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How to Share Campaigns with Your Team in Alta

You can share campaigns with specific users or teams in your organization and control their access level. Here’s how:

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated over 3 weeks ago

Step 1: Open the Sharing Settings

  1. Go to the campaign you want to share.

  2. Click on the three dots (top right).

  3. Select Share.


Step 2: Assign Permissions to Users or Teams

  • In the Users & Teams section, you’ll see who already has access.

  • You can grant access in two ways:

    • Select Users → choose individual users.

    • Select Teams → assign access to an entire team (see How to Create Teams for setup).

For each user or team, choose their role:

  • Admin → full control.

  • Editor → can edit the campaign.

  • Viewer → can only view the campaign.

Click Share to confirm.


Step 3: Manage General Access

  1. Go to the General Access section.

  2. Change it to Restricted.

    • This ensures that only users and teams you’ve explicitly added can see the campaign.


✅ Done! Now your campaign is securely shared with the right people, with the correct permissions.

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