While anyone in your Muse teams will be able to see a campaign, only members assigned a campaign role will be able to act on this campaign. Based on these roles, members can contribute and drive the campaign to completion.
Members can be assigned to campaign-level roles as well as ad-level and flight-level roles. Advertisement and flight level assignments will be inherited by all ads or flights created on the campaign, though these assignments can be modified on a given advertisement or flight.
Notably, multiple members may be assigned to the same role.
Why is Assigning Member Roles Important?
Assigning member roles is important so that all campaign stakeholders are aware of all campaign deliverables and the resources working on them. Significantly, whenever an activity occurs on the campaign, a notification email is sent to all campaign members. If team members does not fit into a pre-defined campaign role but should receive notification emails, add them to the campaign as a watcher.
Who can Assign Campaign Roles?
Only a campaign owners can add or delete members from roles. By default, a campaign creator is assigned as that campaign's owner. This owner can then assign other team members to the owner role.
What are the Available Campaign Roles?
Below are a list of roles available on campaigns, advertisements, and flights and the permissions each role has within a campaign.
Who will receive notification emails?
Only users who can see a given campaign object - the campaign, its advertisements, or flights - and are assigned to a member role on that campaign object are eligible to receive notifications emails. Notably, members may opt-out of receiving notification emails.
What actions will generate a notification email?
Notification emails are generated whenever the following activities occur regardless of the campaign object (campaign, advertisement, flight) on which they occur:
an asset is uploaded or removed from the Asset Drawer
a comment is created, edited, or deleted
a user is a assigned to/removed from a member role (only member affected will be notified)
when a process step's due date is nearing or over-due
In addition, these activities specific to noted campaign objects will also generate a notification email:
when a campaign is created or edited
when an advertisement or flight is created, edited, or deleted
when an advertisement is assigned to a flight (members who can see both advertisement and flight will be notified)
By default, the campaign creator will be the initial owner
Owners have access to all campaign functionality
Only owners can add/delete people from other roles
Only owners and reviewers/QA can transition out of review/QA step
Sales
Account Manager
Project Manager
Designer
Concept Reviewer
When the campaign workflow reaches this review step, members assigned to this reviewer role must review and approve before the workflow can transition to the next step. Only reviewers and campaign owners can transition from a review step.
Resolving Reviewer/QA Deadlocks If multiple approvers exist on a step, they must all agree on the transition (e.g. approve or reject) before the step transitions. If there is a deadlock (e.g. one person approves and one rejects) then an owner must approve/reject the transition. Notably, owners can also override any transition at any time.
Watcher
A watcher can be anyone in your team who may not fit into any of the pre-defined roles, but who should know about the campaign's progress.
Advertisement Members
Advertisement Members are any team member involved in the development of advertisements. Based on their roles, members will have special permissions and rights during the advertisement-creation workflow.
Roles assigned here are inherited by all advertisements created on this campaign. However, additional members may be granted advertisement roles on a given ad. Rights granted on a given ad will be applicable for only that ad.
Owner
By default, is assigned to the creator of the ad
Only owners can add/delete people from other roles
Only owners and reviewers/QA can transition out of review/QA step
Builder
Creative Reviewer
When the campaign workflow reaches this review step, members granted this reviewer role must review and approve before the workflow can transition to the next step. Only reviewers and campaign owners can transition from a review step. NOTE: see Resolving Reviewer and QA Deadlocks.
Creative QA
When the campaign workflow reaches this review step, members granted this QA role must test and approve before the workflow can transition to the next step. Only creative QAs and campaign owners can transition from a QA step. NOTE: see Resolving Reviewer and QA Deadlocks.
Who Can See Advertisements? Who can see the Advertisement (on the Advertisements Panel or in the Advertisement Overview):
Anyone on a publisher team whose app is targeted for the ad in a flight
Owner of the campaign and their team
Owner of the ad and their team
Anyone in a role on the ad
Advertiser
Once an ad is added to a flight, the ad viewers noted above can see the flight but the ad list on the flight is filtered to only display the ads to which they have viewer rights.
Flight Members
Flight Members are any team member involved in the flighting of advertisements. Based on their roles, members will have special permissions and rights during the flighting workflow.
Roles assigned here are inherited by all flights created on this campaign. However, additional members may be granted flight roles on a given add. Rights granted on a given flight will be applicable for only that flight.
Owner
By default, is assigned to the creator of the flight
Only owners can add/delete people from other roles
Only owners and reviewers/QA can transition out of review/QA step
Publisher QA
When the campaign workflow reaches this QA step, members granted this role must test and approve before the workflow can transition to the next step. Only reviewers and campaign owners can transition from a review step.
Adops
Adops is responsible for flighting an ad (making it live in one or more publisher apps/sites)
Who Can See Flights? Who can see the Flight (on the Flights Panel or in the Flight Overview):
Anyone on a publisher team who's app is targeted by the flight
Anyone who can see any ad listed in the flight
Owner of the campaign and their team
Owner of the flight and their team
Anyone in a role on the flight
Advertiser
Once an ad is added to a flight, the ad viewers noted above can see the flight but the ad list on the flight is filtered to only display the ads to which they have viewer rights.
Figure: Roles and Members
Managing Members
Adding to Member Roles
Only owners - of a campaign or a campaign object (advertisement, flight) - may edit member roles.
To Assign Member Roles:
Navigate to desired Campaign Overview
Click Campaign Manager in Primary Menu > Click Dashboard in Secondary Menu > Select desired Campaign
In the Member Sidebar, click on the Add link next to a Member Role
Start typing a team member's name
From the generated dropdown list, select desired team member. The list is limited to the teams of: the owner, advertiser, agencies, and publishers associated with the campaign (as listed on the campaign or flights)
Deleting from Member Roles
Only owners - of a campaign or a campaign object (advertisement, flight) - may edit member roles.
To Un-Assign Member Roles:
Navigate to desired Campaign Overview
Click Campaign Manager in Primary Menu > Click Dashboard in Secondary Menu > Select desired Campaign
In the Member Sidebar, hover over the name you wish to delete
Click on the delete icon that appears
Figure: Deleting Members
E-mail
