Working with Partners and Marketo Support

Document created by Garret Ferguson on Dec 11, 2018Last modified by Kenneth Law on Jun 17, 2019
Version 6Show Document
  • View in full screen mode

Partner Support Access is an option available for customers working with designated third party Agencies to grant delegation of authority during a consulting engagement without having to add them as an Authorized Contact. Approving a Partner Support Access request allows an Agency to:

  • Open a Support Case for your Marketo subscription either under their own name or the name of any Authorized Contact.
  • Approve login access for Marketo Support to your Marketo subscription
  • Request changes to the layout or functionality of your Marketo subscription (e.g., Create/Update/Merge/Delete Custom Fields, update CRM Sync interval, custom dedupe, custom sync filter, etc)
Note: Partner Support Access does NOT give any Agency account-level permission. Agencies are unable to make changes to Authorized Contacts or any contract related portions of your Marketo subscription.

 

How to review a Request

When a third party Agency requests permission for Partner Support Access an email will be sent to the Customer Admin for your subscription. The Customer Admin will then need to approve or deny the request by using the following steps:

 

1. Log into the Marketo Community and click Support, then click on the Submit a Case button.

 

2. Once the Case Application loads, click Partner Support Access

 

 

3. Click in the dropdown menu for Partner Duration and select the appropriate response

  1. No – denies the request. Third party Agency will not be given delegation of authority.
  2. Yes for 60/180/365 days – approves the request, providing delegation of authority for the designated length of time selected.

 

4. Click Submit

 

Granted permission can be revoked at any time by accessing the “Partner Support Access” tab and removing the permission.

Attachments

    Outcomes