An account Admin user can easily share existing Campaigns with teammates to keep everyone aligned on key topics and territories.
Why It Matters
Assigning a Campaign to another user ensures your team has visibility into the same searches, keywords, and Signals. It’s an easy way to onboard new users or share ownership of active monitoring efforts without recreating campaigns from scratch.
1. Open the Campaigns Page
From the left-hand toolbar, click Campaigns, then select All Campaigns at the top of the page.
- NOTE: You must be an Admin user
2. Select the Campaign(s) You Want to Assign
You can select one or multiple campaigns at once.
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Check the box next to the Campaign name(s)
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Click the Assign button above the list
3. Choose the Team Member
A list of users in your organization will appear.
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Select the teammate(s) you want to assign the Campaign to
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Choose Subscribed to ensure they receive Signals emails tied to that Campaign
4. Confirm the Assignment
Click Assign to complete the process.
Your selected teammate(s) will now have access to the Campaign, including all associated search criteria and alerts.
Pro Tip
Use this feature to keep regional or account-based teams aligned. For example, assign state-specific Campaigns to local reps or policy analysts, ensuring they receive relevant updates without needing to build their own searches.
Need help managing Campaign access across your team? Reach out to support@cloverleaf.ai for assistance.