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Adding or Deleting Users

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    Adding or Deleting Users

    In Act-On, you can add admin users, marketing users, and sales users as needed. You can also remove or change user licenses at any time.

    Do you need a marketing user, an admin user, or a sales user?

    • Administrators define account policies, user profiles & privileges, and designate email launch approvals
    • Marketing users create, manage, and send content based on privileges set by the Administrator
    • Sales users view website prospects and send 1-to-1 emails through Act-On 

    Learn more about user types

    1. Go to Settings > Users > Marketing Users
    2. Click Add Marketing User, enter their information, and click Add User to confirm
    3. Act-On will send the new user a validation email
    4. The new user must click the email link to receive a temporary password and log in for the first time

    Note: Your Act-On account is licensed for a specific number of marketing users. Each license can be used for either a marketing admin or user, so it's important to consider who needs access.

    1. Go to Settings > Users
    2. Go to the Privileges tab and make sure the Admin box is unchecked for that user
      Note: If you do not remove admin privileges first, the user cannot be deleted.
    3. Go to the Marketing Users tab
    4. Hover over the user you wish to delete and click the red x
    5. Click OK to confirm deleting the user

    To create an admin user, add a marketing user and then set their privileges as follows.

    1. Go to Settings > Users > Privileges
    2. Check boxes for access to be an admin, manage lists, manage content, and manage programs
    3. Choose from the list to allow marketing users to launch email campaigns or require approvals first

    Learn more about user privileges

    1. Go to Settings > Users > Sales Users
    2. Click Add 'Sales Portal' User, enter their information, and click Add User to confirm
    3. Act-On will send the new user a validation email
    4. The new user must click the email link to receive a temporary password and log in for the first time

    Remember to add all of your sales team as sales users so they can benefit from the insights Act-On can provide!

    If you have Salesforce or Microsoft Dynamics connected to Act-On, you can also bulk import your sales users.

    1. Once connected, go to Settings > Users > Sales Users
    2. Choose Import Sales Users
    3. Upload a CSV file with no headers containing the first name, last name, and email address of each sales user to be added

    As you market your product or service, you'll send emails on behalf of other individuals like your Executives. You can even add a group email aliases like marketing@yourdomain.com.

    Learn how to add From addresses

    Add users in bulk

    If you need to add a large number of users at one time, we recommend using the Create new account user API endpoint.

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