How-To Guides

This how-to guide will focus on how to compare a user’s roles to the roles in a campaign’s workflow, and if necessary, edit the user record to include them on a campaign. This guide should be used if a user is not appearing in the workflow roles box (in the Workflow Summary tab of the campaign record) and therefore can’t be assigned to tasks in that campaign.   

In this guide: 

• How to check if a user is included on a campaign 
• Ensure a user is on the correct client team 
• Ensure a user has the correct roles to be included in a campaign 
• Allocate the campaign by Team Members to add the updated user to the campaign 

How to check if a user is included on a campaign 

1. Navigate to the campaign 
2. Click on the Workflow Summary tab 
3. Check if the user’s name is included in the workflow roles box 
4. If they are not included in this box, proceed to the next section 

Ensure a user is on the correct client team 

1. Navigate to the Teams section in Agency Setting 
2. To navigate to the Agency Settings section, you need to click on Agency on the bottom left corner of the screen. 
3. In the Teams section, use the drop down to select Client Teams 
4. Click on the Client Team that you want to check from the list 
5. Make sure the user you’re looking for is included in the client team. 
6. If the user is not on the Client Team, add the user to the team. Once this is complete, continue with this How To Guide.  

Ensure the user has the correct roles to be included in a campaign 

If the user is on the correct client team, make sure at least one of their assigned roles matches one of the roles in the workflow of the campaign you’re using. To do this, follow these steps: 

1. Open the user’s user record 
2. Inside the user record, click on the Agency Assignments tab. 
3. In the Media Workflow Roles box, be sure that at least one of these roles matches at least one of the roles in the workflow the campaign is using.  
4. To check which workflow roles the campaign uses, you can navigate back to the campaign, click on Workflow Activities, and browse the User/Role column included in different stages of the campaign. 
5. If the workflow role is not included here, add it by clicking the three vertical buttons at the top right of the Media Workflow Roles box and selecting Add Existing Media Workflow Role 
6. Save the record 

Allocate the campaign by Team Members to add the updated user to the campaign 

1. Enter into the campaign that needs updating 
2. Single click the Allocate Workflow arrow on the top of the ribbon bar 
3. Select the Team Members option 
4. Wait at least 1 minute for the selection to process, you may need to refresh your page.  
5. After clicking, click the workflow summary tab 
6. The updated user should now appear in the Workflow Roles Box. If not, give it more time and refresh the page.