As an organization administrator (org admin), you are responsible for configuring your organization's settings. This must be done before you or any other users can generate a report or create databases, lists, emails, mobile push notifications, mobile messages, and programs.
As an organization administrator, you can create and manage other users and also act as a standard user. You can manage and create accounts for all Campaign users, including assigning user roles, and enabling and disabling users. The principal administrator will have a '1' next to their name in Campaign, and all other administrators will have a check mark.
This option grants the organization administration user permission to set up, block, and change user accounts. It also allows the organization administrator to change your organization's settings. Organization administrator user permissions include all standard user permissions. Use this option wisely, ensuring that you give full organization access only to users who are trustworthy - preferably someone who is responsible for implementing your organization's email decisions.
Note: You might not see certain rights if your organization is not enabled for that feature.
Organization administrative permissions include:
- Send rights: Select if the user can send emails from this organization.
- Landing pages - full access: Select to allow user to access, create, edit, or publish landing pages that are created in this organization.
- Enable use of Assume Identity API: Select to allow the user to call the Assume Identity API. This API allows Campaign's Professional Services/CIS team access to make API calls on behalf of your organization.
- Enable SMS: This option allows the user access to create and send SMS messages and to add the user to the organization in the SMS Campaign Manager.
- Enable mobile push notifications: This option allows the user to create and send push notifications.
- Enable development for mobile push notifications: This option allows the user to add mobile push apps to the Development menu.
Click Save to save all changes.
Email and landing page settings
- Determine whether users can see the emails in a browser window
- Enable the WYSIWYG editor, design or HTML view
- Set the default view for shared and private folders
- Enable seed lists
- Select approval groups for emails
Application settings lists application account access available for the organization that integrates with Campaign.
User IP restrictions
Limit access so that the application can be accessed from only from the IP addresses you specify. Adding one or more restrictions here will override any organization IP restrictions.
Note: All changes take effect immediately (no save required).
In an organization, standard users can access most features and perform most tasks in Campaign, except for administration tasks. An organization administrator can set permissions to allow or restrict access to Campaign features and functions for each user. Standard users can generally:
- Set up databases, email lists, queries, seed lists, and relational tables.
- Create and send emails, push notifications, and mobile messages.
- Create web forms, landing pages, and surveys.
- Create and review reports.
Permissions for standard users can be further refined by an organization administrator.
You can grant these permissions in full or you can use various restrictions to customize them.
- Survey Access: Select to give user organization administrator or standard access to the Survey application.
- Data Access: If the user has access to databases, select this checkbox. You can assign data access permissions so users can access just the data and objects they need to work with. Data access options include:
- Add/remove contacts from contact lists
- Edit queries
- VMTA list access
- Report Menu access with access to Other Reports: Choose this option to grant the user access to reports. Select if the user has access to drill down access in reporting and other reports, analytics, or reporting (formerly Reports-New).
- Allow user to upload content to stored files and email templates: Select this check box to give the user access to upload images into emails and stored files that use the web compose environment. If not selected, the user can insert images only from shared stored files or paste the URLs of images that are hosted elsewhere.
- Allow user to override Frequency settings at the email level: Use this setting to give the user the ability to override the organization's frequency settings when the message is sent.
- Allow user to override Inbox monitoring option at the email level: This setting allows the user to override the organization's inbox monitoring settings when the message is sent.
- Move emails to shared rights
- Create emails.
- Share emails with CRM.
- Create quick compose templates or locked templates.
- Send Rights: Choose Approval Required to require that all regular emails be first approved by an organization administrator before the emails are sent. The No Approval setting gives the user the ability to send emails without any review or approval process.
- Allow user to access automated message groups.
- Landing Pages access: Includes publish site rights, create/edit site rights, and reporting access rights.
- Enable use of Assume Identity API.
- Enable SMS.
- Enable mobile push notifications.
- Enable development for mobile push notifications.
- User Permissions: Folder Limit.
Folder limit options that restrict which features in Campaign the user can access.
Users with this limited access are not able to view automated or program emails, nor the subscribers report. This level of permission is for those who do not use the Campaign application to send an email, but who need to see the results of the organization's email programs.
- Limit shared database access to this folder and its sub-folders
- Limit shared query access to this folder and its sub-folders
- Limit shared contact lists access to this folder and its sub-folders
- Limit shared test, seed, and suppression list access to this folder and its sub-folders
- Limit shared asset library access to this folder and its sub-folders.
- Limit shared templates access to this folder and its sub-folders.
- Limit shared stored files access to this folder and its sub-folders.
- Limit shared emails access to this folder and its sub-folders.
Email and landing pages settings
- Default 'Click to View' link At Top of email: Select to include a click-to-view link at the top of every email (allowing users to view the email in a browser window).
- Enable WYSIWYG editor: To enable the WYSIWYG (web compose) editor in the email body area, select the preferred default setting - design or source. The default view for the web compose editor is the design view. If you prefer the user to manually enter HTML code rather than using the WYSIWYG editor, select Source as the user's default view.
- Default Folder Visibility: Select private or shared. Determines whether the user's shared or private folder opens first. Shared is the most common option.
- Default contact source from template on Send / Delivery: This settings allows you to choose if the system will attach the contact source that is used in an email template to the send emails draft. If this option is checked or is not shown in the email and landing page settings, the user does not have to choose a contact source in the send email draft, although the user can change the contact source. If this option is visible and is not checked, the user must select a contact source on the Send email draft.
- Seed List Settings: These settings control the use of seed lists.
- Approval Groups: Select an approval group from the list to require approval by a group before this user can send an email. You can assign multiple groups to a user; however, only one person from each group must approve the email.
Lists all application account access available for the organization that integrates with Campaign.
User IP Restrictions
A user's access to Campaign can be limited to certain IP addresses.
Caution: IP addresses entered in User IP Restrictions override any IP restrictions added at the organization level.
Note: If you upgrade a standard user to an organization admin and the user is unable to access all features an organization administrator should have access to, a different organization administrator must go to the user profile and set the user back to a Standard User. Make sure that all of the permissions are selected. Save the changes and then change the user back to being an organization administrator. The newly updated organization administrator must log out of Campaign and then log in to see the changes that have been made.
A reporting-only user can view and create reports.
- Review the status and results of an email or a program.
- Compare results across multiple emails or programs to see which are successful.
- Complete comparative analysis of market segments.
- Export results data.
Users with Reporting-only permission can access only the Reports area. They are not able to access any other areas and are not able to see or use Campaign. This setting, which is accessed by going to User Accounts under Settings, permits the user to view reports only. You can allow the user to drill down into reports by selecting Drill down access in Reporting and Other Reports or select Access to Reporting (formerly Reports - New).
Reporting-only users can view reports for sent emails in the selected Shared folder and its sub-folders. This area is accessed by going to Folder Limits under the Settings area.
Note: If you want to add a user to your Campaign subscription, add them to the subscription in My Acoustic. Then, create a Campaign user account for them with their role set the same in Campaign's User management page.