Managing Users

• Setting Profile and Account Information

  Configure settings for your individual profile & your Act-On account, including company address & password. Admins can also update password and sign-out policies. Update Your User Profile Click your name in the upper right corner and select Profile. In the Overview tab, click Manage profile. Enter your First name, Last name, Job title, Phone number, Mobile number, Fax number, and Street addre...

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• Difference Between Marketing Users and Sales Users

  Each Act-On user type has different functions in Act-On. Their access & privileges are detailed below. 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 ...

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• Set User Privileges

  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. Edit User Privilege Settings Go to Settings > Users. On the Marketing Users tab, hover over a user and click Edit permissions. Expa...

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• Managing Email Launch Privileges for Users

  Set email launch permissions for Act-On users to either require approval or not allowed. By default, all Act-On users have permission to send outbound messages. Sometimes you may wish to limit a user's ability to send, for example, to help you to provide consistent branding with outbound messages, prevent spam, or monitor monthly active contacts. Follow this guide for information on setting ema...

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• Single Sign-On Overview

  Act-On supports Security Assertion Markup Language (SAML) as a method to log into the platform. With this feature enabled, you can use Single Sign-On (SSO) for authentication instead of logging in directly. Users sign in to an external Identity Provider (IDP) and access Act-On with a click of a button. If the user is on multiple Act-On accounts, they will see a screen that lists each with an op...

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• Adding or Deleting Users

  Act-On administrators can add, delete, or edit marketing, sales, & admin users at any time. Which user do you need: marketing, admin, or sales? Each type of user has different privileges and capabilities in your Act-On account: Administrators (admins) define account policies, user profiles & privileges, and designate email launch approvals Marketing users create, manage, and send content based...

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• Why Can't I Delete This User?

  You cannot delete a marketing user if they have Admin privileges. Remove the Admin permission to delete the user. Here's how: When signed in as an administrator, go to Settings > Users > Marketing users tab. Hover over the user you want & click Edit permissions: Toggle off Has administrator access. & click Save Changes. Now, you will be able to delete this user.

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