Published at: 2026-10-12
Configure Campaign permissions
Let the right people see the Campaign app and its menus.
Overview
The app license controls who can use Campaign and consumes product quota. App administrators maintain visibility and web views. Business roles determine what administrators, city managers, sales representatives, and auditors can do.
Before you start
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The Campaign app is enabled.
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Responsibilities for the Campaign administrator, activity owner, sales representative, auditor, and finance owner are defined.
Procedure
App license
- Grant the Campaign app license to roles that need to use Campaign.
- Confirm that the license consumes Campaign product quota.
App administrator
- Specify the Campaign app administrator.
- The app administrator adds app administrator members.
- Set the app visibility scope.
- Configure the web app view, including the app menu and home page.
Business roles
Grant these roles according to responsibilities:
| Role | Purpose | Functional permissions |
|---|---|---|
| Campaign administrator | Configure and operate the complete campaign management process | View, create, edit, copy, disable, and delete campaign nodes and types; view, create, and edit Campaign Plan, Campaign Application, Campaign Agreement, Promo Proof, Promo Proof Audit, and Expense Write-off |
| City manager | Apply for campaigns, follow up on execution, and start write-offs for responsible dealers | View/create/edit Campaign Application; view Campaign Agreement and Promo Proof; view Promo Proof Audit and request write-off; view/create/edit Expense Write-off |
| Sales representative | Sign agreements and submit evidence | View/create/edit Campaign Agreement and Promo Proof; view Promo Proof Audit and its comments |
| Auditor | Evaluate campaign execution | View, create (audit), sample, and edit Promo Proof Audit |
Verification
- With a Campaign administrator account, open campaign nodes and types and confirm that you can create and edit them.
- With an activity owner account, open Campaign Plans and Campaign Applications and confirm that they are visible.
- With a sales representative account, open Campaign Agreements and Promo Proof and confirm that they are visible.
- Open the main navigation with an account that has no app access and confirm that Campaign is not visible.
Notes
- Only Campaign administrators can edit or delete campaign nodes.
- Only Campaign administrators can create campaign types.
- Do not expose the type designer to all frontline users.