Marketing Permissions: How to Assign and Use

Marketing permissions allow team members to access, manage, and execute marketing-related tasks such as segmenting contacts, running campaigns, and managing automated workflows. Assigning these permissions ensures that the right team members can handle marketing operations efficiently without compromising data security.

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Steps to Assign Marketing Permission:

1. Navigate to Settings from the left sidebar.

2. Click on Teams.

3. Select an existing user or click Add User to create a new one.

4. Enter the required details such as Name, Email, and Role.

5. Click on the Configure Permissions button.

6. In the permissions window, go to the Instance Permissions tab.

7. Locate the Marketing section.

8. Enable or disable specific permissions based on the level of access you want to provide.