Managing User Access Levels on a Campaign


On WorkSpan as an owner or a collaborator, you can invite as many people as you want from your company, partners or companies that you work with to your campaign. 

You can seamlessly manage (add or update) member access levels in a campaign. You can only add/update owner access level, if you are an owner yourself.

Similarly, you can only update access levels same or lower than yours. You can also remove (withdraw) members from a campaign.

See: Managing Team Members and Access Levels Across WorkSpan Activities

As a campaign owner, you can assign the following four access levels to your users in a campaign in the Team Members panel:

  • Owners have superpowers to manage a campaign in its entirety and tailor member access. Campaigns usually have a handful of owners.
  • Collaborators have view and edit rights to all sections of a campaign. Use this access level for the core team on a campaign. 
  • Participants have view rights to most sections of a campaign (except the funding section). Participants can edit campaign activities and assets.
    This level is for users who contribute to specific deliverables on a campaign.
  • Viewers have view only access to all sections of a campaign. 

You may want to withdraw (remove) a member from a campaign to reflect changes in your business relationships, for example, if an employee changes a role in your company or in a partner company or if an employee leaves your or your partner's company.

If you want to mirror a user's access in WorkSpan to another user, see the steps listed below Manage teams in the Employees section. This is an Admin level task.

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