Automation permissions

```mediawiki Navigation: Main_Page > Settings > Users and Groups > Automation permissions

How to Set Automation Permissions

Automation permissions within ActiveCampaign play a crucial role in controlling access and visibility of automations among different user groups. This functionality is especially important for organizations leveraging multiple teams, as it ensures that only the necessary staff can view or edit certain automations, fostering a secure and organized working environment.

This article will guide you through managing permissions effectively, ensuring your teams have the appropriate access while maintaining the integrity of your automations.

How to Access This Feature

To access automation permissions, you'll need to navigate through the settings within your ActiveCampaign account. Follow these steps:

1. Click Settings on the left side navigation menu. 2. Click Users and Groups on the left side sub-navigation menu. 3. Click the Groups tab.

From here, you'll be able to manage automation permissions for different user groups effectively.

Step-by-Step Instructions

1. 1. 1. Managing Automation Permissions from the Settings Page

This section details how to grant a user group access to the automations overview page.

1. After accessing the Users and Groups page, locate and click Edit for the group you wish to manage. 2. An Edit Group modal will open. Click the Permissions tab within this modal. 3. Locate the Automations permission section and click the down caret to expand the permission options. 4. To grant access, click the Check all checkbox. 5. Finally, click the Save button to apply the changes.

1. 1. 1. Managing Individual Automation Permissions

To allow a user group access to a specific automation, follow these steps:

1. Click Automations on the left menu to access the Automations overview page. 2. Find the automation name and click on it to open the automation. 3. Click the arrow located on the top right of the automation canvas to access the automation settings. 4. In the automation settings modal, navigate to the “User groups who can access this automation” section. 5. Check the box(es) next to the user groups you want to permit access to this individual automation. 6. If any user groups are greyed out in the dropdown, you will need to update their user access under the Settings > Users and Groups section. 7. After making your selections, click the Save button. 8. Click Close to exit the modal.

1. 1. 1. Bulk Editing Automation Permissions

For bulk editing individual automation permissions across multiple user groups, follow these steps:

1. Click Automations on the left menu. 2. On the Automations Overview page, check the checkboxes next to each automation that you want to edit the permissions for. 3. In the bulk edit modal that pops up, click the dropdown to choose either:

  * Give permissions to user groups
  * Remove permissions from user groups

4. Then, select the user groups to permit or remove access. 5. Click the Apply button to confirm the changes.

Configuration Options and Settings

When managing automation permissions, consider the following elements:

- **User Groups**: Specific groups that can have differentiated access to automations. - **Automations Permission Section**: The area where you can enable or disable access for different user groups. - **Bulk Edit Modal**: Allows for adjustments to be made quickly across several automations at once.

These settings are integral as they help determine how automations are accessed and utilized within your organization.

Best Practices and Tips

- Always review the permissions for each user group periodically to ensure they align with their responsibilities. - Utilize the bulk editing feature for efficiency when managing permissions for multiple automations. - Keep user groups small and focused to maintain control and transparency over who can access specific automations. - Always check for greyed-out options in the automation settings, as these indicate that the user group might not have the necessary permissions assigned.

Common Use Cases with Examples

- **Marketing Campaigns**: For a Marketing team using ActiveCampaign, you might want to set the group to have access to edit and view marketing automations while restricting access to other groups such as Sales.

- **Sales Automation**: In a scenario where the Sales team requires automation for lead follow-up but does not need access to marketing campaigns, they can be configured with specific access tailored to their functions.

Troubleshooting

If you encounter issues with automation permissions, consider the following:

- Ensure that the required **User Groups** have been set up properly in your account. - Verify that the user groups needing access have the Automations Edit permissions assigned. - If a user group cannot be granted access, check whether they appear greyed out in the permissions dropdown.

Related Features

For more on user permissions, consider these related articles: - Learn how to set user permissions - Discover how to set permissions for a private pipeline - Check out how to set permissions for your marketing user group

FAQ

Q1: What are automation permissions?

Automation permissions dictate which user groups can view or edit specific automations in ActiveCampaign.

Q2: Can users from different groups access each other’s automations?

No, users from one group cannot view or edit automations from another group unless explicitly granted permission.

Q3: How can I give a user group access to a specific automation?

You must navigate to the automation's settings and assign access to the user group from there.

Q4: What happens if a user group is greyed out in the dropdown?

A user group that appears greyed out does not have the required edit permissions assigned to access automations.

Q5: How do I bulk edit access permissions?

You can select multiple automations from the Automations Overview, then make changes in the bulk edit modal.

Q6: Is there a limit to how many user groups can be created?

Currently, there is no specified limit on the number of user groups you can create within ActiveCampaign.

Q7: Are automation permissions available on all pricing plans?

This feature is available on the Plus, Pro, and Enterprise plans.

For more detailed guidance, refer to additional resources and documentation available in ActiveCampaign's help center! ```