> For the complete documentation index, see [llms.txt](https://help.citrusad.com/retail-media-interface/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.citrusad.com/retail-media-interface/retailer-team-and-user-management/managing-teams.md).

# Managing teams

As a retailer, you can manage all the supplier teams and users within your retail media network. The Teams Manager lets you view teams, create new teams, invite users, and control user permissions.

{% hint style="info" %}
This feature is available to retailer users. If you don't see the Teams menu, contact our Support team to confirm your user access.
{% endhint %}

***

### How to access Teams Manager

1. Log in to your Epsilon Retail Media account
2. Select your Retailer team from the team selector
3. Click **Teams** in the left navigation menu
4. Click the **Manage Teams** tab

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FJPDyfHpflwrzShmy7Txt%2FCleanShot%202026-03-23%20at%2010.02.033.png?alt=media&amp;token=a890d1bf-3cff-4ec2-8916-75ac54e8a512" alt=""><figcaption></figcaption></figure>

***

### Viewing your teams

The Teams Manager displays all teams you have access to, including:

* **Supplier teams** (advertisers/brands)
* **Retailer teams** (your internal retailer teams)

#### Teams table

| Column                    | Description                                                                                                                                  |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Team Name**             | The display name of the team                                                                                                                 |
| **Team ID**               | Unique identifier for the team                                                                                                               |
| **Company Name**          | The company or brand name                                                                                                                    |
| **Marketplace Seller ID** | The applied marketplace seller ID from the retailer's catalog. Only shown when a catalog in the platform has seller IDs assigned to products |
| **Users**                 | Number of users in the team                                                                                                                  |

#### Searching for teams

Use the search bar to filter teams by name. Results update as you type.

#### Exporting teams

Click **Export** to download a CSV file of all teams. The file includes Team ID, Team Name, Company Name, and User Count.

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FQ65gKU1b95VH81qjv2mW%2FCleanShot%202026-03-20%20at%2013.54.312.jpg?alt=media&amp;token=5bf9dd46-2034-4d72-a378-9870bc26fac9" alt=""><figcaption></figcaption></figure>

***

### Viewing team details

Click on any team in the table to view its details, including:

* Team information (ID, company name, billing details)
* List of users and their roles
* Pending invitations

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FQ0Zgi7vrmiM1TyVwKYKA%2FCleanShot%202026-03-23%20at%2010.07.412.png?alt=media&amp;token=582cf292-29f7-42a7-9303-de86d7d2a33f" alt=""><figcaption></figcaption></figure>

***

### Managing users

#### Viewing users

The Users table shows all team members with their:

| Column     | Description                                               |
| ---------- | --------------------------------------------------------- |
| **Name**   | User's display name                                       |
| **Email**  | User's email address                                      |
| **Role**   | Permission level (Full Access or Report View Only)        |
| **Status** | Active (accepted invite) or Pending (awaiting acceptance) |

#### Inviting new users

1. Click the **Add User** button
2. Enter the user's email address
3. Select a role:
   * **Full Access** — Can create and edit campaigns, manage settings
   * **Report View Only** — Can only view reports and analytics
4. Click **Add**

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FHngYdDFUCBDUNYLPVEwM%2FCleanShot%202026-03-24%20at%2017.14.193.png?alt=media&amp;token=8842684e-5550-4fc8-a176-e52a43d826ff" alt=""><figcaption></figcaption></figure>

The user will receive an email invitation. New users will be prompted to create an account, while existing users will see the team automatically added to their account.

