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 simply an example, and you will need to set permissions for your teams as you see fit.
Creating a User Group
To create a user group, click your avatar and click “My settings.”
Select “Users” from the left side menu:
Click the “Groups” tab then click “Add Group.”
Add the name of the group to the Title field and add a short description (optional). In this example, we’re going to call this group “Marketing” and give them access to our Newsletter, Announcements, and Events lists:
The “Permissions” tab lists several permission options: Lists, Campaigns, Contacts, Automations, Subscription Forms, Templates, Reports, Deals, and Saved Responses:
To enable permissions for any of these items, click the dropdown and check the box for each permission you will allow for each group. In this example, we will grant the following permissions for our Marketing group by clicking the appropriate checkboxes.
Lists: Edit only
Campaigns: Add and Edit
Contacts: Add, Edit, Contact Fields
Subscription forms: No permission
Templates: Add and Edit
Reports: Campaign and Trends
Deals: No permission
Saved Responses: No Permission
You have the option to limit the following for your new group: number of emails sent, contacts that can be added, lists they can be created, and number of campaigns that can be sent. In this example, we’re going to limit the number of contacts that they can add ever to 100 and click “Save” to finish.
For in-depth information about user permissions, please see this guide.
To learn how to set user permissions, please see this help document.