Manage campaign admins

Before you start

You need to be an Organization Administrator or a Campaign Administrator to manage admins at the campaign level. If you are an Organization Administrator we recommend managing admins at the account level using your Administration page. 

Select a campaign

The first step is to access the campaign you want to give a team member access to:

1. Select Campaigns in your account menu
2. Search for and select the campaign you want to give access to
3. Select the Administration tab for the campaign

Under the Administration tab, you’ll see a list of the team members who have access to the campaign. From here you can add additional team members or edit existing team members. 

Invite an admin

1. Select the Invite team member icon

2. Enter the Email address and Name of the person you want to invite
3. Assign the roles you want the team member to have

Assigning them the Campaign Administrator role will give them full access to the campaign. You can also assign specific campaign roles to give more granular access. To learn more about a role, select the info icon to the right of it. Or view our full list of roles and permissions to see how they compare. 

When all looks good, select Send Invite to invite your team member. They’ll receive an email where they can accept the invitation. 

Edit an admin's roles

Once you add a team member, you can edit them at any time. To do so:

1. Access the campaign with the team member you want to edit
2. Select the Administration tab for the campaign
3. Search for and select the team member you want to edit
4. Select the Campaign roles tab to edit the team member’s level of access

If you choose to assign no campaign roles, the team member will no longer have access to the campaign. To learn more about the roles that offer access, select the info icon to the right of each role. Or view our full list of campaign roles to see how they compare. 

Edit an admin's notifications

You can edit an admin's campaign specific email notifications. To do so:

1. Access the campaign with the team member you want to edit
2. Select the Administration tab for the campaign
3. Search for and select the team member you want to edit
4. Select the Campaign notification settings tab to edit the team member’s email notifications for the campaign

FAQ

Can I edit the email address or name of a team member?

To change the email address or name of a team member, you’ll need to remove the team member and add them again. To do so, select Remove Account on a team member’s details and then invite them as an admin again.  

How do I resend an invitation to a pending admin?

Under the Administration tab for a campaign, search for and select the team member who needs an invitation. Once their details display, select the more options icon (three vertical dots) under Account Status and select Resend Invitation Email.