NOTE: In order to manage authorized support contacts you must be set up as a SUPPORT ADMINISTRATOR on your support entitlement with Marketo.
IMPORTANT BEFORE YOU FOLLOW THE STEPS BELOW: Our system is particular about how each User needs to access the Support Portal. Simply going straight to the nation.marketo.com will not have the desired result.
Each User must access the Support Portal from your instance and set up their profile first.
This can be done by logging into your Marketo instance and either clicking on the Community button in the upper right-hand corner of your instance. The user will be brought to a page where they will need to pick their Username and fill in their First & Last name and then save.
Users will not show up in the list of available users to be added as Authorized Support contacts until these steps are completed.
Below is an example image of the community link each user must click:
This will bring you to the Community page (https://nation.marketo.com/), where they can complete their profile set up. This community button is also how you will reach the Support Portal to create cases if you are an Authorized Support Contact
From the Support page Support Admins will proceed to follow these steps to manage Authorized Contacts:
1. Log into the Marketo Community and click Support.
2. Click Manage Authorized Contacts to approve or disapprove authorized contacts.
(Reminder: This button will not appear unless you are the Support Admin for your Support Entitlement)
3. The top of the Manage Authorized Contacts page provides information about contact totals. If the Allow Marketo Support to Add Authorized Contacts is checked, it means that the customer has granted permission to Marketo Support to add authorized contacts.
4. To authorize a contact, check the Is Authorized checkbox next to the contact's name.
In order to appear on the list of available contacts, the user must have clicked Community (while logged into Marketo) at least once and created a profile.
5. To un-authorize a contact, click the Authorized checkbox next to a contact name to clear the checkmark. Click OK in the popup.
If a contact on the list is no longer an employee at your company or that person does not need to manage cases, you can remove a contact from the listing entirely, by deselecting the Authorized box, and selecting the No Longer checkbox. Click OK in the popup.
Great! You can now manage Authorized Contacts for your account.
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