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Create Users

1. Go to Admin and click Users & Roles.
2. Click Invite New User.
3. Enter the Email address, First Name, and Last Name.

4. Optionally, enter a reason for the invitation and select an expiration date in the Access Expires field using the date picker.

5. 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.

6. Select the Role of your choice and click Next.

7. 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.

The new user is now listed in the Users tab and will receive an email with instructions on how to activate their account.

Note

Invitations expire three days after a new user is added.

Delete Users

1. Go to Admin and click Users & Roles.
2. Select the user you want to remove and click Delete User.
3. Confirm by clicking OK.

Reset User Passwords

1. Go to Admin and click Users & Roles.
2. Select a user and click Reset Password.
3. Click Close to dismiss the prompt.

The user will receive an email with password reset instructions.

Tip

If the user doesn't see the email in their inbox, ask them to check their junk/spam folder.

Change Permissions and Edit User Information

1. Go to Admin and click Users & Roles.
2. Select a user and click Edit User.
3. You can edit user information and change the associated role. Click Save.

Caution

If you are the only Admin in Marketo, be sure not to remove your own admin rights.

Note

If a new user is invited as an Admin, or if an Admin is deleted, all current Admins will receive an email notification.

 

Awesome work! You now know how to create a user, delete a user, reset a user's password, and edit users.