Marketo User Management Best Practices
Let's talk about user management in Marketo today! ⚡️
As an administrator, when adding users to your Adobe Marketo instance, make sure you understand their roles and responsibilities, as well as the level of permissions and access they'll require to get started.
It is best to create new or change existing roles in Admin > Users and Roles to ensure that people assigned to the roles have ONLY the necessary permissions and access to Marketo resources.
The key is to follow the principle of the least privilege: a user should only be given those privileges that they absolutely need to complete their job. If a user does not need access/permission for a resource, they should not have that right. Period.
Ex. - The analytics team has no business with the permissions to create programs, campaigns, send emails, etc., and hence the role associated with their user profiles should only allow them to access the Analytics section and/or RCE.
For users new to the platform, make sure that they first receive training for their role, and then get upgraded to the role they should be in. Certain orgs need their employees to pass the certification exam to be given advanced permissions and rights, which seems fair!
The processes and prerequisites may be subjective and vary from organization to organization, but adhering to Marketo's best practices should remain consistent.
As an admin, the last thing you want is to comb through the audit trail every other day to find out who did that update that broke x in Marketo or sent out an email blast to the entire database! 😱