Add and manage ActiveCampaign users

If you are an admin, you can add and manage users in your ActiveCampaign account. Once a user has gained access, they can log in to the shared account and manage various features. 

This article shows you how to create and delete a user and purchase additional user seats.

Take note

• The number of users you can have depends on your plan
• All admins can add new users and manage user permissions for qualifying account plans
• All admins can delete users
• Learn how to grant account permissions

Create a user

1. Click Settings (gear icon), then click Users and Groups on the left menu.
2. Click the “Add a new user” button.
3. A modal window will appear. Complete the fields provided.
   • Group - The "Group" (or permission group) is a selection of users who share the same account permissions. For example, you can have different groups for Marketing, Sales, and Support, each with its own level of access. Select the group you want to add the user to. Learn more about permission groups
   • Purchase Permissions - This setting allows the user to make account billing changes and purchases. Learn more about purchase permissions 
   • Multi-Factor Authentication - This forces the user to enter a verification code on a second device. Learn more about multi-factor authentication 
4. Click "Add user."

The new user is created, the seat is assigned, and they have the same account-level access as the rest of the selected group.

Delete a user

Deleting users prevents those individuals from accessing your ActiveCampaign account. You may want to delete a user if the individual no longer works at your company or changed roles within your organization.

This delete action cannot be undone.

1. Click Settings (gear icon), then click Users and Groups on the left menu.
2. Locate the user you want to delete. Then either:
   • Click the checkbox next to their name, then click "Delete" or
   • Click the down caret next to the "Edit" button, then click "Delete"
3. If integrations are set up with a user’s API credentials, deleting the user will cause integrations to break. You must update the affected integrations with another user's API credentials, since there is no account-default API.
4. If the user owns any lists, you need to reassign them to another user.
5. If the user owns any Accounts, you need to reassign them to another user.
6. If the user owns any Deals or Tasks, you need to reassign them to another user.
7. A modal will appear. Click the "Delete User" button. 

The user will be removed from your account. You can 

Purchase and remove additional users 

You can upgrade or downgrade the number of users from both the Billing & Upgrade and Users & Groups pages in your ActiveCampaign account. 

Billing and Upgrade page

You do not need to assign all included seats to purchase additional seats from this page.

To purchase or remove an additional seat:

1. Click your profile > Billing & Upgrade.
2. Click the "Edit" link next to "X User Seat." This is under your plan name in the top-right corner of your screen.
3. A modal window will appear. Use the plus (+) and minus (-) buttons to choose the number of seats you want to purchase or remove.
4. Click the “Continue” button.
5. Review the information on the next screen. To complete the purchase, click the “Confirm purchase” button.

You can also purchase additional seats on the “Usage” page. Click the “Usage” tab on the Billing page to get there. You will see your current plan, number of contacts, and number of users. To purchase more user seats, click the “Purchase” link in the “Users” box and follow the steps to complete your purchase.

Users and Groups page

All seats must be assigned on the Users and Groups page before purchasing additional seats. 

To purchase an additional seat:

1. Click Settings (gear icon) > Users and Groups.
2. Click the “Add a new user” button.
3. A modal window will appear. Use the minus (-) and plus (+) buttons to choose the number of seats you want to purchase or remove.
4. Click the “Continue” button.
5. Review the information on the next screen. To complete the purchase, click the “Confirm purchase” button.