Campaign Security
Security settings can be modified to allow certain staff members access to the campaign functions on the Primary menu as well as in the Client menu.
To Grant Access
- Click SETUP > Security Administration > user rights templates tab and select the security template.
- Click [edit].
- Open Resource Groups > Primary Menu.
- In the Rights area, the following rights are available under Campaigns:
- View: Once a staff member is granted View access, the display of campaign items in the Primary menu will not be restricted.
- In the Rights area, make the appropriate selection.
- Click [Save].
- Again on the Core Components menu, select Client.
- In the Rights area, the following rights are available under Campaigns:
- View: Once a staff member is granted View access, the campaigns tab is displayed.
- Modify: Secures the ability to use the Response and Wins check boxes.
- In the Rights area, make the appropriate selection.
- On the Navigation Toolbar, click Save.