Permissions

```mediawiki Navigation: Main_Page > Settings > User Groups > Permissions

How do I set permissions for my marketing user group?

In ActiveCampaign, managing user access is vital for ensuring that team members can perform necessary tasks while maintaining the security of your marketing account. The Permissions feature allows you to control which functions a Marketing user group can access, thereby optimizing collaboration and maintaining your account's integrity. This article provides detailed guidance on how to set permissions for your Marketing user group and explains the implications of those settings.

How to access this feature

To access the Permissions feature, you need to navigate through the following steps: 1. Click on **Settings** located in the bottom left of your screen. 2. Select **Users and Groups** from the left menu. 3. Go to the **Groups** tab where you can manage your user groups.

Step-by-step instructions

Follow these steps to create a Marketing user group and set permissions:

Creating a User Group

1. In the **Groups** tab, click **Add a new Group**. 2. A modal window will appear prompting you to enter details for your new user group. Fill out the required fields. 3. After completing the user group details, click on each list to which you want to grant access. 4. Navigate to the **Permissions** tab to set specific permissions for the user group.

Set Permissions for the User Group

Upon clicking the **Permissions** tab, you will find various permission options: - Lists - Campaigns - Subscription forms - Templates - Deals - Accounts - Contacts - Automations - Reports - Saved Responses - Landing Pages

To enable permissions, use the dropdown menus and check the box next to each option you wish to allow for the user group.

Setting Limits for the User Group

Additionally, you can establish limits for what your user group can accomplish by navigating to the **Limits** tab, where you'll find configurable options that include: - Limit emails sent - Specify the number of emails the user group can send. - Limit number of contacts - Define how many contacts the user group can add. - Limit number of lists - Set the maximum number of lists the user group can create. - Limit number of campaigns - Specify how many campaigns the user group can send.

As an example, you might want to limit the number of contacts the user group can add to 100. After making your selections, click **Save** to finalize the permissions.

Finally, after completing your user group and permissions setup, click the **Add Group** button to save your new user group.

Configuration options and settings

The Permissions and Limits tabs provide granular control of user capabilities within the platform. Ensure that you review each option carefully to tailor the access level appropriate for your team's needs: - When enabling permissions, consider the tasks each user will perform and grant access only to the necessary items. - Be mindful of setting limits to avoid misuse of resources and to keep your marketing efforts focused.

Best practices and tips

- Start with the least amount of permissions necessary and gradually expand as needed. This principle of least privilege helps maintain account security. - Regularly review and adjust permissions and limits as roles within your team evolve or projects change. - Educate your team members on the importance of adhering to the established permissions and limits to promote a positive workflow.

Troubleshooting

If you encounter issues when setting permissions: 1. Double-check that you have the highest level of access required to make changes. 2. Ensure that you are correctly selecting the desired checkboxes in both the Permissions and Limits tabs. 3. Verify that the user group is properly created before attempting to set permissions. 4. If experiencing technical issues, reach out to ActiveCampaign support.

Related features

For in-depth information about user permissions, please refer to the guide on [1]. To learn about user permissions in detail, please review the help document found at [2].

FAQ

What is the purpose of user group permissions?

User group permissions control what functions team members can perform within the ActiveCampaign account, enhancing security and delegation.

Can I modify user permissions at any time?

Yes, user permissions can be modified any time after they have been set.

Is it possible to restrict access to certain campaigns?

Yes, by managing the Campaigns permissions, you can restrict access to specific campaigns for user groups.

What happens if I exceed the limits set for a user group?

If a user group attempts to exceed set limits, they will receive an error message, preventing the action from taking place.

Can permissions be set differently for each user within a group?

No, permissions and limits apply at the group level, so all users within a group share the same settings.

Do I need specific permissions to view the permissions settings?

Yes, you must have administrative privileges to view and edit the permissions settings for user groups.

Are there any tutorials available for setting user group permissions?

For further assistance, refer to the additional guides provided by ActiveCampaign, including specific help documents on user permissions. ```