Selecting team members for a Corporate Campaign

You can select other Collaborate users to participate in the Corporate Campaign.

About this task

You can assign participants as individuals, or by role. When you assign participants by role, you can assign an entire group of field marketers to participate in a Corporate Campaign at one time.

Procedure

  1. Open the Corporate Campaign.
  2. Open the People tab.
  3. Click the Edit Member/Role Settings icon ().

    The Select Team Members dialog box opens.

  4. To assign team members by role:
    1. In the upper left of the dialog box, click Roles.
    2. Select roles to assign to the Corporate Campaign from the list on the left.
    3. Click the right-pointing arrow button to move the selected roles to the Selected Team Members list on the right.
  5. To assign individual users:
    1. In the upper left of the dialog box, click Folders.
    2. Expand the folder entries and select individuals to assign to the Corporate Campaign from the list on the left.
    3. Click the right-pointing arrow button to move the selected users to the Selected Team Members list on the right.
  6. Click Save Changes.

What to do next

You can now assign work for the Corporate Campaign by role.