Roles Documentation

Anonymous
Not applicable

Re: Roles Documentation

We are planning on updating this page with more content.

Amy_Lepre
Level 7

Re: Roles Documentation

Any idea what permission to give a user to allow them to send a test email, but not edit the email (in Marketing Activities)?

Anonymous
Not applicable

Re: Roles Documentation

Send a Sample Email - Marketo Docs - Product Docs

Looks like you need single flow actions. I would be careful who you give that to.

Robb_Barrett
Level 10

Re: Roles Documentation

Which permission is prohibiting my users from being able to export a smart list or create a custom view of a smart list?  Any ideas?

Anonymous
Not applicable

Re: Roles Documentation

Probably Export Lead under Access Lead Database for the export. For the custom view, I'm not sure, but I would try making sure they have access to the lead database.

Anonymous
Not applicable

Re: Roles Documentation

HI,

Just sharing how to turn on "Email Insights" for a role as I found it is not currently documented in either of these -

http://docs.marketo.com/display/public/DOCS/Descriptions+of+Role+Permissions

http://docs.marketo.com/display/public/DOCS/Email+Insights

and there is not a checkbox specifically for it.

You have to tick Access Analytics. Do not have to tick any of the check boxes below.

Capture-UserSettings.PNG

This then shows as a tile and drop down option -

Capture-CampaignCoordinatorUser.png

Cheers!