Much like the rest of our platform, certain actions require certain user permissions. Our Campaigns feature adopts the same approach to enable accounts the ability to control the level of transparency, as well as restrict certain actions.
Adding a Campaign
To be able to add a campaign you must have at least a Contributor role or higher on one calendar within your Divvy instance. When asked to associate calendars to your campaign, you'll be presented with a list of calendars in which you have been given a role/access. You cannot add a calendar to a campaign if you don't have access to that calendar.
Viewing a Campaign
You can view any campaign on the Calendar interface that is associated to a calendar in which you have a role.
Partial Editing Privileges
If you have a role on any of the calendars associated with a campaign, then you can do the following:
- Add a Comment
- Add an Attachment
- If assigned to a campaign workflow task, can edit those details/mark it complete
Full Editing Privileges
If you are a Global Admin or Owner/Co-owner of the campaign, then you can edit the following fields:
- Campaign Calendars
- Campaign Name
- Campaign Type
- Campaign Start/End Date(s)
- Campaign Description
Comments
0 comments
Please sign in to leave a comment.