What clients can do in campaigns
You decide how much each client runs their own outbound campaigns. Some clients want to launch campaigns themselves whenever they like; others want your team to do it for them. Six switches per client set what that client’s users can do. Your agency team (owners, admins and members) can always do everything.
Set what a client can do
Section titled “Set what a client can do”Agency owners and admins: open the client’s Client settings and go to What this client can do (shown once outbound calling is on). Each switch saves as soon as you change it.
| Switch | Default | When it’s off, client users see |
|---|---|---|
| Start campaigns | On | The builder shows “Your agency starts campaigns for you. Ask them to start the one you need.” |
| Schedule campaigns for later | On | Only Now in the builder; scheduling is refused: “Your agency hasn’t allowed scheduling campaigns for later. Start it now or ask them.” |
| Run campaigns again | On | Reruns are refused: “Your agency hasn’t allowed running campaigns again. Ask them to rerun it.” |
| Delete campaigns | Off | Deleting is refused: “Your agency hasn’t allowed deleting campaigns. Ask them to remove it.” |
| Upload contact lists | On | No Add contacts in the builder; uploads are refused: “Your agency adds contact lists for you. Ask them to upload this one.” |
| Edit campaign notes | On | Changing a campaign’s notes is refused: “Your agency hasn’t allowed changing campaign notes.” |
The portal checks these on every request, not only in the screens, so a client user can’t get around them.
What clients never change
Section titled “What clients never change”Whatever these switches say, the channel, agent, numbers, template, pace and daily limits always come from the campaign playbook. A playbook can let clients narrow the calling hours and days or use fewer tries; that is set on the playbook itself, under What clients may change.
Common set-ups
Section titled “Common set-ups”| You want | Set |
|---|---|
| Clients run everything themselves | Leave the defaults, and switch on Delete campaigns if they should tidy up old campaigns. |
| Your team launches, clients watch results | Switch off Start campaigns and Upload contact lists. Clients still see every campaign and its results. |
| Clients launch, your team controls lists | Switch off Upload contact lists. |