Teams

Manage who can work with each NowMetrix dashboard.

Team Management gives admins one place to maintain members, assign dashboard access, organize departments, and prepare responsibility workflows for the realtime dashboard.

Open Team Management

Team Management is available to account admins in the NowMetrix dashboard. Open the dashboard, choose the website you want to work with, then go to Settings -> Team Management.

The area is split into three tabs: Members, Departments, and Responsibilities. Use Members for user access, Departments for team structure, and Responsibilities for the on-dashboard handover feature.

Manage team members

The Members tab lists the people connected to your account. Admins can review each member's name, email address, role, department, avatar, and tracker access.

  1. Open Settings -> Team Management.
  2. Stay on the Members tab.
  3. Use the search field to find a person by name or email address.
  4. Open the member you want to update.
  5. Adjust the name, role, department, avatar, or accessible trackers.
  6. Save the changes.
Email addresses are locked because they identify the account login. If an email address needs to change, create or migrate the user through your account process instead of editing the email field directly.

Roles and tracker access

Setting What it controls
Admin Can access administrative areas such as team management, API settings, billing, and connectors.
Editor Can use the operational dashboard areas they have tracker access to, but cannot manage billing, API keys, team settings, or connectors.
Trackers Control which websites or dashboards the member can open in NowMetrix.
Department Groups the member into a team such as Newsdesk, Sports, Video, or Audience.

Keep tracker access narrow. A member only needs access to the dashboards they actually work with, and responsibility permissions can later use departments to keep handovers focused.

Create and manage departments

Departments help larger teams keep responsibilities clear. You can create departments for editorial desks, regional teams, video, social, audience, or any other structure that matches your organization.

  1. Open Settings -> Team Management.
  2. Select the Departments tab.
  3. Enter a department name, for example Sports newsroom.
  4. Select Create department.
  5. Assign team members to the department from the Members tab.

Existing departments can be renamed or deleted. Deleting a department does not delete team members; it only removes the department assignment from those members.

Why departments matter

Departments are also used by the Responsibilities feature. For example, you can allow only the Video department to take over a video responsibility, while everyone else can still see who is currently in charge.

Next: responsibilities

Once your team members and departments are clean, configure responsibilities to show who is currently in charge of a website, shift, video desk, or other operational role.

Read the responsibilities guide