Create, Delete, Edit and Change a User Role

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.

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

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.

   

Edit an Existing Role

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

   The changes made to the role will affect every user associated to this role.

   TIP

   Are you looking to update the account email address? Learn how here.

Change a User’s 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.