How To Add/Enable Marketing Automation For ACT! Users

How To Add/Enable Marketing Automation For ACT! Users

Issue Description:

This will enable or add Marketing Automation functionality on a per-user basis with the ACT! CRM.

Requirements To Complete The Process:

• Server Admin credentials
• ACT! Admin Credentials for the specified database

Steps and Screenshots:

1. Log into the server hosting ACT!
2. Once logged into the appropriate server, open Act! CRM
3. Log into the Act! Database with Act! Admin Credentials
4. Once the ACT! Database is open, go to Tools> Manage Users
   
5. In the Manage Users prompt, find the appropriate Act Username, that needs Marketing Automation, and click on Edit User Information on the left-hand side:
   
6. On the Edit User Information prompt, click on Next.
7. On the Specify Access prompt, click on Next.
8. On the Add Permissions prompt, provide all AMA- and API-related permissions.
   • This is done by double-clicking all AMA permissions on the left, under Available Permissions (optional):
     • This should transfer the AMA permissions to the right, under Added Permissions (see screenshot below)
   • Follow the same process for API-related permissions:
9. Once all AMA and API permissions have been added, click on Finish at the bottom.