Invite Users and Admins

Adding users or Admins is quick and easy!

Invite Users

1. Click the gear icon and select Settings.

   

2. Under Admin Settings, select User Management.

   

3. Click the Actions button and select Invite Users.

   

   NOTE

   You can also select Invite Users via CSV if you have them all listed in a spreadsheet.

4. Enter the email addresses of the individuals you’d like to add.

   

5. OPTIONAL STEP: Add the user(s) to any team(s) they should be a part of. If you skip this part, all new members will be added to the Everyone team.

   

   NOTE

   Learn more about Teams.

6. Select the Marketo workspace you want to add the new user(s) to. If you only have one workspace, you’ll see “Default” as your option. Click Invite.

   

7. Click OK.

   

Make a User an Admin

Follow these steps to make an existing user an Admin.

1. Click the gear icon and select Settings.

   

2. Under Admin Settings, select User Management.

   

3. Find the user you’d like to make an Admin, click the Role drop-down, and select Admin.

   

Simple as that!