Managing Marketo Users

Create Users

1. Go to the Admin area.

   

2. Click Users & Roles.

   

3. Click Invite New User.

   

4. Enter the Email, First Name, and Last Name.

   

5. Optionally, enter a reason for the invitation and select an expiration date in the Access Expires field using the date picker.

   

6. Click Next.

   

   TIP

   An expiration date is great for short-term external stakeholders or consultants who need Marketo access only for a brief time.

   NOTE

   When the expiration date arrives, the user receives an expiration notification and their account is locked.

7. Select the Role of your choice and click Next.

   

8. Make edits to the invitation message if necessary. Click Send.

   

   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

   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

1. Go to the Admin area.

   

2. Click Users & Roles.

   

3. Select the user you want to remove and click Delete User.

   

4. Confirm by clicking OK.

   

Reset User Passwords

1. Go to the Admin area.

   

2. Click Users & Roles.

   

3. Select a user and click Reset Password.

   

4. Click Close to dismiss the prompt.

   

The user will receive an email with password reset instructions.

Change Permissions and Edit User Information

1. Go to the Admin area.

   

2. Click Users & Roles.

   

3. Select a user and click Edit User.

   

4. 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.