--- title: "Campaign" slug: "settings-campaign" updated: 2026-11-06T15:42:58Z published: 2026-11-06T15:42:58Z canonical: "docs.senhasegura.io/settings-campaign" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.senhasegura.io/llms.txt > Use this file to discover all available pages before exploring further. # Campaign This document provides information about the **Campaign** screens. Use them to create a user review and certification campaign and to follow the status of each campaign. For the step-by-step procedure, see [Create a user review campaign](/v4-2/docs/how-to-create-a-user-review-campaign). By default, only users with the **PAM Administrator** or **System Administrator** role can create and manage campaigns. The **Access review and certification** role reviews users but cannot open this screen. ## Path to access 1. On Segura™, in the navigation bar, hover over the **Products menu** and select **Settings**. 2. In the side menu, select **Access control > Users review and certification > Campaign > Add.** ## Campaign report The campaign report lists every campaign. | Column | Description | | --- | --- | | **Code** | Campaign identification code. | | **Name** | Campaign name. | | **Scope** | Campaign scope: `All active users`, `Specific users`, or `Specific user groups`. | | **Users** | Number of users in the campaign scope. For a scheduled campaign with the `All active users` scope, the expected number of active users. | | **Start date** | Date and time when the campaign starts. | | **End date** | Date and time when the campaign ends. | | **Status** | Current campaign status. See [Campaign status](/docs/settings-campaign#campaign-status). | | **Recurring** | Whether the campaign repeats. | | **Escalation** | Whether escalation is enabled. | | **Type** | Campaign type. For user review campaigns, `Users`. | | **Actions** | Displays the actions available for the campaign: **View details**, **Edit** for a `Scheduled` campaign only, and **Resume campaign** for a `Paused` campaign only. | You can filter the report by **Code**, **Name**, and **Start date**. When you save a new campaign, it may show `Processing` until you reload the page. ### Campaign status A campaign can be `Scheduled`, `Enabled`, `Processing`, `Closed`, `Finished`, or `Paused`. While a campaign is `Enabled`, `Scheduled`, or `Processing`, Segura™ keeps at least one global approver for the **User Management** module. For details, see [Manage approvers](/v4-2/docs/manage-approvers). A campaign that the system closes, for example because a new campaign replaced it, shows `Closed`. When a campaign is `Closed` because its user groups had no active users, a red icon next to the status shows the reason when you point to it. #### Paused campaigns If the last active global approver for the **User Management** module is deactivated or deleted, Segura™ pauses every campaign that is `Enabled`, `Scheduled`, or `Processing`. A job checks for this condition every hour. Closed and finished campaigns are never paused. When a campaign is paused: - The campaign details show the reason and the date of the pause. - Every user with the **PAM Administrator** or **System Administrator** role receives one notification in the notification center and by e-mail. - Escalation stops counting. The end date moves forward by the time the campaign stays paused. To resume a paused campaign, add an active global approver for the **User Management** module, then select **Resume campaign** in the **Actions** column. The campaign returns to the status it had before the pause. Segura™ refuses to resume the campaign while no active global approver exists for the **User Management** module, with a message that starts with *The campaign cannot be resumed.* When the campaign resumes, Segura™ shows *Campaign resumed.* Segura™ does not resume a paused campaign automatically. Pausing and resuming are recorded in the audit trail. ## Register screen | Item | Type | Required | Description | | --- | --- | --- | --- | | **Type** (campaign) | Dropdown menu | Yes | The first **Type** field on the form: the type of campaign. Select `Users` to review users. Default: `Users`. | | **Name*** | Text field | Yes | Campaign registration name. | | **Description** | Text field | No | Descriptive text about the campaign. | | **Start date*** | Date picker | Yes | Campaign validity start date. | | **Duration*** | Quantity picker | Yes | Campaign duration time. | | **Type** (duration) | Dropdown menu | Yes | The **Type** field next to **Duration**: the unit of the duration, `Days`, `Months`, or `Years`. | Segura™ refuses a new user review campaign while another one is `Scheduled` or `Enabled`. ### Scope section The **Scope** section defines which users the campaign reviews. | Item | Type | Required | Description | | --- | --- | --- | --- | | **Campaign scope** | Radio button | Yes | Defines the users in the campaign. **Default:** `All active users`. The options are `All active users` (all users active on the start date), `Specific users` (only the users you select in the users grid), and `Specific user groups` (the active members of the user groups you select in the groups grid). | If you change the **Campaign scope** option, the users or groups you already selected for another option are kept. Only the selection for the option that is selected when you save is used. #### Users grid The users grid appears when **Campaign scope** is `Specific users`. | Item | Type | Description | | --- | --- | --- | | **Add** | Button | Opens a modal that lists the active users. Search by name, username, e-mail, or department, select the users, and click **Add**. The selection is kept across pages and searches. | | **Remove** | Button | Removes the selected users from the scope. Enabled when at least one row is selected. | | **Users** | Table | Users in the campaign scope, with the columns **ID**, **Name**, **Username**, **E-mail**, and **Department**. | Saving with no users selected shows the message "Select at least one user." When you create a campaign and at least one selected user has no reviewer, the save confirmation shows how many, for example *3 of the selected users have no reviewer and will be reviewed by the global approvers.