How do I prevent accidental messages and campaigns?

Use roles and channel access settings to reduce the risk of users sending accidental messages or campaigns.

Before you start

• Confirm you have permission to manage users, roles, or channel access.

• Decide which users should be allowed to send messages or create campaigns.

• Review existing permissions before making changes.

Steps

1. Open your workspace settings.

2. Go to the roles, permissions, or channel access area.

3. Review which users or roles can send messages.

4. Review which users or roles can create, update, or delete campaigns.

5. Restrict access for users who should not send from specific channels.

6. Save the permission or access changes.

7. Test with a limited user or role to confirm access behaves as expected.

Tips

• Give campaign permissions only to teammates who need them.

• Use role-based access instead of one-off user exceptions where possible.

• Review permissions after team changes.

• Pair permissions with internal review processes for high-volume sending.

Troubleshooting

• If a user can still send unexpectedly, check both their role and channel-specific access.

• If a user cannot send when they should, confirm they have access to the relevant channel and campaign permission.

• If permission changes do not appear to apply, have the user refresh or sign out and back in.