Set privileges for Administrators, Marketing Users, and Sales Users of your Act-On account. These privileges determine what kinds of marketing activities your account users can accomplish.
Heads up! Only Act-On Administrators can make changes to user privileges.
Instructions
To edit user privilege settings:
- Go to Settings > Users.
- On the Marketing Users tab, hover over a user and click Edit permissions.
- Expand permission areas to specify what permissions the user should have.
- Or, grant the user admin rights by enabling Has administrator access.
- You can also use the checkboxes in the user table to select multiple users and then copy permissions from another user to all of the selected users.
Types of User Privileges
Marketing Users
|
Privilege |
Options |
Description |
|
Marketing User |
|
Set whether each Marketing User can launch email campaigns. You can also require users to get launches approved by an account Administrator. |
|
Admin |
|
Provide Administrator privileges to Marketing Users. |
|
Contact Lists |
|
Allow Marketing Users to create new marketing lists, delete current lists, or download Excel/CSV copies of lists. |
|
Content |
|
Allow Marketing Users to create or delete Act-On Email Templates, Landing Pages, and Forms. |
|
Programs |
|
Allow Marketing Users to create or delete Automated Programs and List Maintenance Programs. |
|
Account-Wide Email |
|
Allow Marketing Users to view or manage emails sent by other account users. Tip! Enable view-only privileges to allow Marketing Users to see sent message reports for emails sent by other users. |
Sales Users
|
Privilege |
Options |
Description |
|
Approval Type |
|
Set whether each Sales User can launch email campaigns. You can also require users to get launches approved by an account Administrator. |