Build and Manage
Account setup for administrators and implementation managers
By Micaela and 2 others3 authors25 articles
Plan SettingsLearn how to configure default plan behavior for your organization, including naming, media entries, tags, targets, and briefs.
Organization SettingsDiscover the various account settings you have access to as an admin: user management, sheet view settings, integrations, and more.
Configure Planning Media TypesLearn how to set up and manage your planning Media Types in Camphouse
Create and Manage Media FieldsMedia Fields are the columns in your Sheet View, defining what data is captured. They can be customized to fit the way you plan.
TagsLearn how to use tags for improved data integrity and reporting
Media VehiclesLearn how to add, merge and delete media vehicles.
CalculationsLearn how to set up conditional calculations and calculate on condition, and understand the differences between the two options.
Template FieldsUse Template Fields to keep naming consistent, save time, and avoid errors.
Configuring Approval StepsSet up approval workflows across Planning, Targets, Production, and Results. Control who approves entries, when, and what happens when conditions are met.
Plan FieldsPlan-level fields can be used to specify a custom attribute per plan, which can then be used in Plan Naming Conventions
Configure Sheet View SettingsCreate and save Sheet View presets: customize fields per media type for your own workflow, or – as an admin – for your whole organization.
Plan Naming ConventionsBy creating custom naming conventions, every one of your plans will auto-generate its own unique plan name
Currency Setup and ManagementSet up and manage currencies in Camphouse. Your Customer Success Manager will configure the foundation so you can manage updates later.
Taxonomy Generation in Media PlansCreate and format taxonomies to keep your media plans structured, clear, and consistent across campaigns.
Set up Production Plan (Limited Release)Set up your production plan so you can break media entries into detailed production rows and keep your planning sheet clean.
Create a SubsidiaryLearn how to create a new subsidiary within your Camphouse organisation as an admin.
Building Advanced Approval RulesA step-by-step guide to building rules in Advanced mode, including the Field and Function selectors, THEN actions, and example configurations.
Setting Up Custom Support ChannelsDirect your users to the right support resources by adding your own channels to the "Need Help?" menu.
User Management
Learn how to manage your users in Camphouse
User SettingsAdjust your personal settings to your preferences
User Permissions MatrixWhat can each user type do in Camphouse?
Managing Team PermissionsDiscover how to create teams, set permissions, and manage access using Restricted fields and Protected tags.
Restricting Fields & Tags Per UserRestrict the visibility of certain tags and/or fields to certain users.
Understanding Restricted FieldsLearn how Restricted Fields work, when they cascade, and how they keep sensitive data hidden across your organisation.
User roles in CamphouseA guide to the four user roles in Camphouse: Administrator, Editor, Contributor, and Viewer, and how to choose the right one for each person in your organisation.
Security SettingsManage login and authentication policies across your entire organization from one place.