Managing Marketo Users

Last update: May 20, 2024
IMPORTANT
This article is only for those who do not use Marketo with Adobe Identity. If you do, please follow the steps in this article.

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.