Jeto Ideas

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New "Approver" role & campaign approval process

It would be very helpfully to have one more role, an “Approver” Role, basically an admin without the user manager access.     

  • David Desrosiers
  • Oct 16 2018
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  • Admin
    David Desrosiers commented
    November 01, 2019 14:37

    Campaign Approval has been released in October.
    Release notes are available here: http://help.jeto.io/en/articles/3314164-campaign-approval

    Overview:
    In continuity with previous releases that introduced Campaign Drafts and campaigns Commenting & Collaboration capabilities, the new Campaign Approval feature introduces the ability to activate Campaign Approval on any Launcher, assign 3 new roles dedicate to campaign approval (Viewer, Editor and Approver) and track the approval status of your campaigns.

    The functionalities included in release do not cover for 100% of the use cases exposed in this Idea and in client interviews. This initial Idea will be closed and a new one has been added for future considerations specific to the "Group Admin" Role which includes:

    - View the group(s) and manage members for groups that they're assigned as a Group Admin
    - For Group Admin to be able to create, edit, delete and share launchers with members of managed Groups
    - Restrict access to create, edit, delete campaign owned or created by members of their groups
    - No access to API (Administrator role only)
    ...
    Please cast your vote and provide comments here if these are still important features for your team! https://ideas.jeto.io/ideas/JETO-I-27

  • Admin
    David Desrosiers commented
    March 13, 2019 14:40

    This feature is getting traction and we're starting to prepare a spec.
    Based on initial scoping, this new role would also come with an approval workflow. 
    Campaign status was built to support this with a "In Approval" and "Approved" Status. 
    Please check this initial "Campaign Lifecycle Diagram" I prepared to support this.

    https://drive.google.com/open?id=1CW2MkW8J-XDeaOleL6hz5dG7qpxgsTqb
    This document is private for now - please request access if you'd like to review 

    In this scenario, only an "Approver" would have the right to approve assets and program. 
    Also specific people could be assigned to :
    - Approve specific elements (Email, Landing Page, Marketo Program, etc.)
    - Be assigned for approval in a specific sequence Ex: User 1 must approve before user 2, etc

     

  • Catherine Champoux commented
    March 11, 2019 20:14

    Additional feature to consider: allow approvers/admins to view campaigns submitted by other users. 

  • Guest commented
    November 14, 2018 21:38

    If possible, the role can only view the group and users that they're in.  They can approve programs create launchers, however, they should not have the ability to create/invite/delete collaborators or admins.