How to share a campaign with your team?

In Collect, you can control who has access to each campaign — either by sharing it with your entire team or by inviting specific team members.

There are two ways to share a campaign:

• Share with your entire team
• Share with specific members only

Let’s walk through both options.

Share a campaign with your team

This option makes the campaign accessible to all team members in your organization.

To do this:

1. Open the campaign you want to share
2. Click the Privacy button (lock icon) in the top-right corner of the campaign dashboard
3. From the dropdown, select Team

Once selected, anyone in your team can access the campaign and collaborate on it.

Share a campaign with specific members

If you prefer to limit access to only a few people, you can keep the campaign private and choose who can view or edit it.

To do this:

1. Open the campaign
2. Click the Privacy button (lock icon) and choose Private
3. Next, click the user profile icons to the right of the Privacy button to open the Manage members panel
4. Type the names of the teammates you want to give access to

Once added, their profile icons will appear beside the privacy controls, indicating who currently has access to the campaign.

Sharing campaigns ensures the right people on your team can collaborate, track progress, and manage requests together — with the right level of control.

Updated on: 02/04/2025