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A
Anonymous
August 18, 2015
Question

No access to Lead Database, but...

  • August 18, 2015
  • 2 replies
  • 2149 views

If we create a role in Marketo that is not allowed access to the Lead Database, can the user still build a Smart List over in Marketing Activities?  We want our marketing folks to be able to define the target audience for their programs, but not edit, delete, merge, export, or in any other fashion actually touch the data.

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    2 replies

    Jessica_Cross1
    Jessica_Cross1
    Level 4
    August 18, 2015

    You can create a custom role that denies access to the lead database but allows them to create assets within the Marketing Activities. I created a similar role and entitled "Marketing User," see screenshot for details.

    Josh_Hill13
    Josh_Hill13
    Level 10
    August 19, 2015

    No access to Lead Database means the user cannot see "Lead Database" and cannot directly affect the smart lists there or act on individual leads.

    They could still use those functions in Marketing Activities unless you block list import too.

    A
    AlexisHughes
    Level 3
    January 12, 2017

    I have the same question:

    If I create a user role that has access to Marketing Activities and Design Studio only, will they still be able to view any customers/leads in the Smart Lists/Lists associated with any marketing programs - and their contact information?

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