Grant purchase permissions

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Grant purchase permissions to any user in your account

Introduction

The Grant purchase permissions feature in ActiveCampaign allows you, as the Primary Admin, to delegate important billing responsibilities to specific users within your account. By granting these permissions, the chosen users will have the authority to update the billing method, adjust the billing period, manage user accounts, change plan subscriptions, set email sending limits, and purchase add-ons as well as SMS credits. This feature is essential for teams that require flexibility in managing account finances without compromising security.

How to Access This Feature

To access the Grant purchase permissions feature, you need to be logged into your ActiveCampaign account as a Primary Admin. Once logged in, you will navigate through the account settings to easily manage user permissions.

Step-by-Step Instructions

1. From your ActiveCampaign account, click on the Settings (gear icon) located at the bottom left of your dashboard. 2. Select Users and groups from the secondary menu that appears. 3. Find the user to whom you wish to grant billing and purchase access. Click the Edit button next to their name.

  * If the user is not already in your account, select the Add a new user option. Follow the prompts to create the new user account, which can be part of any user group.

4. A modal window will appear. Locate the Purchase Permissions toggle. Click it to switch it to the On position. 5. Click the Save button to apply your changes. 6. A confirmation message will pop up. Click the Confirmation button to finalize the process.

Configuration Options and Settings

When granting purchase permissions, the following options and settings may be utilized:

• Purchase Permissions: This toggle grants the user the ability to handle billing-related tasks mentioned earlier.
• Edit User: This allows you to make changes to an existing user’s access level within your ActiveCampaign account.

Best Practices and Tips

• Before granting Purchase Permissions, ensure that the user you are granting these permissions to is trustworthy and aware of the responsibilities they will assume.
• Regularly review the users with Purchase Permissions to ensure that only necessary personnel have access to sensitive billing information.
• Utilize user groups efficiently to manage access permissions depending on organizational structure and needs.

Common Use Cases with Examples

1. **Managing Billing**: A marketing manager is given Purchase Permissions to manage the billing for their section, allowing them to directly adjust campaigns without waiting for the Primary Admin. 2. **Team Expansion**: As your team grows, granting Purchase Permissions to a human resources manager can streamline account management and keep the billing process smooth. 3. **New User Onboarding**: When onboarding a new team member responsible for managing ad spending, granting them Purchase Permissions can simplify the financial management aspect of their role.

Troubleshooting

If you encounter issues while trying to grant Purchase Permissions, consider the following troubleshooting steps:

• Ensure you are logged in as the Primary Admin, as only they can grant these permissions.
• Verify that you are selecting the correct user account.
• If the toggle for Purchase Permissions does not activate, refresh the page and try again.

Related Features

• Users and groups - Overview of managing users and their roles in ActiveCampaign.
• Account Management - General account features and configurations within ActiveCampaign.

FAQ

Q1: Who can grant purchase permissions? A1: Only the Primary Admin of the ActiveCampaign account can grant purchase permissions to other users.

Q2: Can I revoke purchase permissions? A2: Yes, you can edit a user's permissions and toggle off the Purchase Permissions at any time.

Q3: What actions can a user with purchase permissions perform? A3: Users with purchase permissions can update the billing method, adjust billing periods, manage user accounts, change plans, and purchase add-ons and SMS credits.

Q4: Will the user be notified of their new permissions? A4: Users will not automatically receive notifications when permissions are changed, but they will see their updated access when they log into their account.

Q5: Can I grant purchase permissions to multiple users at once? A5: No, permissions need to be granted individually by editing each user account.

Q6: What if the user I want to grant permissions has not been created yet? A6: You can create a new user and grant them Purchase Permissions during their setup process.

Q7: Is there a limit to the number of users I can grant purchase permissions to? A7: There is no specific limit set by ActiveCampaign; however, consider your organization’s security protocols when delegating permissions.

By effectively utilizing the Grant purchase permissions feature, ActiveCampaign users can enhance their account management processes while ensuring appropriate control over billing-related activities. ```