Once Act On It has been installed, each user must be allocated a User Type to determine their level of access within the application.

User Type	Description
Standard User	Can receive, view and interact with Act On It messages and notifications.
Super User	Includes all Standard User capabilities, with additional permissions to design, create and manage alerts and notifications.
Admin User	Includes all Super User capabilities, with additional access to manage user permissions, application settings and message actions.

Assigning a User Type

User Types are managed through the Act On It User Type picklist field on the Salesforce User record.

When a User Type is selected, Act On It automatically:

• Assigns the appropriate permission sets.
• Performs the necessary background configuration.
• Adds the user to the Application Settings user list.

Any subsequent changes to the User Type are reflected automatically. Clearing the field also removes the associated Act On It permissions.

Changing or clearing the value automatically updates or removes permissions as well.

How to Assign a User Type

1. In Salesforce, navigate to Setup > Users > Users.
2. Locate the user you want to configure and open their record.
3. Click Edit.
4. Find the Act On It User Type picklist.
5. Select the appropriate User Type: Standard User, Super User or Admin User.
6. Click Save.

Act On It will automatically apply the permissions associated with the selected User Type.

Tip: For organisations with multiple users, tools such as Salesforce Data Loader can be used to assign or update User Types in bulk.

Troubleshooting: Act On It User Type Field Not Visible

If the Act On It User Type field is not visible on the Salesforce User record, it may not have been added to the relevant User Page Layout.

A Salesforce Administrator can make the field available by following these steps:

1. Navigate to Setup > Object Manager.
2. Select User.
3. Open User Page Layouts.
4. Select Edit next to the relevant page layout.
5. Locate Act On It User Type in the available fields.
6. Drag the field onto the page layout in the desired position.
7. Click Save.

If your organisation uses multiple User Page Layouts, repeat these steps for each layout where the field should be available.

Once the layout has been updated, return to the User record and refresh the page. The Act On It User Type picklist should now be visible and ready to configure.