{% hint style="info" %}
Supplier users who already have an Epsilon Retail Media account will be added to the team automatically. New users must accept their invitation before they can access the team — you can copy the invitation link for pending users if they didn't receive the email.
{% endhint %}

#### Editing user permissions

1. Find the user in the Users table
2. Click the **Actions** menu (three dots)
3. Select **Edit**
4. Choose a new role
5. Click **Update**

#### Removing users

1. Find the user in the Users table
2. Click the **Actions** menu (three dots)
3. Select **Remove**
4. Confirm the removal

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FidRcKCjiHTABiNdRleUv%2FCleanShot%202026-03-23%20at%2010.09.583.png?alt=media&amp;token=5a44bc61-5890-436f-ad86-4ad40ad8cb19" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Removing a user revokes their access to the team immediately. They will no longer be able to view or manage campaigns for this team.
{% endhint %}

#### Resending invitations

For pending users who haven't received their invitation:

1. Find the pending user in the Users table
2. Click the **Actions** menu (three dots)
3. Select **Copy Invitation Link**
4. Send the link to the user directly

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FvVUQplIdWomLqWHZtkvt%2FCleanShot%202026-03-23%20at%2010.09.583.png?alt=media&amp;token=4630927d-b6c9-4c14-aeca-a5f6df099489" alt=""><figcaption></figcaption></figure>

***

### Editing team details

1. Navigate to the team's detail page
2. Click **Edit Team**
3. Update the fields you want to change:
   * Team Name
   * Company Name
   * Profile Image (upload a logo)
   * Billing Contact Name (supplier teams only)
   * Billing Email (supplier teams only)
   * Additional information fields
4. Click **Update**

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2Fs0YhRazg756szJndNCQB%2FEdit%20Team-1.jpg?alt=media&amp;token=1e55666b-b8bd-4416-a91e-4c53205a5138" alt=""><figcaption></figcaption></figure>

***

### Adding a seller ID to a team

Seller IDs link a supplier team to the product catalog, enabling campaign targeting and reporting based on seller-specific data.

1. Navigate to the team's detail page
2. Click **Edit Team**
3. Scroll to the **Seller ID** field
4. Enter the seller ID as per your product catalog system
5. Click **Update**

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FTJfTjhAMrZDGDC7jEd1Y%2FEdit%20Team%20-%20Seller%20ID.jpg?alt=media&amp;token=5c4a3781-3208-4404-b0eb-14fc321e2ca6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
A team can have one seller ID. If a supplier sells under multiple seller IDs, create separate teams for each.
{% endhint %}

{% hint style="warning" %}
Ensure the seller ID matches exactly with your product catalog. An incorrect seller ID may result in missing product data or targeting issues.
{% endhint %}

{% hint style="warning" %}
Once a seller ID is assigned, it can only be removed by contacting support. Removing/changing a seller ID does not change any historical performance or campaign configurations. Issues with campaign attribution and historical reporting are possible.
{% endhint %}

***

### Exporting users

To download a list of all users in a team:

1. Navigate to the team's detail page
2. Click **Export**
3. A CSV file downloads with User ID, Name, Email, Role, and Status

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2F6p1asJ9sgOBknqoGz4I3%2FExport.png?alt=media&amp;token=9ef3fb50-e0e6-43fb-8421-9e60602f80f2" alt=""><figcaption></figcaption></figure>

***

### Tips for success

* **Use descriptive team names** — Include the brand or company name for easy identification
* **Assign appropriate roles** — Give Report View Only access to users who only need to view analytics
* **Keep user lists updated** — Remove users who no longer need access to maintain security
* **Check pending invitations** — Follow up with users who haven't accepted their invitations

***

### Troubleshooting & support

| Issue                                | Resolution                                                                                                |
| ------------------------------------ | --------------------------------------------------------------------------------------------------------- |
| Can't see the Teams menu             | Contact our Support team to confirm your user access                                                      |
| User didn't receive invitation email | Use "Copy Invitation Link" to send the invitation manually                                                |
| Can't create a new team              | Verify you have edit permissions. Some retailers restrict team creation to specific users                 |
| Can't see all teams                  | You can only see teams you have access to. Contact your administrator for additional access               |
| Search not finding a team            | Try searching by different parts of the team name. Search matches team names only                         |
| Seller ID not working                | Verify the seller ID matches your product catalog exactly. Check for extra spaces or incorrect characters |

For additional help, contact your Epsilon Retail Media representative or use the Support tab within the platform.


---

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