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Our other Campaigns have four roles. Lead Manager, Office Manager, "Other" and Owner. How do I quickly add the other two roles?
Our other Campaigns have four roles. Lead Manager, Office Manager, "Other" and Owner. How do I quickly add the other two roles?
Tazoar Ahsan avatar
Written by Tazoar Ahsan
Updated over a week ago

Add roles to campaigns by following these guidelines:

  1. Navigate to your ‘Profile’ on the top right corner and select ‘Manage Users.’ The list of users will appear.

  1. Select the user you want to assign the roles to by clicking the name. The Edit User window will open.

  1. Click the ‘Role Assignment’ tab.

  1. Select ‘Append User Access’. The list of ‘Roles’ will appear.

  1. Check the box beside the role, for example, ‘Office Manager.’

  2. Click ‘Yes’ under the ‘Lead Access.’

  3. Check the ‘Market,’ for example, ‘Primary Market.’

  4. Under the (primary) market, select the ‘campaign’ you want the newly added role assigned.

  5. Confirm if you want your newly added role assigned to ‘existing leads’ by clicking ‘Yes’ and on the ‘new leads’ by clicking ‘Yes.’

  6. Hit ‘Update User.’

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