Restricting Campaign Creation Capabilities (Categories/Sub-categories)



Allocadia gives marketers the flexibility to organize marketing activities in a structure that aligns with departmental processes. This structure can be created using groupings in Allocadia called Categories and Sub-categories. Restricting campaign creation allows only specific users to alter the structure of Activities.

  1. Click the Settings button next to your name at the top of the screen
  2. Select User Roles in the drop-down menu to navigate to the Configurable Roles page
  3. Highlight the desired User Role
    Note: Categories and Sub-categories are linked as part of Configurable Roles. If Creating is enabled for Sub-categories it must be enabled for Categories. If creating is enabled for Categories, it will not need to be activated for Sub-categories.
    Note: If Creating is enabled for Categories or Sub-categories, a user must have permission to Edit.
  4. Adjust permissions as desired
    Note: If creating Categories or Sub-categories is disabled for a parent role, all subsequent child roles must also have the function disabled. If Creating is enabled for a child role, it must be enabled for the parent role.
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