You can easily share your campaign with colleagues in your company, partners, and others. Sharing campaigns for collaboration is easy in WorkSpan!
You can share a campaign with an entire company, or with one or more people in a company.
When you share a campaign, you can either give the same access level as yourself to a user or an access level lower than yours.
Access levels are in a hierarchy (beginning with Owner (most rights) > Collaborator > Participant > Viewer (least rights) in a descending order.
For example, if you are a collaborator on a campaign, you can provide collaborator, participant, and viewer access levels to others.
Steps:
- Navigate to the campaign that you want to share.
- Click . Share Campaign screen opens.
- Only owners can update the sharing mode- Owner, Partner or Network. (See more on Sharing Modes in WorkSpan) by going to the Companies panel.
- In Share with People section, enter/select names or emails of colleagues, partners and/or agencies in and/or outside of your company. You can optionally update the access level for people with whom you want to share.
- If you want to share a campaign with someone not yet in your network, a confirmation message is shown to confirm your action.
- In Share with Companies section, select the name(s) of one or more companies that you want to share your campaign with. This allows all members in a company to get a limited view of the campaign and they can send a request to join for greater access.
- In Share with People section, enter/select names or emails of colleagues, partners and/or agencies in and/or outside of your company. You can optionally update the access level for people with whom you want to share.
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