Knowledge Base/Support & Answers

How to restrict a client from creating new campaigns

Tiago Soromenho
posted this on October 14, 2009 04:53 pm

QUESTION:

When I set up a new client, how do I restrict the number of campaigns they can create? In other words, how do I make it where that client does not have access to the 'create a campaign' button once I have them set up?

 

SOLUTION:

To restrict your client from creating campaigns you need to make a separate login for them, with a different access / permissions level than the owner's (Administrator-level) login that you chose when creating that client. Here how to do it:

1) On the control panel screen (the first screen once you log into the client's account, there is a section called "Manage Authorized Users and their permissions".

2) Click the button on that section labeled "Show" and it will expand to show you what additional authorized users you have created.

3) Click "Add a New User" and select the type of access this user(s) should have. (If I remember correctly, only Administrator-level users can create new campaigns. Manager-level and below cannot.)