Managing Brand Team Security

The Team, Team Assignment, and Team Member objects automate access control administration and the creation of User Role and User Role Setup records according to rules specific to your Vault, simplifying agency user management for global and local brand teams.

Adding a Team Member to a Team automatically provides that user with the security template associated with their Team Assignment.

Configuring Prerequisites

Before configuring Teams, Team Members, and Team Assignments, you must ensure that the fields on the Team Assignment URS object match the fields on the User Role Setup object. For example, the Country (country__c) field on a Team Assignment URS record populates the Country (country__c) field on the corresponding User Role Setup record. The objects must be identical for this feature to work properly. If the field configurations do not match, Vault displays an error.

Creating Brand Team Records

To create a brand team:

  1. Navigate to Business Admin > Objects > Teams.
  2. Click Create.
  3. Enter a Name.
  4. Select an Agency.
  5. Select a Brand.
  6. Select a Country / Region.
  7. Click Save, or click Save + Create to continue creating Teams.

To create a Team Assignment:

  1. On the Team details page, expand the Team Assignment section.
  2. Click Create.
  3. Enter a Name.
  4. Select an Assignment.
  5. Enter a Description.
  6. Click Save, or click Save + Create to continue creating Team Assignments.

To create a Team Assignment User Role:

  1. Navigate to Objects > Team Assignment User Role.
  2. Click Create.
  3. Select an Application Role.
  4. Select a Team Assignment.
  5. Click Save, or click Save + Create to continue creating Team Assignment User Roles.

To create a Team Assignment URS record:

  1. Navigate to Objects > Team Assignment URS.
  2. Click Create.
  3. Select a Role.
  4. Select a Team Assignment.
  5. Optional: Select a Brand, Country, Creative Agency, Document Type Group, and Source.
  6. Select a User.
  7. Optional: Select a Source Reference.
  8. Click Save, or click Save + Create to continue creating Team Assignment URS records.

To create Team Members:

  1. On the Team details page, expand the Team Members section.
  2. Click Create.
  3. Select a Team Assignment.
  4. Select a User.
  5. Click Save, or click Save + Create to continue creating Team Members.

Managing Teams, Team Assignments, & Team Members

When you create a Team Member record, Vault automatically creates User Role Setup and User Role records as defined in the assignment’s Team Assignment URS and Team Assignment User Role, respectively.

When you delete a Team Member record, Vault automatically deletes the matching User Role and User Role Setup records. Vault also deletes matching User Role and User Role Setup records, even if they were not created via Team Membership. Vault does not delete the security for this user if they have the same security in a different Team Assignment.

If a Team Member belongs to an assignment, and you create a Team Assignment URS or Team Assignment User Role record for that assignment, Vault gives the Team Member the relevant User Role Setup or User Role permissions.

Vault prevents you from creating duplicate Team Assignment URS, Team Assignment User Role, and Team Member records.

Copying Team Security

When you copy a Team object record via the Copy Record action, Vault copies the Team, Team Assignment, Team Assignment URS, and Team Assignment User Role records associated with the team, but does not copy the Team Members.

The following permissions control functionality related to managing brand team security:

Type Permission Label Controls
Security Profile Objects: Team: Create, Read, Edit, Delete Ability to create, read, edit, and delete Team records
Security Profile Objects: Team Member: Create, Read, Edit, Delete Ability to create, read, edit, and delete Team Member records. If the Team Assignment has Team Assignment URS records, you must also have permissions for that object.
Security Profile Objects: Team Assignment: Create, Read, Edit, Delete Ability to create, read, edit, and delete Team Assignment records
Security Profile Objects: Team Assignment URS: Create, Read, Edit, Delete With User Role Setup object permissions, this grants the ability to create, read, edit, and delete Team Assignment URS records
Security Profile Objects: Team Assignment User Role: Create, Read, Edit, Delete Ability to create, read, edit, and delete Team Assignment User Role records
Security Profile Objects: User Role: Edit Ability to edit the User Role object
Security Profile Objects: User Role Setup: Edit Ability to edit the User Role Setup object