Pardot Knowledge Base

Updating Personal Settings

Last Updated: Jan 05, 2016 | Print this Article
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.

User Preferences

Editing Account Information

If you're an admin user in Pardot you can change basic information about your company, and designate points of contact for Product and Service Notifications. To edit account information, click Edit Account. See Account Settings Reference for details about each available setting. 

Note: The address information in account settings populates the %%account_address%% variable tag when sending emails.

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.

Need more? Start a conversation with other Pardot users in our Success Community