---
title: "Users and roles"
date: "2024-02-14T06:18:38+00:00"
summary: "Manage users and roles in Campaign Factory. Create custom roles, assign permissions, and control access to accounts."
image:
type: "page"
url: "/campaign-studio/add-ons/campaign-factory/users-and-roles"
id: "6e9b0712-e015-4cb4-bd7e-2b1a7a1eb9c6"
---

Campaign Factory allows you to create users and assign roles to those users. By default, there are two roles. However, you can create custom roles as well and assign them to users.

Important

The Campaign Factory API capabilities allow you to:

*   Create and manage users
*   View roles but does not allow you to create or manage them
    
    For more information, visit [Campaign Factory API Credentials](https://docs.acquia.com/node/59621).
    

Creating a user
---------------

To create a user:

1.  [Log in to Campaign Factory](/campaign-studio/add-ons/campaign-factory/login-and-reset-password).
2.  Go to **Settings** > **Users**.
    
    ![Creating users](https://acquia.widen.net/content/qpvajorczz/jpeg/campaign-factory_creating-users.jpeg?position=c&color=ffffffff&quality=80&u=kymscu)
    

Note

In the user list, you can only see the users who have at least one common account with you.

1.  Go to **Settings** > **Users**.
2.  Click **Create** to create a new user.
    
    ![Creating users](https://acquia.widen.net/content/oowaxbngrz/png/campaign-factory_creating-users-1.png?w=500&h=424&position=c&color=ffffffff&quality=80&u=kymscu)
    
3.  Specify the user name and email address.
    
    The system sends the new user an email with a link to set their password.
    
4.  In **Accounts**, select the accounts that must be accessible to the user.
    
    Note
    
    To assign the user to all accounts, select **All**.
    
5.  In **Roles**, select the role with the defined permission set that you want to assign to the user. For more information on roles, see [Creating a role](#creating-a-role).
6.  Click **Save**.

Creating a role
---------------

By default, Campaign Factory has two roles, which can’t be updated.

*   **Super Users**: Have full permissions within Campaign Factory.
*   **Administrators**: Have permission to add, edit, and delete users as well as view, edit, create, and delete accounts.

Apart from the two above roles, you can also create custom roles and associate users to such roles.

To create a role:

1.  [Log in to Campaign Factory](/campaign-studio/add-ons/campaign-factory/login-and-reset-password).
    
    ![Creating roles](https://acquia.widen.net/content/wufue5eygp/jpeg/campaign-factory_creating-roles.jpeg?position=c&color=ffffffff&quality=80&u=kymscu)
    
2.  Go to **Settings** > **User Roles**.
3.  Click **Create** to create a new user.
    
    ![Creating roles](https://acquia.widen.net/content/p1bbjgepzj/jpeg/campaign-factory_creating-roles-1.jpeg?position=c&color=ffffffff&quality=80&u=kymscu)
    
4.  Specify a name for your role.
5.  Select the permissions that you want to associate with the role.
    
    Note
    
    *   To grant all permissions to the role, select the **Select All** checkbox.
    *   To grant all permissions within a specific bucket to the role, click the checkbox corresponding to that bucket. For example, `Accounts, Brand Instance,` etc.
    
6.  Click **Save**.