Product Family: Emarketing
Product: Act! Marketing Automation
- Select Admin from the menu along the top of the page.
- Pick Users from the ‘What would you like?’ drop down and press Go.
- Click on Add User in the top right of the user list that appears.
- Complete all the boxes in the form that appears including setting ‘Marketing Access’ and ‘Sales Access’ to True and then click Save.
The last step is to send the new user a password reset link. To do this, find their user now listed on the Users page and click the mail icon. This will send them an email with a link to create a password, so it is important the email address used when creating the user is one they have access to.
The new users will then be able to login to your AMA account using the username you have created for them.
Note: this article relates only to Act! Marketing Automation (AMA) Standalone and customers accessing AMA from within Act! should refer to the following article.