We’ve introduced robust team permission controls. Account administrators can now restrict teams so they only see the walklists, phonelists, reports, tags, and data relevant to their role. This replaces the previous all-or-nothing permission structure and gives campaigns much greater control over access and visibility.
To set team permissions go to "Team", then "Create and Manage Team", ensure "Enable Team permissions" is toggled on, then select the three verticle dots to the right of the team in the "Actions" column, select "Set Permissions". Lastly, either toggle on "Select All Permissions" to totally restrict most access and visibility to within the team or toggle specific permissions to only restrict certain aspects of the platform to the team.
Please note: Any activity (Surveys created, Walk lists Created, Phone Lists Created, Filters Created, etc.) done by an Account Owner will be visible to all users on the account regardless of Team Permissions.
