Link users to departments
Link users to marketing departments and control who can create and send campaigns by department.
Here you link users to the registered marketing departments here, ensuring access control and operational organization.
Access: Marketing / Settings / Link users to departments, as shown in the Figure 1:
Figure 1: Path to Link Department.
Link User to Departments
Select the desired user, enable the necessary departments and save the link.
Figure 2: Linking department
How it works:
Click the field Users and select the desired user
Enable one or more departments using the toggle button
Click Link to save the changes
Attention: changes are only saved after clicking Link.
What It Means to Link a Department
A user linked to a department can:
Create campaigns using that department
Use the department's sending quota
Access templates associated with the department
View reports of that department's campaigns
Case 1: User with Multiple Accesses
Profile: Marketing Coordinator
Linking: Departments Marketing, Sales and Relationship
Use: Manages campaigns of different natures, choosing the appropriate department for each type of communication.
Case 3: Shared Management
Situation: Three analysts linked to the same department Digital Marketing
Dynamics: All share the quota of 10,000 monthly sends, being able to create campaigns independently until the limit is reached.
Relation to Other Pages
Relation: Departments are created here which will later be linked to users on this page.
