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Rules to change a campaign manager
Rules to change a campaign manager

An overview of how to transfer campaign management and its corresponding guidelines

Updated over 2 weeks ago

This article is for Team Leads and Admins.

If necessary, campaign managers can transfer campaign management to other admins. There are, however, some guidelines to keep in mind when it comes to modifying campaign management:

  1. A campaign created by a Team Leader can be transferred to any Admin
    (only if the Admin isn't a participant in the campaign).

  2. A campaign created by an Admin can be transferred to another Admin
    (only if the Admin isn't a participant in the campaign).

  3. A campaign transferred from a Team Leader to an Admin cannot be transferred back to the Team Leader.

  4. Campaign ownership cannot be transferred from a Team Leader to another Team Leader.

Note: If there's a change of Team Leader, the new manager inherits the previous leader's campaigns.

How to transfer campaign management

  1. From the Manage section, select Campaigns.

  2. Once you have chosen the campaign you would like to transfer, select the below icon to 'Change manager':

3. Or underneath campaign details, click 'Change' under the Manager section on the right-hand side.

4. Choose the new campaign manager from the list of available Admins, and click Done.

Note: Admins will not be displayed if they are currently participating in the campaign or if their account is pending activation. You'll need to remove them from the campaign participant list before being able to assign them as the new campaign manager.

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