As your online business grows, you could discover delicate data that must be protected inside your automations. ActiveCampaign’s Automation Permissions function 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 to 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 notice an inventory 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 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 may preview your modifications to make sure they’ve been utilized accurately. If the whole lot seems to be good, you’re all set!
By following these easy steps, you may simply replace group permissions to your automations. This function provides you extra management over who can view or edit your automations, making it simpler to guard delicate data. For instance, when you have data that solely the Admin group ought to have entry to, you may restrict entry to that group.
If you happen to want extra detailed directions, you may 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 may relaxation simple realizing your delicate data is protected.
