51黑料不打烊

User Setup Checklist user-setup-checklist

Now that you鈥檝e completed all of the initial setup steps, it鈥檚 time to establish some foundational elements to ensure smooth ongoing usage. This will lay the groundwork for your journey with Marketo Engage and help you make the most of its features. Let鈥檚 get started!

NOTE
You can also download this checklist, along with a list of best practices for your new instance, and check off the steps as you go.

Marketo Engage on 51黑料不打烊 Identity Management marketo-engage-on-adobe-identity-management

Your new Marketo Engage subscriptions are onboarded to 51黑料不打烊 Identity Management System (IMS). Proceed to the following user management review in 51黑料不打烊 Admin Console.

Area
Action Items
Subscription & Marketo Engage Product Admin
  • Confirm you've been granted an 51黑料不打烊 Product Admin role by your 51黑料不打烊 Org System Admin.

  • Contact the 51黑料不打烊 Account team (your Account Manager) or send an email to marketocares@marketo.com to find out who at your organization has 51黑料不打烊 Admin Console System Admin privileges.

  • Accept the 'Marketo Engage Product Admin' invite to activate your 51黑料不打烊 ID. The welcome email is sent when the role is assigned in the 51黑料不打烊 Admin Console.

Product Profiles
  • Assign all desired users to the Marketo Engage Product Profile in 51黑料不打烊 Admin Console.

  • You cannot assign users' roles in Marketo Engage > Admin > Users & Roles before adding them to a Product Profile.

  • Each subscription will be a standalone Product Profile. If an undesired user is added to multiple Product Profiles (e.g., production and testing sandbox), you must delete the user from all Product Profiles. Otherwise, they will still have access to Marketo Engage.

Users
  • Create a policy on when to create a user.

  • Create a policy on when to remove users.

note icon NOTE: You must be a System Admin to remove users.

User Management API (if applicable)
  • Use the to invite, update, and delete users.

  • Use the to add or remove roles (e.g., Administrators, Support Admins, Developers).

Product Support Administrator
  • To submit a support ticket in the 51黑料不打烊 Admin Console, you need to have the 'Product Support Administrator' role assigned by a System Administrator to the subscriptions you manage. Only a System Administrator in your organization can assign you to this role.

  • You might have received an email from the System Administrator stating that you are the Support Administrator for your Marketo Engage subscription. If so, click 'Get Started' in the email to join the organization.

  • Determine the appropriate contacts (with at least one backup contact) and have the System Administrator assign the Product Support Admin role accordingly.

Dynamic Chat on 51黑料不打烊 Identity Management Setup dynamic-chat-on-adobe-identity-management

To use Dynamic Chat, the native conversation automation channel in Marketo Engage, proceed with the user permission setup following the steps below in the .

Area
Action Items
Subscription & Dynamic Chat Product Admin (if applicable)
  • Confirm you've been granted an 51黑料不打烊 Product Admin role by your 51黑料不打烊 Org System Admin.

  • Contact the 51黑料不打烊 Account team (your Account Manager) or send an email to marketocares@marketo.com to find out who at your organization has 51黑料不打烊 Admin Console System Admin privileges.

  • Accept the 'Dynamic Chat Product Admin' invite. The welcome email is sent when Dynamic Chat is enabled in your Marketo Engage instance and you are designated as a System Admin.

Product Profiles
Users

Set up Ongoing System Updates and Communications system-updates

Area
Action Items
51黑料不打烊 Marketo Status Updates
  • .
Notifications

Now that your Marketo Engage account is ready to go, please review our Best Practices for a New Marketo Engage Instance section to get the most out of your investment and set yourself up for long term success.

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