📧 Email & CRM Systems Access – How to Grant Ambition Business Solutions Secure Access

Email marketing and client relationship management (CRM) systems are the heart of your communication strategy — but giving access can feel technical or overwhelming. Don’t worry, we’ll make it simple.

This guide walks you through how to safely grant Ambition Business Solutions access to your email marketing or CRM platform using the platform’s official invite or team member features. You stay in full control — we simply get the permissions needed to manage your automations, campaigns, and client workflows.

By granting proper access, we can:

• Set up and automate lead capture systems.
• Create and schedule email campaigns.
• Connect your CRM with your website and marketing tools.
• Track client engagement and optimize performance.

How to Give Ambition Business Solutions Access to Your Email or CRM Platform

Below are the official step-by-step instructions for each platform.
(Visible URLs included for easy copy-paste.)

📨 Mailchimp Access

Purpose
To allow Ambition Business Solutions to manage your email campaigns, audiences, and automations securely.

Steps

1. Log in: https://mailchimp.com
2. Click your profile → Account → Settings → Users.
3. Select Invite a User.
4. Enter Email: Michelle@AmbitionBusinessSolutions.com
5. Choose Role: Manager or Admin (recommended).
6. Click Send Invite.

Help Link: https://mailchimp.com/help/about-user-levels/

💬 ActiveCampaign Access

Purpose
To give Ambition Business Solutions access to manage automations, email sequences, and contact management.

Steps

1. Log in: https://www.activecampaign.com
2. Go to Settings → Users → Add a User.
3. Enter Email: Michelle@AmbitionBusinessSolutions.com
4. Choose Role: Admin (recommended).
5. Click Add User — we’ll receive an invite to confirm.

Help Link: https://help.activecampaign.com/hc/en-us/articles/115000526304-How-to-add-a-user-to-your-account

🧠 HubSpot Access

Purpose
To allow Ambition Business Solutions to set up forms, workflows, and marketing campaigns while keeping your data secure.

Steps

1. Log in: https://app.hubspot.com
2. Go to Settings → Users & Teams.
3. Click Create User.
4. Enter Email: Michelle@AmbitionBusinessSolutions.com
5. Assign permissions for:
   • Marketing
   • Contacts
   • Workflows
6. Click Send.

Help Link: https://knowledge.hubspot.com/settings/add-and-remove-users

📬 ConvertKit Access

Purpose
To let Ambition Business Solutions manage your email sequences, automations, and landing pages.

Steps

1. Log in: https://convertkit.com
2. Click your Profile → Team Settings.
3. Click Add Team Member.
4. Enter Email: Michelle@AmbitionBusinessSolutions.com
5. Role: Admin (recommended).
6. Click Invite.

Help Link: https://help.convertkit.com/en/articles/2502482-team-access

🧩 Kartra Access

Purpose
To give Ambition Business Solutions access to manage funnels, automations, and email campaigns.

Steps

1. Log in: https://home.kartra.com
2. Go to My Account → Team → Add Team Member.
3. Enter Email: Michelle@AmbitionBusinessSolutions.com
4. Assign Role: Full Access or Marketing Manager.
5. Click Invite.

Help Link: https://help.kartra.com/article/149-how-to-manage-team-members

⚙️ ClickFunnels Access

Purpose
To allow Ambition Business Solutions to build and manage funnels, email campaigns, and automations.

Steps

1. Log in: https://app.clickfunnels.com
2. Go to Account Settings → Digital Assets → Team Members.
3. Click Add Team Member.
4. Enter Email: Michelle@AmbitionBusinessSolutions.com
5. Choose Admin or Funnel Builder role.
6. Click Invite.

Help Link: https://help.clickfunnels.com/hc/en-us/articles/360006236514

💼 GoHighLevel Access

Purpose
To connect Ambition Business Solutions to your CRM and automation dashboard for setup and campaign management.

Steps

1. Log in: https://app.gohighlevel.com
2. Go to Settings → Team Management → Add User.
3. Enter Name: Michelle England | Email: Michelle@AmbitionBusinessSolutions.com
4. Assign Role: Admin or Agency User (recommended).
5. Click Save & Send Invite.

Help Link: https://help.gohighlevel.com/support/solutions/articles/48001159619-adding-users-to-your-account

🧾 HoneyBook Access

Purpose
To allow Ambition Business Solutions to set up automations, email templates, and pipeline workflows for your client management.

Steps

1. Log in: https://www.honeybook.com
2. Click Company Settings → Team → Invite Team Member.
3. Enter Email: Michelle@AmbitionBusinessSolutions.com
4. Choose Full Access or Project Management.
5. Click Send Invite.

Help Link: https://help.honeybook.com/en/articles/1863345-add-or-remove-team-members

🧾 Dubsado Access

Purpose
To give Ambition Business Solutions access to create forms, workflows, and client management automations.

Steps

1. Log in: https://www.dubsado.com
2. Go to Settings → Brand Settings → Users.
3. Click Add User.
4. Enter Email: Michelle@AmbitionBusinessSolutions.com
5. Assign Role: Admin or Staff Member.
6. Click Invite.

Help Link: https://help.dubsado.com/en/articles/4322959-users-in-your-dubsado-account

🔒 Security Tips for Sharing Access

• Always use the platform’s built-in user or team invite options.
• Never email passwords or credentials.
• Limit permissions to what’s necessary for the project.
• Revoke unused access once the project is complete.
• Use two-factor authentication wherever possible.

💡 Still Need Help?

If you’re unsure about which role to assign or can’t locate the invite option, we’re happy to walk you through it.
🌐 Support: ambitionbusinesssolutions.com/contact