Use Case

Marketing, HR, and Sales — Each With Their Own Budget

One account, multiple teams, separate budgets. Marketing's monthly cap doesn't see HR's quarterly. Each department has its own Manager. Finance has one consolidated view.

Optional Teams primitivePer-team caps + independent periodsTeam-scoped Manager permissionsAdmin consolidated view

One Account Doesn't Fit Three Departments

What usually goes wrong
One shared budget = no clarity who's spending what

End of month: nobody knows whose campaign blew the cap.

Different teams want different reset cycles

Marketing thinks monthly. HR thinks quarterly. Sales thinks per-deal. One reset cycle can't fit all.

Marketing should not be able to edit HR caps

Without team-scoped permissions, there's no way to isolate one department's controls from another's.

Teams + Per-Team Managers + Independent Periods

How we run it
Teams as first-class primitives

Each team has its own caps, members, and Manager. Members are managed by the team Manager.

Independent cap periods per team

Marketing monthly, HR quarterly, Sales annual — all coexist in the same account.

Team-scoped Manager permissions

Manager edits their team only. Cross-team policy stays with Admins.

Consolidated finance view

Admin sees every team's utilization on one Spend Controls page — cap, current usage, period, and next reset for each team.

Frequently asked questions

3 answers

Not currently — zero or one team per user. If you need cross-team membership, use individual user entries on the campaign's access list.

Related use cases

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See Multi-Team Setup

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