Manage campaign access
SitecoreAI offers flexible campaign access management to help teams collaborate efficiently while maintaining control over who can view and contribute to specific campaigns. This topic covers the rules for managing campaign membership, how users can request access to campaign, and how admins can approve or deny those requests.
Permissions to manage campaign membership
Campaign access is managed through Stream app roles: Admin, User and Read-only. These roles determine what you can do within a campaign.
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Adding members - admins and campaign members (with the User app role) can add users directly on the campaign's Overview page. Admins can also approve join requests.
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Removing members - admins can remove any user, including themselves or other admins. Campaign members (with the User app role) can remove other members but not admins. Read-only users cannot remove anyone.
NoteMembers removed from a campaign appear as User removed in task assignments. Users removed from the organization are labeled as Unknown User.
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Assigning tasks - admins and campaign members (with the User app role) can assign tasks to non-members. After assignment, those users are automatically added to the campaign as members.
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Tagging in comments - admins and campaign members (with the User app role) can tag users who are not yet campaign members in the task comments. When tagging a new person, you'll be prompted to add them as campaign member.
Request to join a campaign
Users who are not members of a campaign can request to join directly from the Overview page. Requests do not expire and remain pending until an admin takes action. This feature complements the existing ability for admins and existing campaign members to add other members manually.
To request to join a campaign:
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In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.
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On the Campaigns page, click the name of the campaign you want to join.
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On the Overview page, open the Deliverables tab, then the List tab.
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Click Request access.
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In the Request to join dialog, optionally enter a reason for joining, then click Send request.
After your request is submitted:
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All admins, including those who are not currently part of the campaign, will receive a notification.
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You'll see a note on the Overview page and campaign list page indicating that your request is pending.
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When an admin approves or rejects your request, you'll get a notification.
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If approved, you gain full access to the campaign's details and collaboration features.
Approve or deny a join request
Admins can review and respond to campaign join requests in the Notifications dialog or on the Settings tab of the campaign. When one admin responds to a request, the notification is automatically removed for other admins.
To approve or deny a join request in the Notifications dialog:
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To review any pending join requests, click the notification icon
on the navigation menu. -
Click Accept or Deny to respond to a request.
After your request is submitted:
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The notification is removed for other admins.
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Rejected users can submit another request later.
To approve or deny a join request on the Settings tab:
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In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.
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On the Campaigns page, click the name of the relevant campaign.
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On the Overview page, open the Settings tab.
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In the Members requests section, click Accept or Deny.
After you take action:
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The requestor will be notified. Rejected users can submit another request later.
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If approved, the new member’s name appears in the Members section of the campaign.