Permission to Manage

Only campaign managers that have an administrator role will be able to view and edit these settings. If you are not able to view or edit permissions and you would like to do so, you’ll need to speak with someone who is already an administrator in your organization, and they can help set you up with the proper permissions.

Finding Team Management Tools

To get started, look for the (1) hammer and wrench icon in the upper right-hand corner. Click and you’ll be taken to the main Settings page where you will find the (2) Manage Your Team section.

Your team members will be displayed in the following groups: Admins, Campaign Managers, and Pending Invitations.

You can find yourself in the list, and if you click your username you’ll be taken to your own profile, where you can edit your information.

However, if you click another campaign manager’s username, you’ll see not only their information but also ways to manage what information they have access to and what actions they can perform.

After you click a campaign manager's Username, you are taken to a screen where you can edit their:

• Campaign Manager Profile
• Administrator Access
• Permissions

Campaign Manager Profile

This section allows you to edit all of the same information that you can edit for yourself in the My Profile section.  

• First Name
• Last Name
• Title
• Contact Email
• Contact Phone
• Timezone Preferences
• Language Preferences (Note:  In development)
• Landing page upon login (Get started vs. Dashboard)

Set Permissions

Your admins can assign no access, view-only access, create and edit access, and publish and send access to users. Publish and send access includes the ability to create and edit.

As you can see, the various sections are annotated under the description giving you further information about what each part of the permission set does.  Note that the bottom-most choice, "Application Administration", allows you to toggle Full Access or No Access.

Remember: If you grant a campaign manager privileges to publish and send webforms or email campaigns, they need to create and edit assets (since assets are often inserted in webforms and emails).

Click here for detailed information about managing user permissions.

Invite New Campaign Managers

If you’ve got a new campaign manager that just came on board, and they aren’t already in the list of campaign managers when you get to the Manage My Team page, you can invite them using the Invite my team member button.  You can simply fill out their name and email address, and set their privileges (the same as we did above).

They'll receive an email with a link to activate their account.

Delete a Campaign Manager Invitation

1. Click the Settings icon.
2. From the drop-down menu, click Manage Your Team.
3. Scroll down to the Pending Invitations section.
4. Locate the user's name, and then add a checkmark to the left of the name.
5. Click the Actions box and select Delete.

Delete Campaign Manager Access

Has a campaign manager left the organization? You can ensure that they can’t edit or change any of your data by selecting the No Access option for all of their permissions.

Delete a User Account

It is preferable that you do not delete user accounts. If someone leaves the organization, you can ensure they will not be able to log in again by changing passwords and changing permissions as mentioned above. However, you may need to delete access at certain times. Do delete a user account...

1. Click the Settings icon.
2. From the drop-down menu, click Manage Your Team.
3. Locate the user's name, and then add a checkmark to the left of the name.
4. Click the Actions box and select Delete.