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Create Users

Go to Admin and click Users & Roles.
Click 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 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 an expiration notification and their account is locked.

Select the Role of your choice and click Next.

Make edits to the invitation message if necessary. Click Send.

Marketo 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.

Marketo note

Invitations expire 1 week three days after a new user is added.

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