Adding and deleting account users

If you are a user in the Admin group, you can add new users to your account and manage their permissions. A user can log into your ActiveCampaign account and manage various features. You might create a user for people in your company who will help with your marketing and sales processes.

If you are the Primary Account Admin, you can delete account users. Doing so will prevent those individuals from logging into your account and managing various features. You may want to do this if the individual no longer works at your company or has changed roles within your organization.

Adding users to your ActiveCampaign account

In addition to the Primary Account Admin, the number of users you can add to your account depends on what plan you have:

  • Lite and Trial: 1 Primary Admin + 1 User
  • Plus: 1 Primary Admin + up to 25 users
  • Professional: 1 Primary Admin + up to 50 users
  • Enterprise: 1 Primary Admin + Unlimited users

  Notification emails are not sent to new users. It is the responsibility of the Primary Admin to supply login credentials to them. 

To add a new user to your account:

  1. Click "Settings" located on the bottom left corner of your account.
  2. Click "Users" in the left menu.
  3. Click the "Add User" button.
  4. Complete the fields in the modal pop-up and select a User Group.
  5. Click "Add."

Deleting users from your ActiveCampaign account

Before deleting a user from your account, please note the following:

  • Only the Primary Account Admin can delete account users
  • Once you delete a user, the action cannot be undone
  • If the deleted user owns any lists, those lists will be reassigned to the Primary Account Admin
  • This action will remove images imported into the Image Manager by the deleted user from your account
  • This action will remove templates created by the deleted user from your account
  • Any deleted user's deals will need to be assigned to a different user by the Primary Account Admin

Deleting a user will not delete any other data in the account. 

To delete a user from your account:

  1. Click "Settings" located on the bottom left corner of your account.
  2. Click "Users" in the left menu.
  3. Click the box next to the user you wish to delete from your account.
  4. Click the "Delete" button.
  5. Click the "Delete Users" button that appears in the confirmation pop-up window.

If the user you're deleting owns any deals in your account, a pop-up will appear where you need to reassign their deals to another user.

delete_users_modal_1.png

To reassign deals to another user, click the dropdown that appears in the "Delete Users" modal and choose the user who will receive these deals.

delete_users_modal_2.png

Click the "Delete Users" button.

delete_users_modal_3.png

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