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Create, Delete, Edit and Change a User Role create-delete-edit-and-change-a-user-role

Last update: Mon Jul 24 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Roles group together a bunch of permissions. Permissions allow you to do stuff in Marketo. You assign a role to a user. Easy as pie.

NOTE
Admin Permissions Required
IMPORTANT
The following roles are system roles and cannot be edited or deleted:
  • Admin
  • Adobe Product Admin
  • Standard User
  • RTP Editor
  • RTP Launcher

Create a Role create-a-role

  1. Go to the Admin area.

  2. Click Users & Roles.

  3. Go to the Roles tab and click New Role.

  4. Name your new role, check all the permissions you want to grant to users associated with the role, and click Create.

Delete a Role delete-a-role

  1. Go to the Admin area.

  2. Click Users & Roles.

  3. Under the Roles tab, select a role and click Delete Role.

  4. Confirm the deletion by clicking Delete.

NOTE
You must first ensure that no users are assigned to a role, otherwise it cannot be deleted.

Edit an Existing Role edit-an-existing-role

NOTE
To edit your own user role, you’ll have to log in as another user with Admin rights.

  1. Go to the Admin area.

  2. Click Users & Roles.

  3. Click the Roles tab.

  4. Select the role you want to edit and click Edit Role.

  5. Make all the changes you need and click Save.

    note note
    NOTE
    The changes made to the role will affect every user associated to this role.
    note tip
    TIP
    Are you looking to update the account email address? Learn how here.

Change a User’s Role change-a-users-role

  1. Go to the Admin area.

  2. Click Users & Roles.

  3. Select the user you want to assign a different role to and click Edit User.

  4. Uncheck the previous role, select the new one, then click Save.

NOTE
If you leave multiple roles selected, Marketo will default to the most restrictive permission.
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