Learn how to grant Campaign access to users by creating and assigning a Permission Set.

To grant Campaign access, create a Permission Set and assign it to the user:

Step 1: Create a Permission Set

1. Click the Gear icon → Setup
2. In the Quick Find box, search for Permission Sets
3. Click New
4. Enter a name (for example, Allow Campaign Access)
5. Click Save

Step 2: Configure Campaign Permissions

1. Open the newly created Permission Set
2. Click Object Settings
3. Select Campaign
4. Click Edit
5. Enable the required permissions (for example):
   • Read
   • Create
   • Edit
   • Delete (as needed)
6. Click Save

Step 3: Assign the Permission Set to Users

1. In the Permission Set, click Manage Assignments
2. Click Add Assignments
3. Select the user(s)
4. Click Assign
5. Click Done

Step 4: Verify Access

• Ask the user to log out and log back in
• Confirm they can now access Campaigns