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Decide who sees a single campaign. You need this when a project is confidential, or when you want to cut the noise by showing each person only the campaigns that concern them. Before you start, keep two things apart — they are easy to confuse here:
  • Visibility: who sees the campaign. Set campaign by campaign, on this screen.
  • Editing permissions: what the people who see it can do. These come from the workspace role and can’t be changed from here.
A Guest added to a private campaign sees it, but stays read-only. Making a campaign public turns nobody into an editor.
By default every campaign is visible to every member of the organization. Make one private only when you actually need to.

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Setting campaign visibility

Open the campaign, go to the Build screen and click the members icon in the top right: the Manage campaign visibility window opens.
This is the default setting. Every member of the organization can view the campaign.
Public or private only changes who sees the campaign. It grants nobody the right to edit or publish it, and takes that right from nobody: the role decides that.

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Giving collaborators access to a private campaign

1

Open the Builder

Go to the Builder of the campaign you set as private.
2

Open the collaborators

Click the Collaborators icon in the top right. The Select the users who will access this campaign window opens.
3

Choose the users

In the Select users field you can filter members with the search bar, quickly select all available members, or pick one or more users from the list.
4

Save

Confirm with Save. The selected users see this campaign and no other. What they can do with it depends on the role they already have in the workspace.

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Managing and updating collaborators

You can reopen the window at any time to add or remove users: changes take effect immediately on save. The list only shows users who are already in your workspace. If you can’t find someone, add them from Workspace Management first, then repeat the procedure.
To change a user’s role or permissions (Admin, Member, Guest) you have to go through the organization’s main screen: Dashboard → Members → User management. See Roles and permissions.

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Next steps

Roles and permissions

Assign Admin, Member or Guest and invite new members.

Plans and credits

Understand how many campaigns and responses your plan includes.

Related topics

TroubleshootingRoles and permissionsInterview settings