As what you are promoting grows, it’s possible you’ll discover delicate info that must be protected inside your automations. ActiveCampaign’s Automation Permissions function permits you to restrict entry to sure person teams and management who can view or edit your automations. Let’s stroll you thru the steps to replace group permissions in your automations!
Step 1: Entry the Automations Overview Web page
Step one is to entry the Automations Overview Web page. That is the place you will note an inventory of all of your automations. Click on the dropdown arrow on the finish of the row of the automation you need to edit permissions for.
Step 2: Choose ‘Permissions’
Upon getting accessed the automation you need to edit permissions for, choose ‘Permissions’ from the dropdown menu.
Step 3: Select Person Group Entry
The following step is to decide on which person teams ought to have entry to this automation. You may choose a number of teams or only one, relying in your wants. Upon getting made your choice, click on ‘Save Adjustments.’
Step 4: Preview Your Adjustments
Upon getting up to date the group permissions, you’ll be able to preview your modifications to make sure they’ve been utilized accurately. If every little thing seems to be good, you’re all set!
By following these easy steps, you’ll be able to simply replace group permissions in your automations. This function offers you extra management over who can view or edit your automations, making it simpler to guard delicate info. For instance, when you have info that solely the Admin group ought to have entry to, you’ll be able to restrict entry to that group.
If you happen to want extra detailed directions, you’ll be able to try ActiveCampaign’s assist middle article on setting automation permissions:
https://assist.activecampaign.com/hc/en-us/articles/115001404810-How-to-set-automation-permissions. With this function, you’ll be able to relaxation simple figuring out your delicate info is protected.
