Follow these steps to provide users access to Account Insight.
1. Click Admin.
2. Click Users & Roles in the tree. Then click the Sales Users tab, and Invite New Sales User.
There are two ways to invite users: By CRM or by email. In this example we'll use Invite by CRM.
When inviting new (non-Marketo) users via the CRM user list, you can invite multiple people at a time. Invite by email is 1 for 1.
3. Click the CRM User drop-down and select the desired user.
If you choose Invite User by email, simply enter their first name, last name, and email address, and continue to step 4.