Team lead and their media buyers
How to assign media buyers and designers to a team lead, and what the team lead then sees and can do for their team.
A team lead sees and edits the campaigns of the employees assigned to them: the assignment is set with a single field in the user window of the Team («Команда») section. The section is visible to the owner and the admin. For the roles themselves, see Team and roles.
Assign an employee to a team lead
First, the team must have a user with the Team lead («Тимлид Баеров») role. You can assign an employee with the Buyer («Баер») or Designer («Верстальщик») role, and each of them has one team lead.
- Open Admin panel → Team («Админ-панель → Команда»).
- In the media buyer's or designer's row, click Edit («Изменить»).
- In the Team lead (whose data is merged) («Тимлид (чьи данные объединяются)») field, select the team lead's login.
- Click Save («Сохранить»).
The team lead's login appears in the employee's Team lead («Тимлид») column of the table. The employee will have to log in to the panel again: changing the team lead ends their current sessions.
The same field is in the “Create user” («Создать пользователя») window when Buyer or Designer is selected in the Role («Роль») field. By default it is set to “— no team lead —” («— без тимлида —»).
To remove the assignment, select “— no team lead —” in the field and click Save.
What the team lead sees
| Section | What the team lead can access |
|---|---|
| Campaigns («Кампании») | Their own campaigns and the campaigns of assigned employees, with the right to edit them. Campaigns shared with them are view-only |
| Dashboard («Дашборд»), Reports («Отчёты») | Stats for the same campaigns |
| Offers («Офферы»), Landing pages («Лендинги») | All of the team's offers and landing pages, with the right to create, edit and delete them |
| Domains («Домены») | All of the team's domains |
The team lead does not see the campaigns of other media buyers and other team leads.
A team lead edits an employee's campaigns the same way as their own: changes settings and streams, pauses, copies and archives them. A copy of an employee's campaign stays with that employee. For details, see Campaign access and “Share”.
The owner and the admin can narrow a team lead's access with the Permissions («Права») button in their row — see User permissions.
The All buyers filter
A team lead who has at least one employee assigned gets an All buyers («Все баеры») list in the Campaigns section, next to the All groups («Все группы») list.
- Open Campaigns.
- Select the employee's login in the All buyers list.
Only that employee's campaigns stay in the table. The list includes both media buyers and designers. To show all campaigns again, select All buyers. For the table itself, see Campaigns: the list and working with the table.
Granting access and copies to your employees
In the share windows, recipients are chosen from media buyers and designers: the owner and the admin choose from all of them, a team lead only from those assigned to them.
| What the team lead grants | Where | What the employee gets |
|---|---|---|
| A campaign | The Share («Поделиться») button in the campaign header | View access to the campaign and its stats |
| An offer | The Access («Доступ») button in the offer row | The same offer in their own list, available for selection in streams — see Offers |
| An offer or a landing page | The Copy («Копировать») button, the Assign to a team member («Назначить сотруднику») field | A copy that belongs to the employee |
| A landing page | The Access button in the landing page row | The same landing page in their own list, available for viewing and selection in streams — see Landing pages |
| A domain group | Domains → Groups («Домены → Группы»), the Share button in the group row | The group's domains in the list when setting up a campaign — see Domain groups and media buyer access |
Offers and landing pages: how they differ from campaigns
Campaigns are split by team: a team lead sees their own campaigns and those of their employees. Offers and landing pages are shared: a team lead sees all of them, regardless of assignment. A designer sees them the same way.
A media buyer sees only their own offers and landing pages and the ones shared with them. Assignment to a team lead does not change this: grant the media buyer an offer or a landing page in one of the ways from the table above.
Role changes and deletion
| What changed | What happens |
|---|---|
| The employee's team lead was changed | The new team lead sees their campaigns right away, the previous one no longer does. Access and copies the employee has already received stay with them |
| The employee's role was changed to anything other than Buyer and Designer | The assignment is removed. The campaigns stay with the employee, and the team lead no longer sees them |
| The employee was deleted | Their campaigns, offers, landing pages and shared funnels pass to their team lead. If they had no team lead, to the person who deletes them |
| The team lead's role was changed | They see the employees' campaigns under the rules of the new role. The Team lead column of their employees shows “— no team lead —”. If you give them the Team lead role back, the employees who have not been assigned another team lead are assigned to them again |
| The team lead was deleted | Their employees are left without a team lead and keep their campaigns. The team lead's own campaigns, offers, landing pages and shared funnels pass to the person who deletes them |
After you change a team lead's role or delete them, choose another team lead for their employees.
Check
- Open Admin panel → Team.
- Make sure the employee's Team lead column shows the right login.
- Ask the team lead to open the Campaigns section again.
The employee's campaigns appear in the team lead's table, and the All buyers list with the employee's login appears above the table. The team lead does not need to log in again. The owner and the admin can view the panel as the team lead — see Log in as a user.
FAQ
The person you need is not in the Team lead field
The list contains only users with the Team lead role. Click Edit in that person's row, select the Team lead role and save.
The user window has no Team lead field
The field is shown only for the Buyer or Designer role. For other roles, the Team lead column shows a dash.
The team lead has no All buyers list
Nobody is assigned to them. The list appears after the first employee is assigned, once the team lead opens the Campaigns section again.
The team lead has nobody to choose in the Share window
Nobody is assigned to the team lead. The window shows “Nobody to share with — no media buyers or designers” («Некому шарить — нет баеров и верстальщиков»), “No employees to share with” («Нет сотрудников для шаринга») or “No media buyers to share with” («Нет баеров для шаринга»). Assign employees and open the window again.