Manage campaign access

Permissions to manage campaign membership

Campaign membership is managed through three Stream app roles: Admin, User, and Read-only. Each role determines what actions a user can perform.

• Add members - admins and campaign members with the User role can add people to a campaign by clicking the Add members icon in the top-right corner of the overview campaign page. They can then search for users by name or email. Admins can also approve requests to join a campaign.
• Remove members - admins can remove anyone, including themselves and other admins. Campaign members with the User role can remove other members, but not admins. Users with the Read-only role cannot remove members. To remove someone, click the member avatars in the top-right corner of the page, then click next to their name.
  Note

  Members removed from a campaign appear as User removed in task assignments. Users removed from the organization are labeled as Unknown User.

• Assign tasks - admins and campaign members with the User role can assign tasks to people who aren't campaign members. These users are automatically added to the campaign when assigned a task.
• Tag users in comments - admins and campaign members with the User role can mention non-members in comments. When you tag someone who isn't a member, you're prompted to add them to the campaign.

Request to join a campaign

Users who are not members of a campaign can request to join directly from the campaign 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:

1. In the navigation menu, click Strategy.
2. In the left sidebar, click Campaigns.
3. On the Campaigns page, click the name of the campaign you want to join.
4. Click Request access.
5. In the Request to join dialog, optionally enter a reason for joining, then click Send request.

After you submit your request:

• All admins receive a notification, even if they're not campaign members.
• A pending request message appears on the campaign overview page and in the campaign list.
• You're notified when an admin approves or denies your request.
• If approved, you gain access to the campaign's details and collaboration features.

Approve or deny a join request

Admins can review and respond to join requests from either the Notifications dialog or the campaign's Details & settings tab. When an admin responds, the request notification is removed for all other admins.