Documentation sections

Campaign access and “Share”

Which campaigns each role sees, how to give a colleague view access to a campaign and how to take it back.

A campaign belongs to the user who created it — from here on called the campaign holder. Your role determines whose campaigns you see in the Campaigns («Кампании») section. You can give a colleague view access to a campaign with the Share («Поделиться») button. The roles themselves are described on the Team and roles page.

Who sees which campaigns

RoleWhich campaigns they see
Owner («Владелец»), Admin («Администратор»)All of the team's campaigns
Team lead («Тимлид Баеров»)Their own, the campaigns of staff assigned to them and those shared with them
Buyer («Баер»), Designer («Верстальщик»)Their own and those shared with them
Financier («Финансист»)There is no Campaigns section in the menu. Statistics for all of the team's campaigns are available in the Reports («Отчёты») section

How to assign staff to a team lead is covered on the Team lead and their media buyers page.

Who can edit a campaign

Editing a campaign — changing its settings and streams, pausing, copying, archiving — is available to:

  • the campaign holder;
  • the team lead the holder is assigned to;
  • owners and admins — for any campaign.

A copy of a campaign stays with the holder of the original campaign, and access granted with Share is not carried over to the copy — see Bulk actions and campaign cloning. When a user is deleted, their campaigns pass to their team lead, or, if there is no team lead, to whoever deleted the user, see Team and roles.

Access through Share is view-only. The recipient cannot edit the campaign, copy it or share it further.

How to share a campaign

Owners, admins and team leads see the Share button in the campaigns they can edit. Media buyers and designers do not have the button.

  1. Open Campaigns.
  2. Click the name of the campaign you need.
  3. Click Share in the campaign header, to the left of the Edit («Изменить») button.
  4. In the “Share campaign …” («Поделиться кампанией …») window, select the logins of the staff members.
  5. Click Save («Сохранить»).

The window lists users with the Buyer and Designer roles. Owners and admins choose from all such staff; a team lead chooses from the staff assigned to them. If there are no suitable users, the window says “Nobody to share with — no media buyers or designers” («Некому шарить — нет баеров и верстальщиков»).

The recipient will see the campaign in the Campaigns section when they open or refresh the list.

Checking the result

  1. Open the campaign.
  2. Click Share again.

The staff members with access are checked. Owners and admins can view the panel as the recipient — see Log in as a user.

What the recipient sees

In the campaign header, the recipient has no Pause («Пауза»), Start («Запустить») and Edit buttons; there is a “view only” («только просмотр») label instead.

Available to the recipient:

  • the traffic link and the 30-day summary;
  • stream cards: type, action, weight, filters, landing pages and offers with their shares;
  • the Source and parameters («Источник и параметры») and Cloaking («Клоака») tabs — without the Save parameters («Сохранить параметры») and Save campaign («Сохранить кампанию») buttons;
  • the Statistics («Статистика») button and this campaign's data in the Reports section — see Campaign statistics.

Not available to the recipient:

  • creating, configuring, copying, enabling, disabling and reordering streams, and the Check stream («Проверить поток») button. The toggle in the stream card is inactive, with the “View only” («Только просмотр») tooltip;
  • pausing, starting, archiving, copying and changing the campaign settings;
  • the toggle in the Cloaking column of the campaign list — it is inactive, with the “This campaign is shared with you for viewing only” («Кампания расшарена вам только для просмотра») tooltip;
  • the bulk actions Pause, Enable («Включить»), Copy («Копировать») and To archive («В архив») if the selection includes such a campaign;
  • the campaign's additional S2S postbacks: on the S2S postbacks («S2S-постбеки») tab, the addresses are replaced with the text “Postback URLs and settings are available to users who can edit the campaign.” («Адреса и настройка постбеков доступны пользователям с правом изменения кампании.»);
  • tokens in the link parameters: on the Source and parameters tab, the values of the token, access_token and capi_token parameters and Facebook tokens are shown as ***.

How to revoke access

  1. Open the campaign.
  2. Click Share. The staff members with access are checked.
  3. Clear the checkbox next to the staff member.
  4. Click Save.

When the staff member opens or refreshes the list, the campaign will no longer be in it. Its statistics also disappear from their reports.

Restrictions set by the admin

Owners and admins can further narrow the access of a team lead, media buyer, designer and financier: Admin panel → Team («Админ-панель → Команда»), the Permissions («Права») button in the user's row. For the Campaigns section, you choose one of three values.

ValueWhat the user gets
By role («По роли»)Access according to the rules on this page. The default value
View («Просмотр»)All visible campaigns, including their own, open with the “view only” label. There is no Share button
No access («Нет доступа»)The Campaigns section disappears from the menu, and its data is not loaded

The Limit campaign groups («Ограничить группы кампаний») checkbox leaves the user only the campaigns from allowed groups. This also applies to campaigns shared with them: they will not see a campaign from a group that is not allowed.

Restrictions only narrow access. They do not give access to other people's campaigns. All the settings of this window are described on the User permissions: sections, campaign groups and report fields page.

Access denied messages

Access to the section is restricted by the administrator («Доступ к разделу ограничен администратором»)

You have View access to the Campaigns section and are trying to create or change something, or you have No access. The owner or an admin can change this value in the Permissions window.

campaign not found («кампания не найдена»)

The campaign is not among those visible to you: it belongs to someone else and was not shared with you, access was revoked, or its group is not among the allowed ones.

Could not load current access («Не удалось загрузить текущие доступы»)

The Share window did not receive the current list; the reason is shown after the colon. The checkboxes and the Save button are inactive. Close the window and open it again.

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