Creating Users and User Role Types in Pardot Account Engagement
Posted: Sun Dec 22, 2024 8:39 am
When you are doing the first Pardot configurations, it is important to focus on reviewing what role and user management is going to be carried out. Role management allows you to control who can access what information and what actions can be performed within the platform.
In this article, we'll explore the different types of user roles in Pardot , as well as ways to create custom roles and create users in Pardot Account Engagement .
Types of User Roles in Pardot
Pardot offers several predefined user roles that telegram philippines attempt to cover the most common needs of companies using the platform. Each user type has specific permissions:
Administrator
Full access to all Pardot settings and features .
You can create, edit and delete users.
Ideal for users who need to manage and configure their Pardot account.
Marketing
Access to marketing features such as list building, forms, landing pages and email sending.
Control over potential customer data.
Perfect for marketing teams that work with the tool daily.
Sales Manager :
Access to prospect information and sales reports.
You can view and edit leads, but you cannot access marketing settings.
You can send one to one emails.
Suitable for sales managers who need to monitor and manage leads.
Sales :
Limited access , mainly to viewing assigned prospects.
You can view and update prospect information and send one to one emails.
Designed for sales reps who only need to interact with the leads assigned to them.
Custom :
Specific permissions defined by an administrator.
The above roles may vary in access and capabilities depending on the needs of the organization.
In this article, we'll explore the different types of user roles in Pardot , as well as ways to create custom roles and create users in Pardot Account Engagement .
Types of User Roles in Pardot
Pardot offers several predefined user roles that telegram philippines attempt to cover the most common needs of companies using the platform. Each user type has specific permissions:
Administrator
Full access to all Pardot settings and features .
You can create, edit and delete users.
Ideal for users who need to manage and configure their Pardot account.
Marketing
Access to marketing features such as list building, forms, landing pages and email sending.
Control over potential customer data.
Perfect for marketing teams that work with the tool daily.
Sales Manager :
Access to prospect information and sales reports.
You can view and edit leads, but you cannot access marketing settings.
You can send one to one emails.
Suitable for sales managers who need to monitor and manage leads.
Sales :
Limited access , mainly to viewing assigned prospects.
You can view and update prospect information and send one to one emails.
Designed for sales reps who only need to interact with the leads assigned to them.
Custom :
Specific permissions defined by an administrator.
The above roles may vary in access and capabilities depending on the needs of the organization.