For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

This feature is available to retailer users. If you don't see the Teams menu, contact our Support team to confirm your user access.


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


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.


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


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

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.

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.

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

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


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


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

A team can have one seller ID. If a supplier sells under multiple seller IDs, create separate teams for each.


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


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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