Permission Settings help you set up who among your team has access to a specific campaign.
Perry from the Product Support team will guide you in Setting Up the Campaign Permissions.
You can follow these easy steps to set up the Permission Settings.
Note: You will need an Owner Access level to execute these actions.
Step 1: Click on the Campaigns tab. Click on the three dots on the right side of the campaign you want to proceed with. Choose Settings.
Step 2: On the left panel, click on Permission Settings.
Step 3: Drag the users from the No access panel to the Users with an access panel to give users access to the campaign. If you want to remove their access then drag them back to the No access panel.
Don't forget to click Save.
✅ No access: Cannot view nor access the campaign ( this section shows all the team members which you can select to grant permission to the campaign)
✅ Users with access are the list of people with access to this specific campaign.
✅ 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 the list.
🚀Round Robin Example:
There are three recruiters in the Auto Assign queue. Now, if six leads are added to your campaign, Candidate 1 will be assigned to Recruiter A, Candidate 2 to Recruiter B, Candidate 3 to Recruiter C, Candidate 4 back to Recruiter A and so on in a cyclic order.
🤔 Do you have any questions? We want to help! 💚
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