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Setup User only to manage Campaigns?

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  • Setup User only to manage Campaigns?

    Hi. I'd like to give a user access only to setup and manage a campaign in Connect, but not give them admin access to the entire Click & Pledge installation. What are the appropriate permissions I should set for them in the "Build New Users" form?

    From the form...
    Grant access to the following: Checkout Pages Donations & Premiums
    Products & Memberships Custom Questions Process Credit Cards Mobile Site Swiper1 Login Salesforce Virtual Terminal (PaaS 4 ONLY) Account Info

  • #2
    Good day!

    As of this post only admins have access to Connect. We will have a release in April where granular permissions may be assigned to each task & tab in Connect.

    The current release is an extension of the Portal and with the April release all features of Portal will be moved to Connect.

    Sorry for the inconvenience and lack of this feature at this time.
    Click & Pledge Support Department

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