Overview
Teams help you organize users, manage access, and control how content and branding are shared in BombBomb Engage. This article explains account and team roles, how to create and manage teams, and how to configure permissions and player page branding for each team.
Who this applies to: Admins, Application Admins
Plan requirement: Core, Core + Copilot, Enterprise
Understanding Roles
BombBomb Engage uses two levels of roles: Account Roles and Team Roles. These roles work independently, which means a user can have one role across the account and a different role within a specific team.
Account Roles
Account Roles determine what a user can access or manage across the entire BombBomb account.
Application Admin
Application Admin is a separate permission that can be combined with any Account Role. It is enabled using the Application Admin checkbox in Manage Users.
Application Admins have full editing access in Manage Users. They can add users, change roles, manage licenses, and deactivate users. Other roles may have read-only access or no access to Manage Users.
Admin
Admins have full access to Account Settings and Manage Team for every team on the account. They can view Manage Users, but they cannot make changes unless they also have Application Admin permission.
Admins can enable Video Review for teams where they are also assigned the Team Admin role.
Content Admin
Content Admins manage content across the entire account. They can view, upload, and manage videos in every team’s Shared Videos folder. They can also upload and manage Virtual Backgrounds for all teams.
Content Admins do not have access to Manage Team, Manage Users, or Account Settings.
Account QA Admin
Account QA Admins have controlled, read-only access that can be used to review accounts and troubleshoot issues on behalf of users. This role provides visibility without allowing changes to customer data.
Team QA Admin
Team QA Admins can access a user’s experience to replicate and troubleshoot issues without modifying the user’s data.
Member
Members are standard BombBomb users. They can record and send videos, manage their own Workspace, complete Assignments, and view their personal Insights.
Team Roles
Team Roles determine what a user can access or manage within a specific team. A user can have a different Team Role on each team they belong to.
Admin
Team Admins have full access to their team’s settings in Manage Team, including Team Members, Player Page Defaults, and Permissions.
They can manage team membership, enable Video Review, enable Team Insights, and choose which CRM integrations are available for the team’s Automated Workflows.
Content Admin
Team Content Admins can manage Player Page Defaults for their team and upload or manage the team’s Virtual Backgrounds in Workspace.
They do not have access to the Team Members or Permissions tabs in Manage Team.
Member
Team Members can record videos, complete Assignments, and access Shared Videos available to their team.
How Account Roles and Team Roles Work Together
Account Roles and Team Roles are assigned separately.
For example, an Account Member can be a Team Admin for the Sales team. This gives the user management access for the Sales team without giving them administrative access across the entire account.
An Account Admin can also be a Team Member on a specific team. The user still has account-wide administrative access while participating in that team as a regular member.
An Account Content Admin can be assigned the Member role on every team. They can manage content across all team video folders without receiving team-management permissions.
Create a Team
- Click the team name in the upper-left corner of the navigation menu.
- Select Create Team at the bottom of the team switcher.
- Enter a name for the team.
- Add an optional team description.
- Click Save.
After creating the team, use Manage Team to add members and configure its settings.
Manage Team Members
- Select the team from the team switcher in the upper-left corner.
- Click Manage Team in the left navigation menu.
- Open the Team Members tab.
From the Team Members tab, you can:
- Add users from your BombBomb account to the team.
- Change a user’s Team Role to Admin, Content Admin, or Member.
- Remove a user from the team.
- View each user’s status and join date.
- Review the Player Page Brand assigned to each user.
Add Members
Click Add Members, select the users you want to add, and complete the prompts to add them to the team.
Change a Team Role
Find the user and select the appropriate role from the Team Role menu.
Remove a Member
Click the three-dot menu beside the user and select the option to remove them from the team.
Removing someone from a team does not deactivate their BombBomb account.
Manage a User’s Player Page Brand
The Player Page Brand column shows which team’s player page branding is assigned to each user.
