Invite Users and Admins invite-users-and-admins
Adding users or Admins is quick and easy!
Invite Users invite-users
-
Click the gear icon and select Settings.
-
Under Admin Settings, select User Management.
-
Click the Actions button and select Invite Users.
note note NOTE You can also select Invite Users via CSV if you have them all listed in a spreadsheet. -
Enter the email addresses of the individuals you’d like to add.
-
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 note NOTE Learn more about Teams. -
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.
-
Click OK.
Make a User an Admin make-a-user-an-admin
Follow these steps to make an existing user an Admin.
-
Click the gear icon and select Settings.
-
Under Admin Settings, select User Management.
-
Find the user you’d like to make an Admin, click the Role drop-down, and select Admin.
Simple as that!