Permission Templates
Reusable per-campaign permission sets for team-member roles.
Last updated 05/24/26
What this surface does
Permission Templates are reusable bundles of granular permissions (view-invoices, send-sms, edit-website-content, etc.) assigned to team-member roles. A customer can pick a template or override per-member.
When to use it
- Standardising what a "Treasurer" / "Field Director" / "Comms Lead" role can do across campaigns.
- Defining a new role that mixes permissions in a way the default Owner/Admin/Editor/Viewer set does not cover.
- Auditing permission drift — which campaigns are using non-standard overrides.
Key gotchas
- Templates are scoped per-campaign. There is no global template — duplicate across campaigns or use the API.
- Deactivating a template does not change existing assignments. Reassign explicitly.
- Owner role permissions are non-overridable (security model — owner always has full access).
Related
- Customer Self-Service (team management).