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Quick Start Guide - What to consider before starting?

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In order to be prepared for an optimal start with Act! for Web in our hosting, you will find some helpful tips in this chapter, with which you can prevent possible problems or questions in advance.

 

If you have any questions or suggestions, please feel free to contact us at any time.

 

1.Technical requirementsact-short-storie

2.Allow pop ups in browser

3.website is marked as insecure

4.office addins - what to consider?

5.date and time settings

6.change salutation and name

7.country and country code

 

 

 

 

 

 

 

User authorization

 

Screenshot 2023-04-28 114619

 

 

 

Once a user is created with default permissions, by default they are not given the required permissions for the API, which results in an error being displayed on the Welcome screen and Act! Marketing Automation being unusable.

To set the permissions for the API for someone, you need a user that has administrative rights for the database.

 

Screenshot 2023-04-28 115751

 

 

Then you can select the desired user, edit it and in the following window, distribute the following permission, "Access to Web API" then the user has permission to the API that should eliminate the error message on the welcome screen.

In addition, you can add any permissions that contain AMA to give the user the permissions to the AMA.

 

Screenshot 2023-04-28 120446

 

 

Then, after clicking Finish, you should have given the user the appropriate AMA permissions.