Campaign Team

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Overview

The Campaign Team page shows everyone who has been granted access to this specific campaign. Campaign access is separate from platform-level roles — a user can be a member of this campaign without having access to all campaigns in your organization. From this page you can add team members, adjust their access level, transfer campaign ownership, and assign account managers.

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Viewing Team Members

The team list shows all users currently assigned to the campaign:

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Campaign Owner

Every campaign has one owner. The campaign owner:

• Has full access to all campaign settings, data, and actions.
• Is the default point of contact for the campaign.
• Is the only user (along with admins) who can transfer ownership to another user.
• Cannot be removed from the campaign without first transferring ownership.

The owner is indicated by a badge in the team list.

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Role-Based Permissions

Team members are assigned a role that controls what they can see and do within the campaign:

Note: Platform-level roles (set in Team Management) take precedence. A platform-level View Only user cannot be given Edit access at the campaign level.

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Adding a Team Member

To grant a user access to this campaign:

1. Navigate to the Team section within your campaign.
2. Click Add Member.
3. Search for the user by name or email address.
4. Select the appropriate role from the dropdown.
5. Click Confirm.

The user will immediately gain access to the campaign at the selected role level.

Tip: Add team members before your campaign goes live so they can review configurations and settings during the setup phase.

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Updating a Team Member’s Role

If a team member’s responsibilities change, you can update their role at any time:

1. Find the user in the team list.
2. Click the role dropdown next to their name.
3. Select the new role.
4. The change takes effect immediately.

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Removing a Team Member

To remove a user’s access to this campaign:

1. Find the user in the team list.
2. Click the actions menu (three-dot icon) next to their name.
3. Select Remove from Campaign.
4. Confirm the removal.

The user will lose access immediately but their historical activity (edits, reports viewed) will remain in the audit log.

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Transferring Campaign Ownership

If the current owner is leaving the team or handing off the campaign to another person, ownership can be transferred:

1. Navigate to the Team section.
2. Click Transfer Ownership.
3. Select the new owner from the list of current team members.
4. Confirm the transfer.

After the transfer:

• The selected user becomes the new campaign owner with full access.
• The previous owner retains their current role (Edit or View Only) unless manually updated.

Note: Only the current campaign owner or a platform admin can initiate an ownership transfer.

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Account Managers

Account managers are team members designated as the primary contact for a campaign. Assigning an account manager:

• Signals to the broader team who is responsible for day-to-day campaign operations.
• May be used in reporting and communication workflows depending on your organization’s setup.

To assign an account manager:

1. Find the team member you want to designate.
2. Click the actions menu next to their name.
3. Select Set as Account Manager.

Only one account manager can be assigned at a time. Assigning a new one will replace the previous designation.

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Best Practices

• Review campaign team membership quarterly to ensure only active team members retain access.
• Use the View Only role for stakeholders who need visibility into reports but should not change configurations.
• Always transfer ownership before offboarding a campaign owner — removing an owner without transferring leaves the campaign without a primary responsible party.
• Assign an account manager to every active campaign so ownership and accountability are always clear.