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User Management in Pardot

Pardot admins can create and update Pardot users, he can update some of his own settings and preferences. To simplify user management in Pardot, Salesforce recommend setting up Salesforce User Sync. Join us and learn about user management in Pardot.

Salesforce Profile – Pardot Role Mapping

Salesforce ProfilePardot Role
Sales UserSales Manager
Marketing UserMarketing
Pardot Admin*Administrator
System AdministratorAdministrator

User roles in Pardot

Pardot allows you to control the level of access for each individual user by choosing one of the following Roles. Following the Role description, you will see the access level for each module within Pardot. Pardot includes four default user roles.

AdministratorMarketingSales ManagerSales
Dashboard Full Access Full Access Prospect Table Only Prospect Table Only
Marketing Full AccessFull Access: Except Folder PermissionsNoneNone
Prospects Full Access Full Access Full Access: • 1:1 Emails only Limited to: • Prospects Owned • 1:1 Emails only
Reports Full Access Full Access Full Access Limited to:  • Conversion • Lifecycle • Scoring  • Categories • Video
Admin Full Access Limited to:  • Imports • Recycle Bin • View Users/Groups Limited to:  • Recycle Bin  • View Users/GroupsNone

Create user in Pardot

We can create user in Pardot with desired role. Pardot allows to map a users with respect to Salesforce CRM user.

  1. Navigate to Pardot Settings > User Management > Users.
  2. Click +Add User.
  3. Enter First Name: Amit
  4. Enter Last Name: Chaudhary
  5. Enter Email address: amitchaudhary@apexhours.com
  6. Uncheck Send Activation Email.
  7. Select Time Zone that matches your region
  8. Select a Salesforce user from the CRM Username drop-down menu (optional).
  9. Select Role: Sales Manager
  10. Click Create user.
  11. Click dropdown arrow button and then Enabled salesforce.com SSO (optional).
    1. Only configure this if you linked to the Salesforce user during creation.

Enabling Single Sign-On

If you are a Salesforce user, you can enable Single Sign-on for your users.

  • select the users.
  • select Enable single sign-on with CRM from the drop-down menu at the bottom of the table.
  • When successfully enabled, a blue wrench icon will appear next to the user’s CRM username

Recording

Comments(3)

  1. Reply
    Ketan says:

    Thanks Kyati for User Management & configuration session .. it really helps.

  2. Reply
    Dilip B says:

    Thanks for User Management Session..

  3. Reply
    Harshil Rathi says:

    Thanks for the session

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