4.2.13 Media Campaign Team Member Sharing

A process to grant access to Media Campaigns is the assignment of Media Campaign Team Members.

You can assign them via the related list Team Members in your Media Campaign or go to the object Media Campaign Team Members and create a new assignment.

You need to enter the relevant User, the access level he should have to the campaign as well as the team member role.

For more information about the forecasting features of Team Members please take a look at this article: 4.10 Sales Goals and Revenue Splits (Forecasts).

Below we explain the steps how to use the Media Campaign Team Member Sharing.

There are two use cases for the feature.

Use Case 1

Your campaign was created with its team members while the sharing setting was set to Public Read only or Private.

In this case ADvendio will assign the permissions according to the Team Members.

Use Case 2

Your campaign was created with its team members while the sharing setting was set to Public Read/Write.

After setting the organization-wide sharing setting to Private or Public Read Only the user will not be able to see or edit the campaign according to his Access Level as a Team Member.

In this case please follow these steps:

Step 1: Go to the AppLauncher and select Media Campaign Sharing. A new page will be opened (see screenshot below).

Step 2: Check your mails. You will be informed when the process is finished.