Marketo User Roles and Email Add-in license | Community
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A
Anonymous
January 16, 2015
Question

Marketo User Roles and Email Add-in license

  • January 16, 2015
  • 4 replies
  • 1658 views
Do I have to make a sales person a Marketo user before issuing an Email Add-in license? If so, I want them to have almost zero rights to do anything in Marketo. Is there a role that is virtually read-only? I just want sales people to be able to install the Gmail plugin so they can "Log to Marketo." I don't want them to have a login to Marketo.

Advice?
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4 replies

Kristen_Malkov1
Kristen_Malkov1
Level 7
January 16, 2015
They don't need to be part of Marketo. Go to the sales insights part of admin, click on "Email Add In" tab, then click issue license and type in their email addresses. They'll receive instructions on what to do.
    A
    Anonymous
    January 16, 2015
    Hi Kristen. When I did that, and they clicked on the link to start the process the first screen that popped up was the Marketo login screen. :(  
    Kristen_Malkov1
    Kristen_Malkov1
    Level 7
    January 16, 2015
    AH! Could be because the links to the articles are generated in the community, which often requires a login. 
    They should be redirected to this: 
    https://community.marketo.com/MarketoArticle?id=kA050000000L9EwCAK

    As you can see from the instructions, it doesn't require a login. If you screen shot those instructions then send them out to those who you've issued licenses to, that should help! Also, you should post this as an idea! (IE Instructions for installing the add-in that are hosted on a site outside of the community so they can access them) :)

     
    A
    Anonymous
    January 16, 2015
    Perfect! Thanks Kristen.
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