For buyers
Invite teammates, set access, assign Brand and Campaign responsibility, use private campaign team chat, and find the work that belongs to you.
5 min readUpdated
Something missing from this page? Email help@tap.co
Buyer collaboration in Tap has three separate layers:
Every active workspace member keeps the baseline visibility and editing access granted by their Planner, Buyer, Admin, or custom permissions. Adding someone as a lead or collaborator does not grant send authority, make the Campaign private from the rest of the workspace, or change who can send an RFP or Order.
Open Team settings from the account menu, then choose Members, to see current members and pending invitations. Teammates with Invite teammates access can send and resend invitations. Teammates with Manage team access can also choose permissions, change a member's access, revoke an invitation, or remove a member.
Tap offers three common access levels:
A custom label appears when a teammate's exact permissions do not match one of these levels. A pending invite cannot be added to a Brand or Campaign team. The person becomes eligible after accepting the invitation and joining the workspace.
Each Brand can have one optional lead and any number of collaborators. Open the Brand and use its Team control to choose current workspace members. Brand headers and list rows show the assigned team so responsibility stays visible while you browse.
A new Brand assigns its creator as lead. You can replace that lead, add collaborators, or leave the Brand unassigned.
The Brand team is a default for future Campaigns. Changing it does not rewrite the teams on Campaigns that already exist.
When you create a Campaign for a Brand, Tap copies that Brand's current team onto the new Campaign. If the Brand has no team, the person creating the Campaign becomes its lead.
After creation, the Campaign team is independent:
You can edit the team from the Campaign header or from an RFP surface. Editing it from an RFP updates the whole Campaign team, including every other RFP under that Campaign. Each selection saves automatically.
Newly assigned teammates receive an email with their role and a direct link. Tap does not email someone who assigns themselves, and a role-only change does not send another assignment email.
Open a Campaign from Campaigns, then open Team chat on the right side of the workspace. On compact screens, switch between Campaign and Chat.
Only current Campaign assignees can read and post. Newly assigned teammates can read the earlier conversation. Removing someone removes their future chat access, while messages they already sent stay in the history for the remaining team.
Keep internal handoffs in campaign team chat. Use the Tap Agent conversation for planning and drafting, and use the relevant station workspace conversation for anything a supplier must receive.
Read Use campaign team chat for the complete access, messaging, and recovery behavior.
Brand and Campaign lists show team avatars and offer All and Mine filters. Mine shows records where you are the lead or a collaborator.
The Campaign list keeps this responsibility filter separate from the existing Campaign filter, so you can combine both without losing your current view.
Existing Brands and Campaigns remain unassigned until someone chooses a team. Tap does not guess historical ownership. Unassigned records still appear under All, but not under anyone's Mine view.
The Campaign overview includes a compact recent RFP activity section across broadcast and digital out-of-home requests. It can show:
Tap collapses repeated autosaves into the latest draft edit instead of filling the list with noise. Each item includes an actor and timestamp when available. RFP History also identifies the actor and gives context about the latest editor. Former members and system actions remain identifiable without exposing private notes or saved payload contents.
Team assignments refresh when their queries refresh or when you return focus to the window. Tap does not use live cursors or presence indicators for assignment edits.
If someone changes the same Brand or Campaign team while your editor is open, Tap prevents your change from silently overwriting their work. The conflict state loads the latest team so you can review it and try your selection again.
Responsibility assignments do not change workspace visibility or role capabilities. Campaign team chat does not add mentions, attachments, read receipts, presence, live cursors, message editing, message deletion, or separate per-RFP team chats. Assignment email is for a newly assigned person, not every chat message.
Use assignments to make ownership clear, Mine to focus your lists, campaign team chat to coordinate internally, and recent activity to understand what changed. Planner, Buyer, Admin, and custom permissions remain the authority for consequential actions.
Use campaign team chat
Coordinate privately with everyone assigned to the Campaign.
Create a campaign
Turn client context, budgets, dates, markets, and source material into a Campaign your team can share.
Send an RFP
Turn approved Campaign facts into a request and keep the final send under human control.