In ActiveCampaign, most account permissions are set at the group level rather than the user level. This article shows admins how to create a permission group and add users to it.
Take note
- Learn how to create a user
- Learn how to grant purchase permissions to a user
Create a permission group and add users to it
- Click Settings (gear icon), then click Users and Groups on the left menu.
- Click on the “Groups” tab.
- Click “Add a new group.”
- A modal window will appear. Under the "Info" tab:
- Complete the "Title" and "Description" fields.
- Select the contact list(s) that the user can access. When selected, individuals in the group can see contacts within the selected lists
- Click the "Permissions" tab. Click each section, then click each item you want your user group to have access to.*
- Click the "Limits" tab. You can limit what users can do. To add a limit, select the applicable boxes and provide the requested information.
- When finished, click the “Save” button.
*Note that only the admin group can access the following account settings and features:
- Advanced
- Addresses
- Appearance
- Domains
- Integrations
- Manage Data
- Referrals
- SMS Manager
- Users and Groups
- Site Tracking
- Subscriptions by email
- Apps
- Refer Friends
- Billing and upgrade