HomeAdmin FAQWorking with CampaignsHow to Assign Users to a Campaign

4.47. How to Assign Users to a Campaign

Each campaign has its own set of agents to log in. Agents can be assigned to multiple campaigns but they are only allowed to log in to one campaign at a time.

Assigning agents to campaign is done in this section.


Step 1. Login to the URL http://admin.safesoftsolutions.com using your Admin credentials.

Step 2. Click on the tab Campaigns and then, Show Campaigns.

  

 
Step 3. Select the Settings of the Campaign that you want to assign the users.
  

 

Step 4. Scroll down to Section 17 - Assign Users to Campaign.
  

 

Step 5. Click on the User that you want to take a call on this Campaign. Make sure it gets highlighted in blue and then, click on the Grant Access button.

*** Hold the ctrl key while clicking to select multiple users.
  

 

Step 6. Once the selected User(s) are under Can Access Campaign, click on Save Changes button down at the bottom of the page to apply the  settings.
  

 

 

 

 

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