There are three types of users in Act-On and each type of user has a different function within the Act-On platform. Below are some bullet points of each user’s access and privileges.
To add, delete, or manage users, see this page.
Marketing User
Marketing users can take the following actions
- List Management
- Create New Lists
- View all lists including opt-outs, soft/hard bounces, spam complaints and, suppressed domains list.
- Delete
- Download
- Create Segmentation
- Sync lists with your CRM/Upload List
- Content
- Create Templates/Messages
- Create Landing Pages
- Create From:Addresses
- Create Automated Programs
- Create Webinars
- Upload Custom Stationery
- Create Account Signatures
- Upload images, logos, documents
- Ability to delete any of the above.
- Access Reports
- All reports pertaining to messages, landing pages, forms
- Competitive Insights
- Website Prospector Reports
- Social Media Connectors
- Twitter Dashboard
Marketing Administrator
Admin users can:
- Add, Edit, and Delete Marketing Users
- Add and Delete Sales Users
- Add From:Addresses
- Define Password Policies
- Define User Privileges (create, delete, and download) for Lists, Content, and Programs.
- Designate other Administrators and message launch approvals
- Manage template folder access (for Salesforce users)
- Create Account Signatures on behalf of other users
- View ALL Sent Messages
- Add Organization address/information
Sales User
Sales users have more limited privileges than other user types. Permissions can vary by CRM and by feature. Generally, sales users can:
- View Website Prospector
- Send 1-to-1 emails to assigned Leads/Contacts created from
- Templates
- Previously sent messages by any Act-On Admin user
- Blank Message
- View My Sent Messages and My Scheduled Messages
- Update Personal details (name, phone number, etc.)
- Change Password
- Set up Alerts
- Create their own email signatures