Page 14 - Act! Marketing Automation User Guide

Introduction to Act! Marketing Automation Act! v21

In order to add the desired permissions to the user, click the permission you wish to add
from the left hand column, then use the single arrow icon (>) to add this to the user. All Act!
Marketing Automation permissions begin with AMA and identify areas of the program that
you can give the user access to.

NOTE: In order to have any access at all to Act! Marketing Automation, a user MUST be
given the specific permission Emarketing Administration. This does NOT mean they will
have admin access to the AMA section, this is its own specific permission.

Once you have amended the permissions of the user, click Finish.

My Profile

Now that you have set up your Act! users, each one of them should configure their own
AMA profile. This will assist in identifying your various users within AMA itself, and can be
useful for troubleshooting if this is ever required. You can also specify individual
preferences regarding the notifications you will receive from AMA.

To set up their profile, once each user has logged into Act!, they need to go to the
Marketing Automation section, and click on My Account.

The My Profile section contains standard information applicable to the individual user who
has logged in. Changing these settings will NOT affect your overall AMA account, they are
specific to the individual and should therefore be configured individually.

The only required fields are the User Name, and the Email Address. The name fields are
not required, but we would recommend filling them in to make user identification as easy
as possible.

The User Name field is automatically assigned and cannot be changed. This is a unique
identifier that the tech support team may ask for if you ever require any help in using the
software.

The Email Address is used for receiving notifications (discussed below).

If you do make any changes, click the Actions menu in the top right corner, and choose
Save.

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