Creating and managing teams

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What are teams used for?

Teams in Dema provide a flexible way to organize and manage access to reports, metrics, and dimensions within your organization. They serve three main purposes:

1. Streamline navigation: Quickly find and share reports with your team.
2. Simplify data visibility: Teams can show or hide relevant metrics and dimensions for easier analysis.
3. Restrict guest user access: Limit the scope of metrics and dimensions available to guest users.

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Creating a team

Any user, except guest users, can create a team. Follow these steps:

1. Navigate to Settings → Add Team.
2. Enter a name for your team.
3. Choose an icon to represent your team.

Once created, all members in your organization can join the team, and Admins can add other members to the team.

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Adding members to a team

To add members to an existing team:

1. Navigate to Settings → Teams.
2. Click on the team name.
3. Select Add Members and choose the members you’d like to add.

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Team data settings

Teams can control which metrics and dimensions are visible for their members. This helps improve focus and restricts data visibility for guest users.

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Setting team data access

1. Go to Settings → Teams and select your team.
2. Click on the Data tab.
3. Choose which metrics and dimensions this team has access to.

For example:

• A team with access to “Channel” and “Country” as dimensions and “Average Order Value” and “ROAS” as metrics will only see these options in the report section.

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Data access for different roles

• Guest users:

  • Only see the metrics and dimensions assigned to their team(s).
  • Cannot view or access any other data.

• Other members and Admins:

  • Can still access all metrics and dimensions across the platform.
  • Teams act as “filters” for ease of navigation rather than strict limits.

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Sharing and managing reports with teams

Dema allows you to control the visibility of reports by sharing them with specific teams.

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Sharing reports

1. In the Reports view, create or select a report.
2. Set the report visibility to:
   • Private: Only visible to you.
   • Everyone: Shared with all members in your organization.
   • Specific teams: Share with one or more teams.

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Accessing shared reports

• Team members can view shared reports by selecting All Reports or clicking on the specific team name in the Reports view.
• Guest users can only access reports shared with their team(s).

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Benefits of teams

• Simplify data access: Focus only on metrics and dimensions relevant to your team.
• Enhanced collaboration: Share reports seamlessly with relevant teams.
• Control guest access: Restrict guest users to specific data while maintaining full visibility for other members.