If you have a Marketing user group in your account, you may want to grant them the ability to perform certain functions, such as creating and editing templates and campaigns, and restrict them from sending out campaigns or restrict access other areas of the account, such as Deals.
In this example, we’ll walk you through creating a marketing user group and granting access to specific areas of the platform. Please note that this is an example, and you will need to set permissions for your teams as you see fit.
Step 1: Create a user group
- To create a user group, click Settings (gear icon) > Users and Groups.
- Click the “Groups” tab > “Add a new Group.”
- A modal window will appear. Complete the fields in the modal and click each list you want this group to have access to.
- Click the "Permissions" tab to set user group permissions.
Step 2: Set permissions for a user group
The “Permissions” tab contains the following options:
- Lists
- Campaigns
- Subscription forms
- Templates
- Deals
- Accounts
- Contacts
- Automations
- Reports
- Saved Responses
- Landing Pages
To enable permissions for any of these items, click the dropdown and check the box for each permission you will allow for your user group.
Step 3: Set limits for the user group
With Limits, you can restrict the amount of activity a user group can perform per day, week, month, year, and all time. Note that these limits operate on a rolling window.
For example, you can set a limit so that a user group can send 10 emails per week. This means that the user group cannot send more than 10 emails in a rolling 7-day window.
The "Limits" tab contains the following options:
-
Limit emails sent
Number of emails the user group can send. -
Limit number of contacts
Number of contacts the user group can add. -
Limit number of lists
Number of lists the user group can create. -
Limit number of campaigns
Number of campaigns the user group can send.
Once you're done creating your User Group, click the "Add Group" button.
Learn more about user permissions.