As your corporation grows, you might 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 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’

After you have 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 person teams ought to have entry to this automation. You’ll be able to choose a number of teams or only one, relying in your wants. After you have made your choice, click on ‘Save Adjustments.’

Step 4: Preview Your Adjustments

After you have up to date the group permissions, you may preview your adjustments 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 in your automations. This function provides you extra management over who can view or edit your automations, making it simpler to guard delicate info. For instance, when you’ve got info that solely the Admin group ought to have entry to, you may restrict entry to that group.

For those who want extra detailed directions, you may try ActiveCampaign’s assist middle article on setting automation permissions:

https://help.activecampaign.com/hc/en-us/articles/115001404810-How-to-set-automation-permissions. With this function, you may relaxation simple realizing your delicate info is protected.

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