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Full List of Team and Individual Permissions

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Team Settings

Setting / Toggle What it does Who it affects User-friendly explanation
Everyone in the Team Can Create New Tags Allows non-admin members to add new tags. All regular members / folder members, depending on team type. Turn this on only when members are trusted to add new taxonomy values. If off, members can use existing tags but cannot create new ones.
Everyone in the Team Can Delete Tags Allows members to delete tags from the tag library. All non-admin members. Usually keep this off. Deleting tags can break templates, reporting consistency, or saved campaign workflows.
Everyone in the Team Can Delete Campaigns Global/team-level toggle control. N/A (Currently disabled in UI) This global toggle is currently disabled and forced off in the UI. Campaign deletion access is intended to be managed strictly on an individual member level.
Team Builder View Mode: Table only Shows only the classic table selector in builders. Team members using builders. Use this when you want a more structured, controlled tagging experience.
Team Builder View Mode: Table + picklists Shows the newer picklist experience plus table view. Team members using builders. Good for easier selection. Members can choose tags through simplified dropdown/picklist controls.
Hide From Team’s UTM Builders: Term Tags Hides the Term section from builders. Non-admin team members. Use this if members should not add utm_term values.
Hide From Team’s UTM Builders: Custom Tags Hides the Custom Tags section from builders. Non-admin team members. Use this if custom metadata should not be selected manually by members. Required custom tags may still appear when needed.
Hide From Team’s UTM Builders: Campaign Category Hides the campaign category field in builders. Non-admin team members. Useful when category should be controlled by admins, not selected during link creation.
Campaign Category Label Renames the visible category label, for example “region.” Everyone who sees the category field. This changes the label only. It does not change the fact that Category is campaign-level metadata.
Hide From Team’s UTM Builders: Shortener Hides shortener selection from builders. Non-admin members. Members cannot choose/change the shortener option. The default/admin-configured shortener is used.
Hide From Team’s UTM Builders: Type Link Input Mode Hides manual type/paste link input option. Non-admin members. This setting exists in the UI and save layer, but is not currently applied to the builder rendering. Type/paste remains available as the default visible input option.
Hide From Team’s UTM Builders: Upload Input Mode Hides upload/import link input option. Non-admin members. Use when members should not upload files or bulk link lists.
Hide From Team’s UTM Builders: Select Existing Input Mode Hides the option to select existing links/campaigns from input mode. Non-admin members. Use when you want members to follow a more controlled link creation flow.
Hide From Team’s UTM Builders: Templates Hides template selection in builders. Non-admin members. Use when admins do not want members to use templates directly.
Hide Menu Items for Non-Admin Members: How to Get Started Removes this sidebar menu item. Non-admin members. Keeps the member menu simpler.
Hide Menu Items: Admin Settings Removes Admin Settings from member menu. Non-admin members. Recommended for most members. Prevents access to admin configuration areas.
Hide Menu Items: Create Removes the Create menu and submenus. Non-admin members. Use when members should not access creation tools broadly.
Hide Menu Items: GA4 Dashboard Removes GA4 Dashboard menu item. Non-admin members. Use if members should not access reporting dashboards.
Hide Menu Items: Team up Removes team management page. Non-admin members. Recommended. Members generally should not manage team users or permissions.
Hide Menu Items: Try the Excel Builder Removes Excel Builder menu item. Non-admin members. Use if Excel Builder is not part of the member workflow.
Hide Menu Items: Tutorials & Docs Removes tutorials/docs menu item. Non-admin members. Usually optional. Keep visible if you want members to self-serve help.
Hide Menu Items: LogOut Removes logout menu item. Non-admin members. Usually leave visible unless there is a special UX reason.
Campaigns Top Menu: Link Library Hides Link Library top button. Non-admin members. Use if members should not browse saved links/campaigns from the top navigation.
Campaigns Top Menu: Simple UTM Builder Hides Simple Builder top button. Non-admin members. Use if members should not use the Click & Add builder.
Campaigns Top Menu: Advanced UTM Builder Hides Advanced Builder top button. Non-admin members. Use if members should not use the Drag & Drop builder.

Individual Team Member Settings

These settings apply to one specific user. Use them when a member needs different access from the rest of the team.

Setting / Toggle What it does User-friendly explanation
Enable all campaign permissions Turns on broad campaign permissions for the selected member. Use carefully. This gives the member broad campaign access and may override more restrictive category-level choices.
Create campaigns Allows the member to create brand-new campaign records. If off, the member should not create new campaigns. They may still be allowed to edit existing campaigns if “Edit Only” is enabled.
Edit Only Allows the member to ONLY add new links to existing campaigns. Does NOT allow user to change or add campaign category as Category is campaign-level artifact. This is for users who should work inside existing campaigns, such as adding links or editing allowed content, but not create new campaign records.
View Only Allows the member to view campaigns but not edit them. Use for reviewers or stakeholders who should see campaign records without changing anything.
Delete campaigns Allows the member to delete campaigns. Usually keep off. Deleting campaigns can affect reporting and historical records.
Approve Links Allows the member to approve links, if approval workflow is enabled. Grants link approval capabilities only where the global approval workflow is active, and the user satisfies the necessary owner and permission gates.
Category-level permissions Limits the member’s campaign access to selected categories. Use this when a member should only work on campaigns in specific business areas, regions, brands, or workstreams.
Selected Category: Create Allows campaign creation inside that selected category. If enabled, the member can create campaigns assigned to that category.
Selected Category: Edit Only Allows editing existing campaigns in that selected category. Good for members who should add/edit links in existing campaigns but not create new campaign records.
Selected Category: View Only Allows viewing campaigns in that category only. Use for limited-access reviewers.
Selected Category: Archive Allows archiving campaigns in that category. Use carefully. This affects campaign lifecycle management.
Selected Category: Delete Allows deleting campaigns in that category. Use very carefully. Usually admin-only.
Enable all tag & template permissions Turns on broad tag/template permissions for the member. Use only for trusted users who help manage taxonomy or templates.
Add & import tags, add & edit templates Allows the member to add/import tags and create/edit templates. This is powerful. Members can affect the shared taxonomy and template experience.
Export tags Allows the member to export tag libraries. Useful for governance/reporting users who need to review taxonomy outside the app.
View Only (Global) Allows the member to view all campaigns across the entire team, but not edit them. Keep off if you intend to isolate a user to a specific category. Turning this on grants team-wide visibility.
Category-level permissions Selecting a single category for a user limits the member’s campaign visibility and access strictly to selected category. Must be enabled alongside “Selected Category: View Only” to allow user to still see the team’s campaigns. If Global View is unchecked, then user can only see campaigns in the category within which they are allowed to operate.
Selected Category: View Only Allows viewing campaigns and links inside that specific category only. Use this for highly restricted reviewers or stakeholders. When global permissions are turned off, this user cannot create or edit anything, and can only see records within this single category.

Important Rule: Campaign Category vs Custom Tags

Field What it controls Who should manage it Best use
Campaign Category The campaign record itself. Changing it can move or reclassify the whole campaign. Admins or users with campaign create/category permissions. Campaign organization, major grouping, admin-controlled structure.
Custom Tag Metadata applied during link creation. Admins define it; members can select values if allowed. Region, Business Unit, Product Line, Market, Language, Audience, etc.
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