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Teams

Shape wants to make it as easy as possible to collaborate on PPC budget management across teams. Learn how to implement team member roles, tags, and more.

Team Member Roles

Multiple team members can manage or view clients and budgets within a Shape account. Each team member is assigned a role with specific permissions.
Adding Team Members

Follow this step-by-step guide to add new team members to your Shape account.
What are Team Member Tags?

Each team member in Shape is assigned a tag with their username. This tag is used to signal ownership of a client and can be applied to filter the dashboard.
Transferring Admin Rights

Each Shape.io team has one admin. Learn how to transfer admin rights to another user with this step-by-step guide.
Deactivating/Reactivating Members

You may find you need to deactivate an employee who has moved on (or reactivate that team member later). To do so, follow the instructions below.