* The warning does not prevent saving. To check reviewers before you select users, use the [Users by reviewer](/v4-2/docs/reports-users-by-reviewer) report. #### User groups grid The user groups grid appears when **Campaign scope** is `Specific user groups`. | Item | Type | Description | | --- | --- | --- | | **+Add** | Button | Opens the list of active user groups, with the number of active members of each group. | | **Remove** | Button | Removes the selected groups from the scope. | | **User groups** | Table | User groups in the campaign scope. A warning marks groups with no members. | Saving requires at least one group with at least one active member. The campaign scope is independent of group reviewers. A group in the scope does not need a group reviewer. #### When the scope is fixed You can change the scope while the campaign is scheduled. When the campaign starts, the scope becomes read-only, and Segura™ fixes the list of users: - Users created after the start, or inactive on the start date, are not in the campaign. - Users who join a selected user group after the start are not in the campaign. - A recurring campaign with the `Specific users` scope repeats the same list of users. - If the selected user groups have no active members on the start date, Segura™ sets the campaign to `Closed`. The campaign details show the reason: *The selected user groups have no active users. The campaign cannot start without users.* Only the reviewers of the users in the scope receive the campaign e-mails. Global approvers receive them when the scope includes users with no reviewer. ### Global approvers section The **Global approvers** section appears when you create a campaign or edit a `Scheduled` one. There, you can add and remove global approvers. It lists the global approvers for the **User Management** module. These approvers review the users who have no reviewer. When the **Enable approval workflow for users review and certification** parameter is on, they also approve each completed review. For the parameter, see [Approval workflow](/v4-2/docs/pam-session-system-parameters-approval-workflow). The section changes the shared list of global approvers for the **User Management** module, the same list as the [Manage approvers](/v4-2/docs/manage-approvers) screen. It is not a list for this campaign only, so a change here applies to every user review campaign. Global approvers for other modules do not appear. In the campaign details, the section is read-only. It appears in every status except `Closed`. | Item | Type | Description | | --- | --- | --- | | **Add** | Button | Adds a user as a global approver for the **User Management** module. When you select one or more rows, the button changes to **Remove**, which removes the selected approvers. | | **Global approvers** | Table | Global approvers for the **User Management** module, with the columns **Module**, **Name**, **Added by**, and **Added on**. | - A global approver added while a campaign is running joins that campaign. - Segura™ refuses to remove the last global approver for the **User Management** module while a campaign is `Enabled`, `Scheduled`, or `Processing`. - Without a global approver for the **User Management** module, Segura™ refuses to create the campaign, with the message *A global approver must be defined. Configure one to continue.* ### Advanced options section | Item | Type | Required | Description | | --- | --- | --- | --- | | **Enable escalation*** | Toggle button, quantity picker, and dropdown menu | Yes | Enables the escalation of campaign approval, so that it can be escalated to other users if the reviewer does not complete the review on time. The escalation deadline cannot be longer than the campaign duration. | | **With recurrence*** | Toggle button, quantity picker, and dropdown menu | Yes | Repeats the campaign at the interval you set. The recurrence interval cannot be shorter than the campaign duration. | For how escalation passes a pending review along the reviewer chain, see [Reviewers and global approvers](/v4-2/docs/about-access-review-reviewers). ## Campaign details Select **View details** in the **Actions** column to open the campaign details. The details show the campaign settings and: - The scope, the number of users, and the selected users or user groups. - For a paused campaign, the reason and the date of the pause. Use **Export CSV** to export the details. ## Related topics - [About review and certification](/v4-2/docs/settings-about-review-and-certification-of-access-and-user-policies). - [Reviewers and global approvers](/v4-2/docs/about-access-review-reviewers). - [Create a user review campaign](/v4-2/docs/how-to-create-a-user-review-campaign). - [Manage approvers](/v4-2/docs/manage-approvers). - [Approval workflow](/v4-2/docs/pam-session-system-parameters-approval-workflow). - [Users by reviewer](/v4-2/docs/reports-users-by-reviewer). - [Access review campaign problems](/v4-2/docs/troubleshooting-access-review-campaigns).