Security and Access Flashcards
How can you grant Pardot Support access?
Via email - click grant access link to locate the appropriate user group (Support) and select a date range
From Pardot - hover over person icon then select grant account access and select date range
What are the 4 default user roles?
Admin, Marketing, Sales Manager, Sales
Describe what Admins can do
Can control account settings, user management, domain management, field settings. Everything else as well.
Describe what Marketing users can do
Control over marketing modules and prospect management. Can create new lists, forms, landing pages, and send list emails. Cannot edit other users. Can import prospects.
Describe what Sales Managers can do
Have access to all prospects and visitors but no marketing modules. Can send 1:1 emails but no list emails. Can view prospects not assigned to them
Describe what Sales users can do
Only access prospects assigned to them. Can send 1:1 emails but no list emails
When can you send activation emails?
Upon user creation or through the user management table
What role do you need to be to grant support access?
Admin or Marketing
What are user groups?
Used for round robin lead assignment, even distribution
What happens when you delete a Pardot user?
Archived in recycle bin, prospects will remain assigned to deleted user so reassign and edit all automations first
How do you limit access to Pardot by IP address?
Settings > Edit > Enable IP Security. Requires users to confirm their location
How many users can you import at once?
Up to 50
How can you limit the number of prospects that a user can work with?
Pardot admins can set security limits on a per-user basis to limit the number of prospects a user can import, export, or send a list email to
