Sage CRM 2020 R2: Mailchimp - An Introduction (Part 4 of 7)

In this fourth article of the series, I will cover the simple task of authorizing an additional user to access the Mailchimp features.

Assuming you have logged on you will need to navigate to the User administration area.

And here I have searched for Susan Maye. I have clicked to open her user record. And I can edit the user and scroll down. I can now change the option.

This will grant the user access to the Mailchimp campaign area in the 'My CRM' menu.

The next topic we need to cover is creating a Group in Sage CRM and adding it as a segment to the Mailchimp Audience.