Edit a Campaign Contact User Account

Tip

The user edit screen allows a users details to be amended, passwords to be reset, and accounts to be reactivated or deactivated. The users access to campaigns and partitions can also be updated here.

Warning

Only users with certain roles can edit user accounts.

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.

2. 👆 Click the "Contacts" tab 👉 Navigate to "Contacts".

3. 👆 Click the name of the contact to edit.

Update Account Details

4. 👆 Click "Edit User Account".

5. 👆 Click "EDIT".

6. If editing any of the user details in the top section, then 👆 click "SAVE" to save the changes.

Update a users access to campaigns

7. 👆 Click ">" in the "Partitions" section to view the list of campaigns that the contact currently has access to.

8. 👆 Click "Add Campaign" to add the contact to another campaign not listed, or click the archive button to remove their access.

9. 👆 Click the Campaign field and choose a campaign from the drop-down list. 👆 Choose a "Viewing Role" for the user - this will determine what content in the campaign they can see.

10. 👆 Click "SAVE".

11. 👆 Click the pencil icon to edit the contact's access to a campaign.

12. 👆 Add or remove viewing roles using the drop-down list, then 👆 click "SAVE".

Give a user access to another partition

13. 🥳 Click the checkbox next to the partition to give the user access to. This saves automatically and the row will turn green if successful.