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Shared teams

Shared teams are groups of workspace users you define in FunnelStory. When an account’s data includes a matching team identifier, every member of that team can be auto-assigned to the account after an Account model refresh—useful when portfolios are owned by pods or regions rather than a single CSM.

This page is about Shared teams in Admin → Team. It is not the same as the Microsoft Teams data connection used for notifications and channels.

Where to configure teams​

  1. Open Admin Settings → Team Permissions.
  2. Use the tabs:
    • Team Members — workspace users, invites, roles, and designations (see Inviting users).
    • Shared Teams — create and manage named teams and their members.

Create a shared team​

On Shared Teams:

  1. Choose Create team.
  2. Set External Team ID — a stable string you will reuse in your Account model (for example portfolio-east or a value that already exists in your warehouse). This value cannot be changed after the team is created; pick something durable.
  3. Set Name and optional Description for humans reading the list.
  4. Add members (workspace users) to the team.

The External Team ID is what FunnelStory matches against the account property team_id (see Field reference).

In your Account model, map a column or expression to the reserved property team_id. For each account row, the value must exactly match the shared team’s External Team ID (same spelling and casing as stored in FunnelStory).

  • If the value is empty or does not match any shared team, no team-based assignments are created from that property.
  • If it matches, on Account model refresh FunnelStory assigns every member of that team to the account.

Coexistence with CSM / AE properties: Role-based auto-assignment from fields like csm_email is separate. Both can apply to the same account when the model defines both.

Manual assignments: If someone is already manually assigned to an account, FunnelStory does not overwrite that with a team-based auto-assignment for the same user on that account.

When assignments update​

Team-based assignments are reconciled when the Account model runs its refresh (scheduled or manual Refresh model). After changing teams, members, or team_id values in your source data, run a refresh and spot-check assignments (see Verification).

Deleting a shared team​

Deleting a team removes the team definition from the workspace. Auto-assigned account memberships that came from that team are cleared on the next Account model refresh after deletion.