Set up your team members’ access to campaigns on the Permission Settings. Only users with Owner Access can execute these actions.
Perry from the Product Support team will guide you in setting up your team’s access!
Follow these steps to set up the Permission Settings:
1. Select a campaign on the Campaigns Tab. Click on the three-dot button on the right of the entry, then on the pop-up menu click Settings.
2. On the Settings, go to Permission Settings.
3. Drag the users from the No access panel to the Users with access panel to grant users access to the campaign. If you want to remove their access then drag them back to the No access panel.
4. Then hit Save.
Note:
A. No access - Cannot view nor access the campaign
B. Users with access - Can view and access the campaign.
C. Round robin Assignment - list of recruiters who will be assigned leads automatically to your team; each candidate added to the campaign will be assigned to one of the recruiters on this list.
Campaign Access Configurations
We can also set campaign access for specific users who need access to Multiple campaigns by going to:
Company Settings
Select Team
Scroll down to users > Select the three-dot menu ⋮ for a specific user
Set Campaign Access
For more on Multi-Campaign Access click here.
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