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
You'll find user privileges in your account's settings. To edit user privilege settings:
- Go to Settings > Users > Privileges
- Click the checkbox to Enable or Disable each privilege for your listed account users
- Click OK after you enable or disable each privilege
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. |
