{"id":4325,"date":"2023-08-01T13:40:15","date_gmt":"2023-08-01T20:40:15","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=4325"},"modified":"2023-12-22T11:14:21","modified_gmt":"2023-12-22T19:14:21","password":"","slug":"campaign-team-roles-permissions","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/campaign-team-roles-permissions\/","title":{"rendered":"Campaign Team Roles &#038; Permissions"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-pale-cyan-blue-background-color has-text-color has-background has-medium-font-size\"><strong>Not every campaign team member needs access to everything &#8211; choose the right role depending on you, your campaign, and\/or your organization. Choose wrong? That&#8217;s okay; you can switch!<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>You&#8217;ll find these roles &amp; permissions in your campaign team menu. In your navigation menu, click &#8216;Team&#8217; and then &#8216;Members.&#8217; Click &#8216;Roles &amp; permissions&#8217; to open up the chart explaining different roles. <\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"433\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of a campaign&#039;s team list, highlighting the &#039;Roles &amp; permissions&#039; button\" class=\"wp-image-4335 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-1024x433.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-1024x433.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-300x127.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-768x325.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-360x152.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-1536x649.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-team-roles-permissions-2-2048x865.png 2048w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Campaign team roles &amp; permissions<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"479\" height=\"572\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of campaign team roles &amp; permissions (text is written out underneath)\" class=\"wp-image-4328 lazyload\" sizes=\"auto, (max-width: 479px) 100vw, 479px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-Team-Roles-2.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-Team-Roles-2.png 479w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-Team-Roles-2-251x300.png 251w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Campaign-Team-Roles-2-360x430.png 360w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Owner &#8211; <\/strong>Owners have full control of the campaign. They can edit the campaign, post updates, access transaction and financial information, and invite\/remove team members. They are also the only person who can request changes to any locked portions of a campaign. <strong>There may only be ONE Owner per campaign (no number restrictions for any other role).<\/strong><br>     <\/li>\n\n\n\n<li><strong>Manager &#8211; <\/strong>Managers have full onscreen control of the campaign. They can do anything the campaign owner can do, including edit the campaign, post updates, access transaction and financial information, and invite\/remove team members. They cannot request changes to the locked portions of a campaign or withdraw funds.<br>      <\/li>\n\n\n\n<li><strong>Editor &#8211; <\/strong>Editors have full access to the campaign for story editing, adding\/removing pictures and videos, posting updates, and inviting team members. But they do NOT have access to transaction details, nor can they request changes to locked portions of the campaign.<br>    <\/li>\n\n\n\n<li><strong>Promoter &#8211; <\/strong>Promoters can import their own contacts, promote the campaign with the share center and post their own campaign updates. They cannot edit the campaign nor access funds or private financial information, or invite\/remove team members.<br>   <\/li>\n\n\n\n<li><strong>Member &#8211; <\/strong>Members can import their own contacts and promote the campaign with the share center. They cannot edit the campaign, post updates, or access funds or private financial information.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Not every campaign team member needs access to everything &#8211; choose the right role depending on you, your campaign, and\/or your organization. Choose wrong? That&#8217;s okay; you can switch! You&#8217;ll&#8230;<\/p>\n","protected":false},"author":4,"featured_media":6033,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[54],"doc_tag":[121],"class_list":{"0":"post-4325","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-campaign-teams","7":"doc_tag-team-staff-information"},"year_month":"2026-04","word_count":286,"total_views":"1190","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shan","author_nicename":"shan","author_url":"https:\/\/connectionpoint.com\/help\/author\/shan\/"},"doc_category_info":[{"term_name":"Campaign Teams","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/campaign-teams\/"}],"doc_tag_info":[{"term_name":"Team &amp; Staff information","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/team-staff-information\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Campaign Team Roles &amp; Permissions<\/title>\n<meta name=\"description\" content=\"Not every campaign team member needs access to everything - 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