Pardot Knowledge Base

User Management

Users Overview

This article covers how to manage users in Pardot, by giving each a role: administrator, marketing, sales manager, or sales. For a list of all default role permissions, see What roles should I select for my use...

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What roles should I select for my users?

Pardot allows you to control the level of access for each individual user by choosing one of the following Roles. Following the Role description you will see the access level for each module within Pardot. A...

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Custom User Roles

Note: Custom User Roles are included with Ultimate edition and available as an add-on for Pro editions. Check with our Advocate Team or your implementation specialist if you would like to add it to your account...

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Importing Users

Importing users allows you to create a large number of users by uploading a .csv file with their information. Although Email Address is the unique user identifier, imports require these headers: Email Address, ...

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Deleting Users

At some point, you may need to delete a user from your Pardot account. There are a couple things to keep in mind during the process of deleting a user. When you delete a user, the user is archived in the Recycl...

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User Table Actions

Administrators can apply actions to Pardot users using table actions in the same way as you would to prospect tables. Table actions can be applied to the whole user table (using the checkbox at the the top l...

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User Groups Overview

User Groups are used for round-robin lead assignment. For example, you may create a group called "Southeastern Sales Reps" and when you assign to that group, Pardot will automatically give the lead to one of th...

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