Setup checklist
Complete these tasks to enable functionality in your provisioned Marketo Optimizer instance.
Enable user access enable-user-access
When provisioning is complete and sandboxes are bound, configure Journey Optimizer B2B Edition access for your team and users.
Task
Details and instructions
Provide product access and permissions for users
Create a Journey Optimizer B2B Edition product profile in the Admin Console (one-time/initial setup only)
Assign the product profile to the user group in the Admin Console
Edit built-in roles or create a custom role with product permissions
Email deliverability email-deliverability
Before marketers can send email from journeys, configure the sending infrastructure for your organization, including subdomain delegation, email authentication, and channel settings.
Task
Details and instructions
Configure email deliverability and channel settings
recommendation-more-help
marketo-optimizer-help-user-guide