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Share all your campaigns with your colleagues

By default, campaigns are only visible to their creators while it's on draft, but you can easily grant your colleagues access to see them by updating certain settings.

Written by Stephanie Desveaux

⚠️Important: Colleagues you share work with may need the same access rights as you to view and manage the campaign.

A campaign can only be shared with users who have visibility of the sender profile used to create it.

To share all of your campaigns with your colleagues, follow the steps below:

  1. From the lower section of your Acteol CRM modules menu panel, click your username icon.

  2. Click My Account.

    📌Note: If the modules menu panel is open, by your username click the open user menu icon instead of directly clicking your username icon.

  3. Click Feedback and Communication, then choose which details to review or edit.

  4. From the Share your Campaigns dropdown:

    • Type, then select your colleague's username.

    • Select all your colleagues at once by selecting the relevant group name.

  5. Click Save preferences.

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