Have you ever given a team member a task to do in Infusionsoft, only for them to come back to you to say they don’t have the user permissions to complete it?
Queue eye rolling and swearing under your breath and asking the mighty Infusionsoft gods why everyone doesn’t just have the same level of access.
Of course we know why. Not everything is or should be accessible to all. Mainly because people have a nasty habit of breaking your carefully crafted campaigns.
The task could be anything as simple as applying a tag to a contact’s record, or viewing a contact record to attain certain information. Or more complicated tasks like checking a whole database for duplicate contact records and merging those contacts. Or even being able to view sensitive customer information such as Credit Card details or payment records.
Well fear not! I have put together a handy little guide on how to control those permissions, making it easy for you to control job specific responsibilities. That means allowing your more experienced users access to perform the more Ninja tasks.
It might save you having to spend hours on the phone to Infusionsoft support, trying to find out how the hell one of your employees deleted an entire database!
You’ll see further down the guide that there are a few different tabs - each one housing its own specific set of user permissions. Here’s a little overview of who may need to use them, and how:
Ok - now you’re clear on what each one does, here’s that handy guide I was telling you about.
1. Hover over the Infusiosoft Logo and click “Users”
2. Click on the name of the person you’d like to edit user permissions for
3. Click “User Groups”
4. Hit the “Remove” button
5. Hit “Edit user permissions”
6. You will see that there are a few different tabs along the top - click on those to find the permissions you want to change
7. Hit the dropdown on the right to give or deny permission
That wasn’t too much of a chore was it?
Now all your team members can happily get on with carrying out their Infusionsoft duties.
But, we all know that roles and duties can change, so it’s handy to familiarise yourself with all the different user settings.
That way the next time one of your trusted employees tries to play the “But I don’t have permission to do that” card, you can jump straight into the correct permissions tab, change the setting and throw that card straight back in their face.
In a nice way. Not a Gambit from X-Men, slice their face off kind of way.
If you have a pressing Infusionsoft question then why not get in touch? Or, you can pose a question to the Marketing Agony Aunt and have your question answered in our very own podcast.
Don’t worry, it’s all anonymous unless you say we can use your name. To submit your marketing woe email email@example.com.
P.s. Infusionsoft™ is now Keap™ - Read Kenda's blog about Keap™ Vs Infusionsoft™ here https://www.automationninjas.com/need-to-know-keap-vs-infusionsoft/
Mel is Automation Ninja’s GSD (Get Sh*t Done) Ninja. Our longest serving Ninja other than the company directors, Mel lives up to her title. Mel builds campaigns for Ninjas and for our clients and is an Infusionsoft expert in the truest sense of the word. Mel has incredible attention to detail and we can always count on her to spot a wayward typo or a hole in a campaign that needs to be plugged. Her unassuming nature hides a razor-sharp Ninja mind. When she’s not Ninjaring, Mel spends time with her daughter - encouraging her passion for kayaking, walking her dog and is partial to a gin. Sometimes on a nice beach.