Product Family: Emarketing
Product: Act! Marketing Automation
- Select ‘Admin’ from the left hand stack.
- 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 new users will then be able to login to your AMA account using the username you have created for them. They may need to reset their password at first logon so it is important the email address used when creating the user is one they have access to.
Note: this article relates only to Act! Marketing Automation (AMA) Standalone and customers accessing AMA from within Act! should refer to the following article.