On Phrasee's Users page, you can create one or more teams which you can then use to send your language variants within an experiment for approval.
Examples of teams a customer may create might include their Legal Team, Brand Compliance Team, Proofing Team, etc.
Check out this article to understand the external approvals process.
Creating a new team
When you navigate to Users within the Admin section, the Teams page will load automatically. Once you have existing teams, you’ll be able to see those teams and the users within them.
To get started setting up your first team, click the + Team button.
A pop up will appear. First, provide a unique name for the team followed by the email addresses of those you want to be included within the team.
Note: You can add people who do not currently have a Phrasee account. They will not be required to log into the platform.
If you'd rather add users in bulk, you can copy and paste a list of comma separated email addresses. Simply click Add multiple users at once, and you’ll be provided with an input field to copy and paste your values.
When the email addresses have been added, click Create Team.
And voila! Your team is created.
Adding or removing a team member
You can add or remove team members from an existing team as well. Click the + icon next to the team name to add a new member.
Click the trash can icon next to the team member's email address to delete one.
Delete a team
Need to delete an entire team? No problem. Click the ellipsis next to the corresponding team name and you’ll see the option to Delete team.
Follow the prompt and the team will be deleted from the account.
