Overview
Teams are how you organize users, control access, and manage content in BombBomb Engage. This article explains how roles work at both the account and team level, how to create and manage teams, and how to configure permissions for each team.
Who this applies to: Admins, Application Admins
Plan requirement: Core, Core + Copilot, Enterprise
Understanding Roles
BombBomb Engage has two levels of roles: Account Roles and Team Roles. These work independently of each other — a user can have a different role at the account level than they do on a specific team.
Account Roles
Account Roles define what a user can do across the entire account.
Application Admin is not a role in itself but a separate permission, set via a checkbox in Manage Users. It can be combined with any Account Role. Application Admins have full edit access to Manage Users — adding users, changing roles, managing licenses, and deactivating accounts. All other roles have read-only access to Manage Users or no access at all.
Admin has full access to Account Settings and Manage Team across all teams. Admins can see Manage Users but cannot edit — that requires Application Admin. Admins can enable Video Review for any team where they are also a Team Admin.
Content Admin is a content management role scoped to the entire account. Content Admins can view, upload, and manage videos in every team's Shared Video folder across the account. 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 can provide controlled, read-only access for reviewing accounts and troubleshooting on behalf of users. QA Admin roles are specialized administrative roles designed for visibility and troubleshooting without the risk of modifying customer data.
Team QA Admin can log in as a user to replicate issues without the risk of modifying customer data.
Member is the standard user role. Members can record and send videos, access their own Workspace, complete Assignments, and view their own Insights.
Team Roles
Team Roles define what a user can do within a specific team. A user can have a different Team Role on each team they belong to.
Admin (Team) has full access to that team's settings in Manage Team — including Team Members, Player Page Defaults, and Permissions. Team Admins can enable Video Review for their team and manage who belongs to it. They can also enable Team Insights and configure which CRM integrations are active for Automated Workflows on their team.
Content Admin (Team) can manage Player Page Defaults for their team and upload and manage Virtual Backgrounds for that team in Workspace. They do not have access to Team Members or Permissions tabs in Manage Team.
Member (Team) is the standard team user. They can record videos, complete Assignments, and access Shared Videos for their team.
How Account Roles and Team Roles Work Together
These two role levels are independent. For example:
- A user can be an Account Member but a Team Admin on the Sales team — giving them team management access for Sales only.
- A user can be an Account Admin but a Team Member on a specific team — giving them full account access while participating as a regular member of that team.
- A user can be an Account Content Admin with a Member role on every team — giving them account-wide access to all team video libraries without any team management responsibilities.
Creating a Team
To create a new team, click the team name in the top-left corner of the nav to open the team switcher, then click + Create Team at the bottom of the dropdown.
Enter a Team Name and an optional Team Description, then click Save. Once the team is created, you can add members and configure settings from Manage Team.
Managing Team Members
To add or manage members on a specific team, first select that team from the team switcher in the top-left corner, then click Manage Team in the left nav.
From the Team Members tab you can:
- Add members — click Add Members and select users from your account to add to the team
- Change a member's Team Role — click the Team Role dropdown next to their name and select Admin, Content Admin, or Member
- Remove a member — click the three dots next to their name and select the remove option
- View member status — Active or Inactive, and their join date
Note: You can also manage team membership from Manage Users. Select the checkbox next to one or more users and use the bulk action to add them to a team, or click the three dots next to an individual user to edit their team assignments.
Configuring Team Permissions
From Manage Team → Permissions, you can configure what's enabled for the selected team. This is where you control the team's Automated Workflows behavior and admin capabilities.
Team Administrators
- Monthly Usage Report — emails team admins a monthly report of team member activity
- Allow administrators to log into user accounts — lets team admins access other users' accounts on this team
- Team Insights — gives team admins access to team-level Insights and analytics
- Automated Workflows — enables Automated Workflows (Campaigns and Assignments) for this team
Automated Workflow Permissions
- Require Video Review — all videos recorded by team members must be reviewed and approved by a team admin before they can be sent. This setting is only available to Admins and Application Admins who are also a Team Admin on this team.
- Intro Videos — enables introduction videos for automated campaigns
- Share Videos — allows members to share their completed Assignment videos outside of their campaigns
Automated Workflow Integrations Select which CRM platforms you want this team's campaign videos to send from — Total Expert, Outreach, HubSpot, or Microsoft Dynamics Customer Insights – Journeys. Enabling a CRM here connects it to Automated Workflows for this team.
Configuring Team Player Page Defaults
From Manage Team → Player Page Defaults, you can set team-level branding for video player pages. These settings override the account-level defaults set in Account Settings for any user who belongs only to this team.
You can configure:
- Organization Name
- Organization Website
- Disclaimer text (maximum 4,000 characters)
- Social media links (LinkedIn, Facebook, X/Twitter, YouTube)
- Header Button Text
- Header Button Link
Note: Team-level Player Page Defaults currently do not include the lock and visibility controls available at the account level. Team Admins can set default values for these fields, but cannot lock them or control whether users can override them. Lock controls are managed at the account level in Account Settings → Player Page Defaults.
Important: Team-level settings only apply to users who belong exclusively to this team. Users who belong to multiple teams inherit account-level defaults instead.
See How to Customize Team-Level Player Page Defaults for detailed instructions.
Frequently Asked Questions
What's the difference between an Account Admin and a Team Admin? An Account Admin has access to settings across the entire account — Account Settings, all teams' Manage Team, and read-only Manage Users. A Team Admin only manages the specific team they've been assigned as Admin on. A user can be both.
Can a user belong to more than one team? Yes. Users can belong to multiple teams and have a different Team Role on each one.
Can there be more than one Team Admin on a team? Yes. A team can have as many Team Admins as needed.
Who can enable Video Review for a team? Admins, Application Admins, and Team Admins — but only for teams where they hold the Team Admin role. You cannot enable Video Review for a team you don't manage.
What happens to a user's content if I remove them from a team? Removing a user from a team removes their access to that team's content and Assignments. Their personal videos in My Videos are not affected.
What's the difference between deactivating a user and removing them from a team? Removing a user from a team only removes them from that specific team — they remain active on the account and any other teams they belong to. Deactivating a user disables their entire account access. Deactivation is managed in Manage Users.
I don't see the Permissions tab in Manage Team. Why? The Permissions tab is only visible to Account Admins, Application Admins, and Team Admins. If you're a Team Content Admin or Member, you won't see this tab.