Your personal settings are easy to view and edit in Pardot. If your account was set up by an administrator, you may need to fill in some details to make your profile more complete. This will be important for creating your email templates and communicating with prospects.
Position your cursor over your email address on top right of the screen and then click Settings
. From here you can update your personal settings. You can obtain your User Key on this page for use with the Pardot API
Editing User Information
To change basic information about yourself, click on Edit my user information
. You can enter new information for your name, email, password, security question, time zone, role and CRM username (what you use to log in to your CRM - typically your email address). You can also add HTML and Text email signature
content that can be automatically included in emails
sent from Pardot. This option is available to all users.
Editing User Preferences
If you want to change additional preferences such as email notifications, click on Edit my user preferences
. You can now select your email preferences for staying up-to-date on new prospects. We have several alert notifications
that can be enabled and modified. This option is available to all users.
Editing Account Information
If you're an admin user in Pardot, you can also change basic information about your company, click on Edit Account
. The address information here pulls in through the %%account_address%% variable tag
when sending emails. You can now enter information including company name, address and website. This option is available only to admin users.
Setting your CRM / Pardot Single Sign-on
With your Salesforce or SugarCRM username set in your basic user information, you can enable single sign-on between Pardot and your CRM. NetSuite and MSCRM do not currently allow single sign-on with Pardot. Simply click verify now
next to your CRM username. When prompted, enter your Salesforce or SugarCRM password. You will receive a message letting you know whether or not this was successful. It is possible for Pardot admins to enable single sign-on for multiple users at once.