Create user groups

``` Navigation: Main_Page > Settings > Users and Groups > Create user groups

Setting user permissions: Create user groups

Introduction

The ability to create user groups in ActiveCampaign is vital for managing user permissions and ensuring that different team members have appropriate access to the various features of the platform. By setting up user groups, administrators can tailor user experiences according to roles, ensuring that users are only able to access information and tools that are relevant to their responsibilities. This feature is particularly important for larger organizations using ActiveCampaign, as it helps to maintain security and focus across different operational areas.

This article will guide you through the process of creating user groups, configuring permissions, and best practices for effective user group management.

How to access this feature

To access the Create User Groups feature in ActiveCampaign, navigate to the **Settings** menu. Follow this path: 1. Click on **Settings**. 2. From the settings menu, select **Users and Groups**. 3. Within the **Users and Groups** section, you will find the options to manage user groups.

Step-by-step instructions

Here’s how to create a user group and assign permissions effectively:

1. **Click** **Settings** > **Users and Groups**. 2. **Select** the **Groups** tab. 3. **Click** **Add a new group**. This will open a modal window for new group creation. 4. On the **Info** tab:

   - Complete the required fields.
   - If you are on a Marketing plan, you can select the lists that this group can access. 
       * Note: When you select one or more lists, your users will only see contacts within those lists. 
       * If no lists are selected, users will not have visibility into these lists regardless of contact statuses (Active, Bounced, Unsubscribed, Unconfirmed).

5. **Navigate** to the **Permissions** tab:

   - Click on each section and select the specific items to which the user group should have access.

6. **Access** the **Limits** tab:

   - Here, you can impose restrictions on user activities. For instance, to limit capabilities:
       * In Marketing Accounts, you can limit the number of 1:1 emails sent within a timeframe, restrict the number of contacts that can be added, the number of lists that can be created, and the number of campaigns that can be sent.
       * In Sales Accounts, you can limit the 1:1 emails sent and the number of contacts that can be added.

7. Once you have configured everything as needed, **click** the **Save** button to finalize the new user group setup.

Configuration options and settings

When creating user groups in ActiveCampaign, consider the following configuration settings:

- **Lists**: Specify which lists the group can access. - **Permissions**: Decide the level of access to multiple features, such as Campaigns, Automations, Reports, etc. - **Limits**: Implement restrictions on activities to control how many emails, contacts, lists, or campaigns users can handle within a specified timeframe.

These settings allow you to grant or restrict access based on your team's specific needs and the structure of your organization.

Best practices and tips

- Ensure roles and responsibilities are clear within your organization before creating user groups. - Regularly review and update group permissions to reflect any changes in team structure or project needs. - Use descriptive names for your user groups for easy identification. - Test user visibility by logging in as a user from each group to confirm that permissions are functioning as intended.

Troubleshooting section

If you encounter issues while creating user groups: - Ensure that you have the correct permissions as an administrator to access the user group settings. - Double-check that you have selected the appropriate lists if you are on a Marketing plan, as not selecting any will restrict users from seeing contacts. - If users continue facing access issues post-configuration, re-evaluate the settings and limits you've assigned to those groups.

Related features

For further enhancements to your user management in ActiveCampaign, consider exploring: - Users and Groups: Manage overall user settings and permissions. - Automation: Learn how to automate tasks based on user actions. - Contact Lists: Understand how list access affects user visibility and interactions.

FAQ

1. **What happens if I do not assign any lists to a user group?**

  - Users in that group will not see any contacts associated with those lists, regardless of the contact status.

2. **Can I edit the Admin group permissions?**

  - No, the Admin group is a default user group and cannot be deleted or altered in terms of permissions.

3. **How can I restrict the number of campaigns a user can send?**

  - You can do this by accessing the **Limits** tab during user group creation and setting the appropriate restrictions for your Marketing Accounts.

4. **What if I want to add more users to an existing user group?**

  - You can manage user groups via the **Users and Groups** section and add users by selecting the appropriate group.

5. **Can I create multiple user groups?**

  - Yes, you can create as many user groups as needed to effectively manage permissions for different roles in your organization.

6. **Where can I find additional features related to user groups?**

  - Explore related features in your account's Settings and refer to the Support documentation for more information.

7. **Is this feature available in all ActiveCampaign plans?**

  - No, the ability to create user groups is available on the Plus, Pro, and Enterprise plans only.

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