This setting is especially important for users who belong to multiple teams. These users do not automatically receive the account-level player page defaults. Instead, their assigned Player Page Brand determines which team-level branding appears on their player pages.
You can also manage team membership from Manage Users. Select one or more users and use the bulk actions to add them to a team, or open an individual user’s menu to edit their team assignments.
Configure Team Permissions
Open Manage Team, and then select the Permissions tab to configure features for the selected team.
Team Administrator Permissions
Monthly Usage Report
Emails team administrators a monthly report showing team member activity.
Allow administrators to log into user accounts
Allows team administrators to access the accounts of users on their team for support or troubleshooting.
Team Insights
Allows team administrators to view team-level activity and analytics.
Automated Workflows
Enables Campaigns and Assignments for the team.
Automated Workflow Permissions
Require Video Review
Requires videos recorded by team members to be reviewed and approved by a team administrator before they can be sent.
This setting can only be enabled by an Admin or Application Admin who is also a Team Admin for the selected team.
Intro Videos
Enables introduction videos for automated campaigns.
Share Videos
Allows members to share completed Assignment videos outside their campaigns.
Automated Workflow Integrations
Choose which CRM platforms the team can use with Automated Workflows.
Available integrations may include:
- Total Expert
- Outreach
- HubSpot
- Microsoft Dynamics Customer Insights – Journeys
Enabling an integration makes it available for Automated Workflows on the selected team.
Configure Team Player Page Defaults
Team Player Page Defaults let you create a consistent player page experience for members of a specific team.
To configure these settings:
- Select the team from the team switcher.
- Click Manage Team.
- Open the Player Page Defaults tab.
Team-level settings can include:
- Company Name
- Company Website
- Company Logo
- Brand Color
- Company Address
- Disclaimer text
- LinkedIn link
- Facebook link
- X link
- YouTube link
- Header Button Text
- Header Button Link
You can also configure the available visibility and lock controls for supported fields. Locking a field prevents team members from overriding that value on their own player pages.
Team-level settings override the account-level Player Page Defaults for users whose Player Page Brand is assigned to that team.
For users who belong to multiple teams, use the Player Page Brand column on the Team Members page to confirm which team’s branding applies to them. Their defaults are based on that assignment rather than automatically reverting to the account-level settings.
For more detailed instructions, see How to Customize Team-Level Player Page Defaults.
Frequently Asked Questions
What is the difference between an Account Admin and a Team Admin?
An Account Admin has access to Account Settings and Manage Team for every team. They also have read-only access to Manage Users unless they have Application Admin permission.
A Team Admin manages only the teams where they have been assigned the Admin Team Role.
A user can be both an Account Admin and a Team Admin.
Can a user belong to more than one team?
Yes. A user can belong to multiple teams and have a different Team Role on each team.
Use the Player Page Brand assignment to determine which team’s branding applies to a user who belongs to multiple teams.
Can a team have more than one Team Admin?
Yes. You can assign as many Team Admins as your company needs.
Who can enable Video Review for a team?
An Admin or Application Admin can enable Video Review when they are also a Team Admin for the selected team.
A user cannot enable Video Review for a team they do not manage.
What happens to a user’s content when I remove them from a team?
The user loses access to that team’s Shared Videos and Assignments. Videos stored in the user’s personal My Videos folder are not affected.
What is the difference between deactivating a user and removing them from a team?
Removing a user from a team only removes their access to that team. They remain active on the account and retain access to any other teams they belong to.
Deactivating a user disables their access to the entire BombBomb account. Users are deactivated from Manage Users.
Why don’t I see the Permissions tab in Manage Team?
The Permissions tab is available to Account Admins, Application Admins, and Team Admins.
Team Content Admins and Team Members cannot access this tab.
Why is a user seeing another team’s player page branding?
Check the user’s Player Page Brand assignment in the Team Members tab. For users who belong to multiple teams, this assignment determines which team’s Player Page Defaults apply.