Re: what kind of access do outside vendors have in creating newsletters for our company?

Anonymous
Not applicable

what kind of access do outside vendors have in creating newsletters for our company?

We're looking into have our newsletter provider create the article web pages and the email newsletter through Marketo. How do we give this vendor access to our program to create the email and web pages?
Tags (1)
4 REPLIES 4
Kimi_Heskett1
Level 9 - Champion Alumni

Re: what kind of access do outside vendors have in creating newsletters for our company?

You should look into workspaces for something like this. http://community.marketo.com/MarketoDeepDive?id=kA5500000008QMtCAM
Courtney_McAra4
Level 4

Re: what kind of access do outside vendors have in creating newsletters for our company?

Another option is to create a Role for them with limited access  - perhaps they can only access Design Studio for creating and designing things, but can't access Marketing Activities or Lead Database.  

Here's a great article that explains how this works.
http://community.marketo.com/MarketoArticle?id=kA050000000KypBCAS#create-a-new-role

Best of luck!
Anonymous
Not applicable

Re: what kind of access do outside vendors have in creating newsletters for our company?

You will also want to consider setting up a unique role for this group to limit their functionality, regardless of workspace, unless you are expecting them to be a fully functional contributor. Personally, I'd give them build rights but not send - one misfire can be a credibility hit.
Anonymous
Not applicable

Re: what kind of access do outside vendors have in creating newsletters for our company?

We have some vendors working for us, and I created seperate roles for them. You don't want them to edit your leads, or see your opportunities of course.