Grant Marketo Access to Users

Last update: 2023-07-21

Follow the steps in this article to grant your Sales Insight Actions users access to the Marketo connection. This will unlock features such as Interesting Moments in the Live Feed and access to Marketing Campaigns.

You’ll need to invite users to Sales Insight Actions before they’re visible in the Marketo > Team Access page (in Sales Insight Actions), where access to the Marketo connection is granted.

CAUTION

Please wait ten minutes after connecting Sales Insight Actions with Marketo before performing these steps.

  1. Click the gear icon and select Settings.

  2. Under Admin Settings, click Marketo.

  3. Click the User Access tab. Select one or more users, then click Connect.

    NOTE

    You can only do the workspace assignment once at the time of granting access to users. After it’s set, you’ll have to disconnect the user in order to change it.

  4. If your Marketo subscription has workspaces enabled, you’ll be able to assign workspaces to each user or set of users in bulk. If no workspaces are selected, we’ll assign them to the Default Marketo workspace.

    OPTIONAL STEP: Click the Workspace drop-down and select your desired workspace(s).

  5. Click Connect.

You can add additional users from the Team Management page and follow the steps above to get them connected.

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