Configuring the user visibility option for roles

On the people tab of Lists, On-demand Campaigns, and Corporate Campaigns, to restrict the list of users that are displayed in the Select Team Members or Select Member Access Levels windows for users with a given security policy role, you can configure the user visibility feature for that role.

About this task

When Lists, On-demand Campaigns, and Corporate Campaigns are created, participants are specified. By default, there are no restrictions on which users can be added as participants.

Note: User visibility is not applied by the Notify Field Marketer task in Corporate Campaigns. Any users who have the contact list to review are notified and added as participants regardless of the security policy role.

Procedure

To configure the user visibility option for roles, complete the following steps:
  1. Select Settings > Distributed Marketing Settings > Security Policy Settings.
  2. On the Security Policy Settings page, in the Global Security Policy section, click the name of the role.

    The Role: <role name> page is displayed for user visibility selection.

  3. From the list of user groups on the left, select the groups that you want users with this role to see in the list.
  4. Click >> to move them to the list on the right.

    When users who have the selected role add participants, they can select from the set of users who are in a group in the list on the right.

  5. Click Save Changes.
  6. Repeat steps 2 through 5 for each role that you want to configure.