit Segments
- Export User Data
- View User Profiles PII Compliant
- Manage Dashboard Users
- Manage Media Library Assets
To see descriptions of what each user permission includes and how to use them, check out our User Permissions section.
Assigning team tags
You can assign a team to Canvases, campaigns, cards, segments, email templates, and media library assets with the Add Team filter.
- Based on the definitions applied when the team was created, when a team filter is assigned, that engagement tool’s audience is restricted to user profiles that match the definition.
- Based on assigned permissions, team members will only be allowed to access dashboard engagement tools that have their team filter set. If they have limited or no workspace permissions, they must add a team filter to certain objects before they can save or launch them. Team members are also able to filter Canvases, campaigns, cards, and segments by team to identify content relevant to them.
Use cases
Consider the following two scenarios for a marketer in Braze named Michelle. Michelle is a member of a team called “Development”. She has access to all of the team-level permissions for the Development team.
In this scenario, Michelle is a limited user that has no workspace-level permissions. Her permissions look something like this:
Based on Michelle’s assigned permissions, whenever she creates a campaign, she can only assign the “Development” team to that campaign. She can’t launch the campaign unless the team is assigned, and she can’t view or access any other team tags.
In this scenario, Michelle is still a member of the Development team, but she also has an additional workspace-level permission.
Because Michelle has the workspace-level permission of “Access Campaigns, Canvases, Cards, Content Blocks, Feature Flags, Segments, Media Library, and Preference Centers”, she can view and assign other team filters to the campaign she creates.
Similar to the first scenario, Michelle must add the Development team tag to the campaign before she can launch it.
Testing with teams
One possible use case for teams is to create a teams-based approval system for testing and launching content in a production environment.
To do so, create a “Development” team that only has access to test users. You can limit a team to only access test users if your test users are identifiable by a custom attribute. Then, add the custom attribute as a definition when creating or editing the team (see the preceding section Creating teams). Your approvers should have access to all users.
The general process would be as follows:
- Development team creates a campaign and adds the “Development” team tag.
- Development team launches the campaign to test users.
- Approver team validates the local campaign design, promotes, and launches. To launch, the Approver team changes the team tag from “Development” to “[All Teams]” and relaunches the campaign.
For changes to active campaigns:
- Development team clones the running campaign, adds the “Development” team tag, and saves.
- Development team makes edits and shares with the Approver team.
- Approver team removes the “Development” team tag, pauses the previous campaign, and launches the new campaign.
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.
Braze admins can unarchive a team by selecting the archived team and selecting Unarchive.
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