Invite Users and Admins
- Topics:
- Sales Insight Actions
Adding users or Admins is quick and easy!
Invite Users
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Click the gear icon and select Settings.
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Under Admin Settings, select User Management.
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Click the Actions button and select Invite Users.
NOTEYou 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.
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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.
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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.
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Click OK.
Make a User an Admin
NOTEFollow these steps to make an existing user an Admin.
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Click the gear icon and select Settings.
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Under Admin Settings, select User Management.
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Find the user you’d like to make an Admin, click the Role drop-down, and select Admin.
Simple as that!