NOTE: all these functions need to be setup via the Account Settings menu by the superadmin of the account. For more guidance or questions – please contact us and we will be happy to provide assistance.
Whether you are in a team within an Enterprise account with multiple teams or in a simple Pro account, the rules for every team are the same: team-members share access to templates, tags, and campaigns by default.
There are certain things that could be limited to the users who are not admins. They are set up at TEAM level, as well as INDIVIDUAL level.
Team level permissions relate to tag creation and access to certain menus. View the team permissions set up in detail here.
Individual level permissions enable you to adjust access to campaigns, tags, and even categories to meet the needs of your large team. If you do want to allow “view” only access to auditors or analytics teams – that can easily be done by giving them access on the team and just assigning that individual with “campaign view only” permissions.
If you have different agency within the same team and you need to gate their activities – you can create categories and then assign the individual user to ONLY have access to a single category, within which they can ONLY view, create or edit campaigns.
This is all a very simple exercise that is achieved with a few clicks of your mouse.
We are happy to run virtual trainings for your team members if needed. We are also happy to build custom features that would help you better implement your process.
Please do not hesitate to contact us with any questions or comments via our chat menu or via firstname.lastname@example.org
Click below to download our Team Management Intro brochure:
This concludes our tutorial. If you have questions, please contact us at email@example.com.
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