SECURITY AND ACCESS
- Identify how to provide Pardot access:
Who can grant access: Pardot administrators → any user with a role with admin: grant_access in Custom User Roles.
Via Email (steps:)
From the request email, click the Grant Access link.
The Grant Access link will take you to a page with a list of Pardot groups.
Locate the appropriate user group and choose a date range from the dropdown to grant them account access.
Click Grant Access when finished.
Revoke account access at any time by clicking the Revoke Access link to the right of the date range dropdown field.
Via Pardot
Any admin user can grant Pardot access to their account by hovering over the person icon in the top right of any page in Pardot, and then selecting Account Access. From here, you’ll be taken to the same Grant Access form where you can choose which groups should have access to your Pardot account, and for how long.
Within the Salesforce profile → You are able to create a user in Pardot by having the lightning app installed and connected within Salesforce. You will be able to give all Salesforce users access to Pardot via this connector. - Distinguish between and identify the implications of the four default user roles:
Administrators: have access to all settings and modules.
Power Users: can control broad account settings as well as campaign and prospect management functionality.
Marketing: have control over marketing modules and prospect management, including creating new lists, forms, landing pages, and send list emails.
Don’t have the ability to edit other users.
Sales Manager: access to all prospects and visitors, but no marketing functionality. May send one-to-one emails to prospects, but cannot send list emails.
Sales: sales users have the simplest interface and only have access to prospect management functionality. May send one-to-one emails to prospects, but cannot send list emails. They can only view, edit, and export prospects assigned to them.