You can use Zenoti’s permissions for campaigns to control what employees can or cannot do while setting up campaigns. For instance, you can allow one set of employees to only create and edit campaigns while you can allow another set of employees to edit, schedule, and send campaigns. 

To enable permissions required to configure campaigns

  1. At the organization level, go to Admin > Organization > Security Roles.
  2. Select the appropriate role. 
  3. Click the Permissions tab.
  4. Expand Marketing Manager.
    Note the following permissions for Campaigns: 
  • Add: Select this checkbox to permit a person to be able to add or create campaigns. Using this permission, center managers can also add their center to a campaign that has been created at the organization level. 
  • Edit: Select this checkbox to permit a person to be able to edit campaigns. Note that the edit permission does not include the ability to send the campaign. Using this permission, center managers can also add or remove their center from a campaign that has been created at the organization level.
  • Delete: Select this checkbox to permit a person to be able to delete campaigns.
  • View: Select this checkbox to permit a person to be able to only view campaigns. Such a person cannot create, edit, send, or delete a campaign. 
  • Send/Schedule Campaign: Select this checkbox to permit a person to be able to schedule and send campaigns.
    Controlling permissions to this level is especially useful in cases where centers want to create their own campaigns and where the organization (or the corporate) can approve the campaign and send it.
    Note: By default, Zenoti enables this permission for the Owner role.
    Important: If a person has the Add and Edit permission but does not have the Send/Schedule Campaign permission, then after creating a campaign, such a person can only save and close the campaign - such a person cannot send or schedule the campaign. 

   5. Click Save.

See Also

Campaigns in Zenoti

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