Knowledge Base

Campaigns: Permissions

JT
Jenny Takahara, November 2, 2023
Note: Campaigns by Pipedrive is available as a paid add-on.

All admin users will automatically have full access to the Campaigns add-on. Access for regular users and other permission sets can be managed by admin users by going to Company settings > Manage users > Permission sets, selecting the correct user group and enabling these permissions:

  • Manage sender information and domain information – Add, edit and delete information about senders. Sender information will be used by all users who can send campaigns.
  • View campaign reports – Have access to reports that show the email campaign's performance (open and click rates, top geographical locations, bounces and more).
  • Send campaigns – Send out campaigns to subscribed contacts.
  • Edit campaigns and email templates – Add and edit campaigns as well as templates for campaign emails. Note that sending out campaigns is controlled by different permission.
  • Delete campaigns and email templates – Delete campaign drafts and templates for campaign emails.
Note: If two or more users edit the same campaign draft at the same time, the one saved last will override previous versions.
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