In Ozivi, you can create teams of people to whom you can assign roles to manage your Campaigns and videos. You can create as many teams as you want. This is an exclusive feature that we provide to our users to make their work easier to manage.
Note: You can only Create One team and add up to 10 Members to it. You can assign different permissions to different members.
Steps to Create Team & Invite Users
Step 1: On the Ozivi Dashboard you will see the team option on the left side menu.
Step 2: On the Teams page, you will option to Create your Team and also some more options like Members, Member Permission, and Invited Teams.
Step 3: To create your team, click on the Create New Team button.
Step 4: Once you click on the Create team button, a box will appear in which first you need to insert your Team Name and Description. Once you enter the detail, click on the Continue button.
Step 5: Now, you will get the option to enter the emails of your team members. You can add up to 10 member emails at once because the maximum number of members allowed is 10. Once you are done, click on the
Step 6: Once you created a member, you have to now assign the permissions to them. Just simply select the member and assign the permissions you want to give to that particular member.
Step 7: After Submitting the settings, your member will receive a separate email which his own login credentials. Using these credentials, they will log in to the account and then choose your team and will be in your account to do the work you have assigned.
In this way, you don’t have to share your credentials with any of the team members.
Now, your team member will have the option to enter your account. They just have to choose your team from their dashboard and then after that, they will be in your account with the limited permissions you have given them.
This is all for this tutorial. If you have any questions, please ask the support team via email.