Who can use this feature?
- All users who belong to more than one team
- Available on Enterprise plans
If you belong to more than one team, you can click your profile image to switch between teams. Teams give you team-based context to different items in Totango, based on parameters for the selected team.
Global admins and users with advanced permissions can create and manage teams within Settings > User Management > Teams. Users must be explicitly added to teams, including global admins and team admins.
Use team-based context
Refer to the following areas of Totango when switching between teams.
| Feature | Description |
|---|---|
| Searching for accounts |
Search results may be limited to team account set if extended account search is disabled |
| Searching for campaigns |
Search results may contain campaigns from other teams if enabled by your admin (Settings > General) |
| Searching for SuccessPlays |
Search results may contain SuccessPlays from other teams if enabled by your admin (Settings > General) |
| Agenda and tasks | Tasks across all your teams are viewable in the Agenda tab within My Portfolio |
| Executive console | Customer Health, Team Spotlight, Revenue Center, and Usage Monitor includes activity within the selected team's scope |
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