Download Pardot Implementation Checklist
Posted: Mon Dec 23, 2024 6:48 am
There’s a full breakdown of the exact modules each default user role has access to on the Salesforce support site.
Free Implementation Checklist
Set yourself up for marketing automation success with this step-by-step checklist for implementing Account Engagement (aka Pardot).
Technical setup
Marketing insights
Integrating with Sales Cloud
Syncing prospect data
Scoring & grading
Lead assignment
3D eBook cover with text Pardot Implementation Checklist
Why create a custom user role?
The out-of-the-box user roles in Pardot may suit you costa rica phone numbers example fine but in many cases, you may need to tweak the permissions for specific roles.
For example, you might like your Sales users to have access to the Marketing Calendar on their dashboard, purely for information purposes.
Within the default user roles, only Administrators can send operational emails in Pardot but you may trust Marketing users in your team with this responsibility and therefore, you’ll need a custom user role to allow permissions.
Likewise, you may have different seniority levels in your marketing team and need to restrict permissions based on this; preventing junior members from creating or editing email templates but ensuring senior team members have the ability to do so.
In short, creating custom user roles in Pardot gives you the power to give and remove permissions that are tailored to your business structure and needs.
How to create custom user roles in Pardot
Custom user roles are only available in Advanced editions, or Plus editions with an additional fee.
There are two options: start from scratch or simply clone a default user role and modify it as needed.
If you just need to edit a couple of permissions and the user roles will therefore remain largely unchanged, the latter is probably the fastest and easiest way.
If, however, you want to fully customise new user roles for your team members, you can create them from scratch. Naturally, only Administrators can create custom roles.
To create one, follow these steps:
Free Implementation Checklist
Set yourself up for marketing automation success with this step-by-step checklist for implementing Account Engagement (aka Pardot).
Technical setup
Marketing insights
Integrating with Sales Cloud
Syncing prospect data
Scoring & grading
Lead assignment
3D eBook cover with text Pardot Implementation Checklist
Why create a custom user role?
The out-of-the-box user roles in Pardot may suit you costa rica phone numbers example fine but in many cases, you may need to tweak the permissions for specific roles.
For example, you might like your Sales users to have access to the Marketing Calendar on their dashboard, purely for information purposes.
Within the default user roles, only Administrators can send operational emails in Pardot but you may trust Marketing users in your team with this responsibility and therefore, you’ll need a custom user role to allow permissions.
Likewise, you may have different seniority levels in your marketing team and need to restrict permissions based on this; preventing junior members from creating or editing email templates but ensuring senior team members have the ability to do so.
In short, creating custom user roles in Pardot gives you the power to give and remove permissions that are tailored to your business structure and needs.
How to create custom user roles in Pardot
Custom user roles are only available in Advanced editions, or Plus editions with an additional fee.
There are two options: start from scratch or simply clone a default user role and modify it as needed.
If you just need to edit a couple of permissions and the user roles will therefore remain largely unchanged, the latter is probably the fastest and easiest way.
If, however, you want to fully customise new user roles for your team members, you can create them from scratch. Naturally, only Administrators can create custom roles.
To create one, follow these steps: