Campaign Configuration: Permissions

Learn how to manage the access to campaign settings in our quick guide to Campaign Configuration: Permissions.

The Access Control tab allows you to manage access to the campaign settings for Buyer users.

To view and configure the access settings, go to the Client Management > Setup > Campaigns section, select the campaign from the list, click the “Configure” button, and go to the “Permissions” tab.

The “Permissions” block allows users with the System Admin role to view and configure the access permissions for users with the Buyer Editor role to the campaign settings.

You can select the preferable option by marking the following checkboxes:

• View the campaign: Check the box to allow Buyer Editors to view Campaigns.
• Allow adding Buyer Disposition: Check the box to allow Buyer Editors to add the Buyer Disposition. 
• Change price of the campaign: Check the box to allow Buyer Editors to change the min price of the Campaign.
  • Change Min Accepted Bid: Check the box to allow Buyer Editors to change the min accepted bid of the Campaign.
  • Change Price of the Campaign (Increase Only): Check the box to allow the Buyer Editors to set only the price that is higher than the price specified in the template. Note: If this box is unchecked, the corresponding users can change the min price of the Campaign to any price.
• View status of the campaign: Check the box to allow Buyer Editors to view the status of the Campaign.
• Change status of the campaign from paused to active: Check the box to allow Buyer Editors to change the status of the Campaign from paused to active.
  • Change status of the campaign from disabled to active: Check the box to allow Buyer Editors to change the status of the Campaign from disabled to active.
• Change Timezone: Check the box to allow Buyer Editors to change the timezone of the Campaign.
• View the schedule: Check the box to allow Buyer Editors to view the Campaign schedule.
  • View the schedule daily sold: Check the box to allow Buyer Editors to view the daily sold schedule.
  • View the schedule daily ping: Check the box to allow Buyer Editors to view the daily ping schedule.
  • View the schedule daily post: Check the box to allow Buyer Editors to view the daily post schedule.
  • View the schedule total sold: Check the box to allow Buyer Editors to view the total sold schedule.
  • View the schedule total ping: Check the box to allow Buyer Editors to view the total ping schedule.
  • View the schedule total post: Check the box to allow Buyer Editors to view the total post schedule.
  • View the schedule override: Check the box to allow Buyer Editors to view the override schedule.
  • Edit the schedule: Check the box to allow Buyer Editors to change the Campaign schedule.
• View source denylist: Check the box to allow Buyer Editors to view the source denylist of the Campaign.
  • Edit source denylist: Check the box to allow Buyer Editors to edit the source denylist of the Campaign.
• Edit cost per minute: Check the box to allow Buyer Editors to edit the per-minute cost of the Campaign.
• View the duplicates: Check the box to allow Buyer Editors to view the duplicates.
  • Edit the duplicates: Check the box to allow Buyer Editors to edit the duplicates.
• View the filters: Check the box to allow Buyer Editors to view the Campaign filters.
• Edit the filters: Check the box to allow Buyer Editors to edit the Campaign filters.
• View the flexible filters: Check the box to allow Buyer Editors to view the Campaign's “Flexible Filters” tab.
  • Edit the flexible filters: Check the box to allow Buyer Editors to edit the Campaign's “Flexible Filters” tab.
• View the tracking: Check the box to allow Buyer Editors to view the Campaign “Tracking” tab.
  • Edit the tracking: Check the box to allow Buyer Editors to edit the Campaign “Tracking” tab.
• View the integration: Check the box to allow Buyer Editors to view the “Integration” tab of the Campaign.
  • Edit the integration: Check the box to allow Buyer Editors to edit the “Integration” tab of the Campaign.
  • View campaign pause settings: Check the box to allow Buyer Editors to view the Campaign pause settings.
• View the notification: Check the box to allow Buyer Editors to view the “Notifications” tab of the Campaign.
  • Edit the notification: Check the box to allow Buyer Editors to edit the “Notifications” tab of the Campaign.
• View the non-accept notification: Check the box to allow Buyer Editors to view the non-accept notifications.
  • Edit the non-accept notification: Check the box to allow Buyer Editors to edit the non-accept notifications.
• View the filter iClear: Check the box to allow Buyer Editors to view the Campaign’s “Filter iClear” tab.
  • Edit the filter iClear: Check the box to allow Buyer Editors to edit the Campaign’s “Filter iClear” tab.
• View Phone/IVR (Call Logic only): Check the box to allow Buyer Editors to view the Campaign’s “Phone/IVR” tab.
• View Direct Transfer to Phone (Call Logic only): Check the box to display the “View Direct Transfer to Phone” field in the “Phone/IVR” tab to Buyer Editors.
• View Custom IVR (Call Logic only): Check the box to display the “View Custom IVR” field in the “Phone/IVR” tab to Buyer Editors.
• View Additional Custom Settings (Call Logic only): Check the box to display the “Transfer Settings” field in the “Phone/IVR” tab to Buyer Editors.
• View SIP Headers (Call Logic only): Check the box to allow Buyer Editors to view the “SIP Headers” tab of the Campaign.

Edit SIP Headers (Call Logic only): Check the box to allow Buyer Editors to edit the “SIP Headers” tab of the Campaign.

Note: permissions apply only to the Buyer Editor users. Please make sure that the user has permission to edit the campaign. (The checkbox Edit is active in the “Edit” column of the “Buyer users” block).

The “Buyer users” block contains the list of Buyer users. To view the user profile page, select the user from the list and click the “View” button in the “Actions” column, which redirects you to the System Users > Buyer Settings > Buyer Representative section.

To view and manage permission groups for a user, select the user from the list and click the “Permissions” button in the “Action” columns.

Set up the permission group(s) in the pop-up window and click the “OK” button to complete.

To view, create, and configure the list of users in the “Buyer users” block, click the “Manage” button. You will be redirected to the “Users” tab of the Buyer configuration page in the Client Management > Buyers list section.