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 here.

Add a Marketing User

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

Delete a Marketing User

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

Add Administrator Privileges

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

Add Sales Portal Users

Add one Sales User

For accounts with MS Dynamics, Netsuite, SugarCRM, Infor, or without a connected CRM, you can add new Sales Users with the following process.

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

Add Salesforce Sales Users

Accounts connected with Salesforce can add Salesforce users with an automated import. See this article for instructions: How to Import Salesforce Users.

Bulk Import Sales Users

MS Dynamics

If you have 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

You may need to contact Support to enable this feature.

All Others

For accounts not connected to Salesforce or Microsoft Dynamics, if you need to add a large number of users at one time, we recommend using the Create new account user API endpoint.

FAQs

How do I change a user's email address?

The email address for an Act-On user cannot be changed. Instead, you must first delete the user and then add a new one with the new email address.

My user did not receive a confirmation email. What can I do?

1. Confirm the user's email address in Act-On is correct.
2. Have them check their spam folder for the confirmation message.
3. You can re-send the confirmation message by going to Settings > Users > find the user and hover over their name. Click on  on the right to re-send confirmation
4. If the problem persists, contact Act-On support and we can validate the email and provide a temporary password for the user.