As your enterprise grows, you could discover delicate data that must be protected inside your automations. ActiveCampaign’s Automation Permissions characteristic means that you can 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 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 notice a listing 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’
After you have accessed the automation you need to edit permissions for, choose ‘Permissions’ from the dropdown menu.
Step 3: Select Consumer Group Entry
The subsequent step is to decide on which person teams ought to have entry to this automation. You possibly can choose a number of teams or only one, relying in your wants. After you have made your choice, click on ‘Save Modifications.’
Step 4: Preview Your Modifications
After you have up to date the group permissions, you may preview your modifications to make sure they’ve been utilized appropriately. If the whole lot seems good, you’re all set!
By following these easy steps, you may simply replace group permissions on your automations. This characteristic provides you extra management over who can view or edit your automations, making it simpler to guard delicate data. For instance, in case you have data that solely the Admin group ought to have entry to, you may restrict entry to that group.
Should you want extra detailed directions, you may 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 may relaxation straightforward understanding your delicate data is protected.
