Throughout the DivvyHQ platform, some actions require certain user permissions. In most cases, those permissions are set at the Calendar level, with individual users having specific roles/permissions for specific calendars. Our Campaigns feature is a bit different, since campaigns can be associated to multiple calendars. Who should be able to create campaigns? Who should have access to edit?


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To ensure we maintain the desired level of visibility and collaboration, while also providing some controls so only specified users can add or edit a given campaign, we've devised a unique set of campaign permissions that is discussed in detail below.

 

Permissions for Adding a Campaign

With the exception of External and Internal Reviewer roles, all other user roles can add a campaign. This includes Global Admins (GA), Parent Calendar Admins (PCA), Editors (E), and Contributors (C). Instead of focusing on those native roles, users will be asked to specify a Campaign Owner and Campaign Co-Owners who will have most of the editing permissions for each campaign. 


Additionally, when asked to associate calendars to a campaign, users will only be presented with a list of calendars in which they have access. You cannot add a calendar to a campaign if you don't have access to that calendar.


Viewing a Campaign

All users can view any campaign on the Calendar interface that is associated to a calendar in which they have access.

 

Full Editing Privileges

If you have a GA role or are the Owner of a campaign, then you can edit the the following fields:

  • Campaign Name
  • Associated Calendars
  • Campaign Type
  • Campaign Start/End Date(s)
  • Campaign Description
  • Campaign Priority
  • Campaign Workflow (add/manage campaign tasks)
  • Add Team Members (as Co-Owners or make them the Owner of the campaign)

Partial Editing Privileges 

If you are a Co-Owner of a campaign and not a GA role within your DivvyHQ instance, then you have full editing permissions (as listed above), except for the following:

  • Editing associated calendars
  • Managing team members (you can't change ownership)

Production Tasks

The Owner and Co-Owners of the Campaign can create, edit and delete Production Tasks. If you are a Contributor role, you will not be able to edit or delete these tasks.


Changing Owners or Adding Co-Owners

If you are a Global Admin or the current Owner of the Campaign, to change the Owner of the Campaign, or add/change Co-Owners, click the plus button in the top right corner of the campaign. A pop-up window will appear and you can check mark next to anyone you would like to add as a Co-Owner. If you would like to make them the Owner, hover over their name and select "Make Owner" on the right.