2 Replies Latest reply on Apr 5, 2016 4:42 PM by Dan Stevens.

    Security and Permission Options The Nation Craves

    Robb Barrett

      Grégoire Michel, Dan Stevens.


      Now that we know that Audit trail (Audit Trail (Vote on this Idea, not it's dupes)) is on it's way, we have the feeling that some security topics needs to be addressed, specifically in large enterprises.



      1-Making sure that the users work where they are supposed to

      These ideas related to how we can control in which spaces of a Marketo application a user can work:

      2-Better control the functionality a user has across the instance:

      This section is about better controlling the Marketo functionality a User can leverage, with regards to his maturity with the system and the organization and processes that are set. Most of these items relate to the granularity of user permissions, as described here Permissions required to send a sample?(Thx Dory Viscogliosi), here: User Permission for Removing A/B Test from Email Program (Thx Amanda Song), here: Managing user permissions / roles and approval processes (Thx Nathan Allison), here: Is there a role permission for Create Program? (Thx Jayson Cote ) and here Custom Role to prevent user NOT to edit Lead Database Smart Lists. All in all, this summarizes in a few ideas:

      3-Prohibiting users to change critical assets in the instance:

      This section is about making sure that a less experienced users cannot inadvertently modify an asset in the instance through some level or locking and permissions, as expressed here: Lock down permissions to certain forms or campaigns (Thx Amanda Cook):

      4-Security of data

      This series of ideas relate more on how we can better secure the data from being wrongfully exported and distributed to non authorized internal and external users, as more and more company become sensitive about data privacy and data ownership

      5-User management and compliance

      More and more companies would also love to see Marketo strengthening its capacity to comply with high standard or user management, documentation and compliance:


      Using Marketo within the constraints of larger security frameworks shoud also be made easier: