Managing Marketo Users managing-marketo-users
Create Users create-users
-
Go to the Admin area.
-
Click Users & Roles.
-
Click Invite New User.
-
Enter the Email, First Name, and Last Name.
-
Optionally, enter a reason for the invitation and select an expiration date in the Access Expires field using the date picker.
-
Click Next.
note tip TIP An expiration date is great for short-term external stakeholders or consultants who need Marketo access only for a brief time. note note NOTE When the expiration date arrives, the user receives an expiration notification and their account is locked. -
Select the Role of your choice and click Next.
-
Make edits to the invitation message if necessary. Click Send.
note note NOTE The email/login needs to be unique; if you’ve already used it in a sandbox instance, you will need to use a different one in production and vice versa. note note NOTE Invitations expire three days after a new user is added.
The new user is now listed in the Users tab and will receive an email with instructions on how to activate their account.
Delete Users delete-users
-
Go to the Admin area.
-
Click Users & Roles.
-
Select the user you want to remove and click Delete User.
-
Confirm by clicking OK.
Reset User Passwords reset-user-passwords
-
Go to the Admin area.
-
Click Users & Roles.
-
Select a user and click Reset Password.
-
Click Close to dismiss the prompt.
The user will receive an email with password reset instructions.
Change Permissions and Edit User Information change-permissions-and-edit-user-information
-
Go to the Admin area.
-
Click Users & Roles.
-
Select a user and click Edit User.
-
You can edit user information and change the associated role. Click Save.
Awesome work! You now know how to create a user, delete a user, reset a user’s password, and edit users.