I have a question about limiting data access for certain users. We've tried restricting data access which partially worked; I was able to restrict user A from viewing data in terms of smart list etc, however user A was still able to view data (Name, email add, etc) under reports.
Any idea how to restrict complete data access?
The only possibility for this is to use workspaces and partitions, which may have a cost. Once you have this option set up you can have the users restricted to some workspaces, which themselves will have only access to some of the partitions.
-Greg
WS/LP can work in the right circumstances, such as Customer vs. Lead data or regional breakdowns. Marketo isn't setup well for this type of lockdown, so it's a good Idea to post.
However, you can do some more work with Roles