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...

  Read Article →

• Difference Between Marketing Users and Sales Users

  Every person who logs into Act-On is assigned a user type, and that type controls what they can see and do - from managing lists and building content to sending one-off emails to a handful of contacts. Knowing the differences up front makes it easier to give each person on your team the right level of access. Why this matters: Assigning the wrong user type either blocks someone from work they ...

  Read Article →

• 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...

  Read Article →

• 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...

  Read Article →

• Single Sign-On Overview

  Single Sign-On (SSO) lets your team log into Act-On the same way they log into everything else - through your identity provider, with one click, instead of a separate Act-On username and password. Act-On supports this through SAML (Security Assertion Markup Language). If a user belongs to multiple Act-On accounts, they'll see a screen listing each one with an option to sign in. Why this matters...

  Read Article →

• 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...

  Read Article →

• 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.

  Read Article →