Knowledge Base

Marketing Cloud

Managing Users and Permissions in Marketing Cloud

Although a Marketing Cloud account consists of only one Admin account, a user can perform similar roles to that of an Admin, allowing numerous users to manage the account.

📋 Note: Since we are introducing a Unified Platform (Marketing + Service Cloud) to our Maropost accounts, existing and new users who have purchased both Marketing and Service Cloud from us can manage their user privileges from the Users & Permissions module itself.

Adding a New User

To add a new user to the Marketing Cloud Platform, follow the below steps:

Log in to your Marketing Cloud account, then click your profile drop-down menu and select Users and Permissions.
The Users and Permissions page opens displaying a list of all the existing users who have been given access by the Admin to manage the features present on the platform. To add a new user, click on Invite.
On the Add User slider, enter the user's email address since it is a mandatory process.
Permissions are categorized into General, Marketing, and Service fields. Under the General section, you can assign either a view only or full access to a user.

📋 Note: Depending on your subscription with Maropost, the General, Marketing, and Service fields will be enabled or disabled.
If you want a user to be a point of contact for communications from Maropost, set the user as a Primary Contact.

📋 Note: A Marketing Cloud Platform can only have one primary contact per account.
Under the Marketing section, you can grant/revoke a user's permission to access the Marketing Cloud entirely, by toggling the Access permission between ON or OFF.
You can also assign specific roles to users in handling Marketing Cloud modules. You can provide full, partial, or even revoke access to sections such as Campaigns, Content, Reports, Audience, etc.
Authorization can be granted or revoked for the remaining Marketing Cloud modules. Save the changes that you have made.
If you have purchased a Service Cloud package from Maropost, you can grant full or partial access to users. To learn more about the various access controls present in a Service Cloud Platform, kindly read our Users and Permissions page in the Service Cloud section.

Managing Users and Permissions

On the Index page, the user list is displayed as follows:
User-added image

Email: It mentions the Email Address of the user.
Access: Displays for which platform the user has access.
Role: Displays the status of an agent within the operations team. An agent can be an Admin, a primary contact, or a user.
Actions: This section allows you to Edit, Duplicate, or Delete a user from the list.

📋 Important Note: Admins cannot be deleted from the list.

Marketing Cloud User Privileges

Campaigns

A user who has this permission can browse the campaign index page and create new campaigns and A/B Campaigns. Existing campaigns (recurring, planned, and campaigns kept merely as drafts) can also be edited by the user. A campaign that has already been sent, however, cannot be changed or deleted by the user.

A user can view the reports and in-depth graphs specific to a campaign by using the campaign show page. However, they won't be able to see the ‘Overlay'.

Also, the Admins can decide whether the user needs to have full access to the campaigns module or only needs to have limited control depending on the roles assigned to them. To learn more about the access levels available in campaigns, visit and read our Access for Campaign creation page.

Content

With this privilege, a user will be able to access all the features present under the ‘Content’ menu, such as:

Templates

View template library.
Add templates.
Edit templates (only if given user-level privileges during the creation process.)
Delete templates (same as above.)
Preview existing templates.
Create content from templates.
Add template.

Contents

Create new content.
Edit existing content.
Delete existing content.
Duplicate existing content.
Preview content.
Click ‘Send Campaign’ below the content name, it opens a new campaign page.

Image Library

View image library.
Create new folders.
Add images.

Footer Management

Add a new footer.
Edit existing footers.
Delete an existing footer.
Preview the footer and set them as default.

Reports

With the help of this access, users can now view, filter, create, export, and download the following reports as shown below:

Campaign reports
A/B campaign reports
Test campaign reports
Workflow reports
Website reports
Year-to-date reports
Custom reports

Audience (contacts)

Users having the full privilege of this section can access, manage, create, and export Lists and segments. Some of the additional tasks are described below:

Lists

Create new lists
Edit lists
Delete lists
Import contacts into lists
View contacts present in the lists
Delete and edit contacts present in the lists
Access the contact show page from the lists
Refresh lists to see the latest count

Fields

Create new custom fields
Edit custom fields
Delete custom fields
Edit default field value

Tags

Create new tags
Edit tags
Delete tags
Import contacts into tags

Brands

Add new brands
Edit brands
Access list details from within a brand

Segments

Create new segments
Edit segments
Delete segments
Duplicate segments

Survey

With this permission, the user can edit, preview, and delete existing surveys as well as create new ones. The Web tracking field is visible to the user, but it won't appear until they have access to surveys or forms.

Automation

With this privilege, the user can access workflows and cleansing rules.

Forms

With the help of this permission, the user can access forms and various actions associated with them such as:

Create a new form
Preview forms
Check HTML code for forms
Edit and delete forms
Export pending contacts from double opt-in forms

Relational Tables

Users having privileges in this section can access Maropost relational tables and SQL Queries.

Tables

Create a new table
Edit existing tables
Delete and duplicate existing tables
Import contacts into tables
Export contacts from tables

SQL Queries

Create new SQL queries
Edit and delete existing ones
Export and execute

Mobile

The user has full access to all mobile-related features with this privilege.

Push Notifications

With this privilege, the user can access the push notifications in your account.

Coupon Codes

When Admins grant users, access to this section, they can create and manage coupon codes in their accounts.

DNS Setup

Once access is provided, users can configure and set up the DNS domains that are required for sending email campaigns from their accounts. To know more, kindly read our DNS Setup page.

FTP Upload

With this privilege, the user will be able to import contacts using FTP upload.

📋 Please Note: When enabled, the SFTP Access tab is available on the Connections page.