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Create Users

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

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

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Click Next.

Marketo tip

An expiration date is great for short-term external stakeholders or consultants, who need Marketo access only for a brief time.

Marketo note

When the expiration date arrives, the user receives expiration notification, and the account is locked.

Select the Role of your choice and click Next.

Verify the message is OK, or edit it if necessary. Click Send.

Marketo note

The Email/Login needs to be unique, if you have used it already 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.