Account Management

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Partner Portal - Add and Manage Account Users

Overview

The Partner Portal allows you to manage users within your ActiveCampaign account. This includes adding new users, managing their permissions, and ensuring that your team has the necessary access to perform their roles effectively.

Adding Users

To add a new user to your account, follow these steps: 1. Log in to your Partner Portal. 2. Navigate to the "Users" section. 3. Click on the "Add User" button. 4. Enter the required information for the new user, including their email address and role. 5. Click "Save" to create the user account.

Managing User Permissions

Once users are added, you can manage their permissions: 1. Go to the "Users" section in the Partner Portal. 2. Click on the user whose permissions you want to modify. 3. Adjust the permissions as necessary based on the user’s role. 4. Save your changes.

Removing Users

To remove a user from your account: 1. Access the "Users" section. 2. Select the user you wish to remove. 3. Click on the "Remove User" option. 4. Confirm the removal to delete the user from your account.

Best Practices

- Regularly review user access and permissions to ensure they align with current team roles. - Remove users who no longer require access to maintain account security.

See Also

For more detailed information, visit the original ActiveCampaign article: Original ActiveCampaign Article ```