How do I set permissions for my marketing user group?


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 how to create marketing user group and show you how to grant 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.

Creating a User Group

  1. To create a user group, click Settings located on the bottom left of your screen.
  2. Select Users and Groups on the left menu.
  3. Click the “Groups” tab, then click “Add a new Group.”
  4. A modal window will appear. Complete the fields in the modal and click each list you want this group to have access to.
  5. Click the "Permissions" tab to set user group permissions.

Set permissions for the User Group

The “Permissions” tab contains the following permission 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.

Setting Limits for the User Group

The "Limits" tab contains the following limits for your User Group:

  • 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

In this example, we’re going to limit the number of contacts that they can add ever to 100 and click “Save” to finish.

Once you're done creating your User Group, click the "Add Group" button.

For in-depth information about user permissions, please see this guide.

To learn how to set user permissions, please see this help document.

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