How To Manage Teams and Templates to Assign Microsite Designs

In addition to organizing users to filter analytics, the Teams feature enables you to determine which user or users on your account are assigned to which Template.

What is the relationship between Teams and Templates?

• Users/microsites are organized into Teams.
• Teams are assigned to Templates.
• Templates determine the designs that are assigned to your Teams' microsites.

How to manage the relationship between teams and templates

How to manage Teams:

1. Log in to your OneTapConnect account dashboard.
2. Go to Users, then click Teams.
   1. To create a new Team, click + Create new Team > input your new Team's name > click Create Team.
   2. To rename or delete an existing Team, click More on the Team you need to update, then select the necessary action.
   3. To add a user or users to an existing Team, click Add Users > use the checkboxes to select a user or users > click Add to Team.
   4. To remove a user or users from an existing Team, click Remove Users > use the checkboxes to select a user or users > click Remove from Team.
   5. To see which Template is assigned to a given Team, click View Assigned Template to be redirected to the Templates page.

How to assign a Template to a Team:

1. Go to Templates.
2. Click ⋮ on the Template you need to update, then click Manage Teams.
3. Use the checkboxes to select a Team or Teams, then click Add to Team.

How to update a Template using the Visual Editor:

1. Go to Templates.
2. Click ⋮ on the Template you need to update, then click Edit Template to open the Visual Editor for that Template.

For more information on updating your microsite designs, see How to update your microsite(s) design.