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. (image for position only)

Enter a reason for the invitation, and provide an expiration date. (image for position only)

 

 

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

When the expiration date arrives, the new user receives notification, and the account is locked (not deleted). The admin can unlock the account if necessary.

Select the Role of your choice and click Next.

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 user will receive an email with instructions on how to activate their account.

Delete Users

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

Reset User Passwords

Go to the Admin area and click on Users & Roles.
Select a user and click on Reset Password.
Click Close to dismiss the prompt.

The user will receive an email with password reset instructions.

If the user complains about not having received the email, ask them to check their junk folder in case it landed there.

Change Permissions and Edit User Information

Go to the Admin area and click on Users & Roles.
Select a user and click on Edit User.
You can edit information, change the associated Role and click Save.

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

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.