TABLE OF CONTENTS

Introduction


Pinpointe's campaign collaboration feature lets you set up your account so that only certain team members are able to approve campaigns.  


Campaigns that are not approved need to be reviewed and approved before they can be sent. 


As the Account Owner, you have all permissions, including the ability to approve or disapprove a campaign. You may grant no, partial or all permission levels to any teammate you add to your account, including the ability to approve campaigns. 

 

What is a Subuser (Teammate)?

A teammate, also called a subuser, is a person who you add to your Pinpointe account who is given the designation of Account Manager. As the Account Owner, you can invite other team members, and then designate their roles and restrict what features and functionality each team member has access to. 


When you first set your account up in Pinpointe, you will be able to add up to five teammates at no charge. For additional teammates, there is a nominal monthly fee. Each teammate can be given their own login ID and password. 


The areas of your account that you can set access restrictions on are:

  • Contacts
  • Campaigns 
  • Reports
  • Site Builder
  • SMS Messaging
  • Journeys


The main levels of access are:

  • No Access 
    • Selecting No-Access deselects both View and Manage 
  • View 
    • Makes access read-only
  • Manage 
    • Create, Edit, Delete, Import, Send as appropriate
  • Approve / Activate 
    • All Manage + Approve


Please note that as account owner, you have the unilateral ability to change teammate permission levels at anytime. 


For more information on how to create a Teammate, please read the article, Managing Subusers.


Setting Campaign Workflow Permissions

Once you have created a teammate and navigated to the Manage Users page in the "Account Settings" section, you can begin to set permission levels. You'll need to click the Manage Permissions button to start setting up permissions (Fig 1). 


Fig 1 



You'll now see a list of the different asset categories, including "Campaigns", the category we will focus on. After changing permissions, remember to save your changes by clicking on the Save button (Fig 2). 


Fig 2



No Access Permission Level


The No Access setting results in the Email Campaign feature set and menu option being removed from the subuser's account (Fig 3). 


Fig 3 




Manage Permission Level


The Manage setting provides the Email Campaign feature, and allows the subuser to create a new email campaign or edit an existing one (Fig 4). 


Fig 4 



They can also view the campaign queue section and track the sending status of campaigns. The teammate may also send a campaign, but only if that campaign has already been approved.

 


Approve Permission Level


Subusers with the permission level of Approve have the same level of access and control as the Account Owner (Fig 5). 


Fig 5



This subuser may approve currently unapproved campaigns and then send them. These approved campaigns will then be available to be sent by any other teammate whose permission level has been set to Manage.