How to Share Active Campaign Access with My Marketing Agency

How to Share Active Campaign Access

Step 1: Log into Your ActiveCampaign Account

1. Go to ActiveCampaign and log in with your credentials.

 

Step 2: Navigate to User Management

1. Click on your account name or profile picture in the bottom left corner of the dashboard.
2. Select Settings from the dropdown menu.
3. In the left-hand menu, click on Users and Groups.

 

Step 3: Add a New User

1. Click the Add User button.
2. Enter the email address and name of the person you want to add (your marketing agency’s contact).
3. Assign a user group to determine the level of access:
   • Admin: Full access to all features, including account settings and billing.
   • Designer: Can create and edit campaigns and automations but cannot access account settings.
   • Manager: Can manage contacts, campaigns, and automations.
   • Viewer: Can view reports and campaigns but cannot make changes.
4. Click Add to send the invitation.

 

Step 4: Notify Your Agency

Inform your marketing agency that they have been invited to access your ActiveCampaign account. They will receive an email with instructions on how to accept the invitation and set up their account.