How to manage users in a campaign

Avatar
Caroline S.
Who Can Use This Feature?
FreeStarter
Teams Enterprise
You need to be the campaign owner to add and manage users.

As the owner of a campaign, you can share it with other users by adding them from your account. 

Any users added to a campaign can create videos using their avatar and participate in the campaign workflows you've set up.

Adding users to your campaign

You can invite anyone in your account to a campaign you own, and they'll receive an invitation both on the Vidyard platform and by email. Once they select an avatar, they can create videos or have videos created for them using that campaign's workflows.

  1. Select Campaigns from the main menu
  2. Choose a campaign from the list, then select Add Users 
    • If the campaign was created before the Add Users feature was released (Jan 2026), you'll need to select Update to add users to your campaign. Users who created videos with this campaign will automatically be added to it after updating.Campaign page with button to add new users highlighted
  3. Enter the names or email addresses of any users you'd like to add to the campaign, then Add to confirm Modal to add users open with name entered in search and list of results

Removing users from a campaign

If you remove a user from a campaign, they will no longer be able to create videos in that campaign, and any workflows they are a part of will no longer generate videos for them. You can add any removed users back to the campaign later if needed.

  1. Select Add Users in a campaign, then Manage Add users modal open with button to manage users selected
  2. Select the menu (Added) next to a user, then Remove Menu open next to campaign user with option to remove selected
  3. Select Remove again to confirm

    Removal confirmation screen with list of impacts once user is removed

Changing the owner of a campaign

As the campaign owner, you can transfer ownership to other users if necessary. The campaign owner is the only person who can edit the campaign or add and manage users. There can only be one owner at a time.

Please note that when you make someone else the campaign owner, you will no longer be able to edit the campaign or manage ownership; the new owner will need to make any necessary changes. You will remain a part of that campaign's workflows, and can still create videos with the campaign.

  1. Select Add Users in a campaign, then Manage Add users modal open with button to manage users selected
  2. Select the menu (Added) button next to a user, then Make Campaign Owner Menu open next to campaign user with option to make user campaign owner selected
  3. Select Transfer to confirm 

    Transfer confirmation screen with list of impacts once ownership is transferred

Joining a campaign

If a campaign owner adds you to a campaign, you'll receive a notification through email, and within your Vidyard account. 

When you open a campaign you've been added to, you'll be able to select the avatar you'd like to use to create videos both within Vidyard, and any connected workflows. If you haven't selected an avatar, the one you last created will be used by default.

JoinAvatarSelect.png

Leaving a campaign

If you no longer want to use or be part of a campaign, you can leave at any time. Leaving a campaign means you'll no longer be able to generate videos with that campaign, and will no longer be a part of any connected workflows.

  1. Select Campaigns from the main menu, then choose the campaign you want to leave
  2. Select the menu (3 dots) button, then Leave Campaign Campaign menu open with option to leave campaign selected from list
  3. Select Leave Campaign again to confirm 

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