As your enterprise grows, you might discover delicate data that must be protected inside your automations. ActiveCampaign’s Automation Permissions characteristic means that you can restrict entry to sure consumer teams and management who can view or edit your automations. Let’s stroll you thru the steps to replace group permissions on 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 a listing of all of your automations. Click on the dropdown arrow on the finish of the row of the automation you wish to edit permissions for.
Step 2: Choose ‘Permissions’
Upon getting accessed the automation you wish to edit permissions for, choose ‘Permissions’ from the dropdown menu.
Step 3: Select Person Group Entry
The following step is to decide on which consumer teams ought to have entry to this automation. You possibly can choose a number of teams or only one, relying in your wants. Upon getting made your choice, click on ‘Save Modifications.’
Step 4: Preview Your Modifications
Upon getting up to date the group permissions, you’ll be able to preview your adjustments to make sure they’ve been utilized accurately. If all the pieces seems to be good, you’re all set!
By following these easy steps, you’ll be able to simply replace group permissions on your automations. This characteristic offers you extra management over who can view or edit your automations, making it simpler to guard delicate data. For instance, you probably have data 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 take a look at ActiveCampaign’s assist heart article on setting automation permissions:
https://assist.activecampaign.com/hc/en-us/articles/115001404810-How-to-set-automation-permissions. With this characteristic, you’ll be able to relaxation straightforward figuring out your delicate data is protected.
