Here's how to set up user privileges:
- Navigate to Settings > Users
- Privileges tab
- Click the checkbox to Enable or Disable the appropriate privileges below for each user
- Click OK as you enable/disable each privilege
Act-On Administrators can provide administrator privileges to other Marketing Users.
Lists - Create, Delete, Download
Act-On Administrators can enable/disable other Marketing Users from creating a new list, deleting current lists, and/or downloading lists into Excel/CSV.
Content - Create, Delete
Act-On Administrators can enable/disable other Marketing Users from creating or deleting Email Templates, Landing Pages, and Forms.
If a user does not have the privilege to create Email Templates, the user still has the ability to create a one-off email campaign via Outbound > New Message.
Programs - Create, Delete
Act-On Administrators can enable/disable other Marketing Users from creating or deleting Automated Programs and List Maintenance Programs.
Emails Sent By Others - View, Manage
Act-On Administrators can allow/prevent other Marketing Users from viewing and managing emails sent by other Users.
By disabling the Manage feature and allowing the View feature for a user, the users are able to view sent message reports sent by other users as well as create new messages from previously sent emails.
Allow/Not Allowed to Launch Emails
Act-On Administrators can specify if each user is able to launch their own email campaigns or if the email campaigns require the approval of an Act-On Administrator.