Pardot Knowledge Base

What roles should I select for my users?

Last Updated: Feb 23, 2017 | Print this Article
 

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.

Pardot includes four default user roles: Administrator, Marketing, Sales, and Sales Manager.

Administrators

Administrators have access to all settings and modules.

Marketing

Marketing users have control over marketing modules and prospect management, including creating new lists, forms, landing pages, and send list emails.

Sales Manager

Sales Managers have access to all prospects and visitors, but no marketing functionality. Sales Managers may send one-to-one emails to prospects, but cannot send list emails.

Sales

Sales users have the simplest interface and only have access to prospect management functionality. Sales users may send one-to-one emails to prospects, but cannot send list emails. They can only view, edit, and export prospects assigned to them.

Admin Marketing Sales Manager Sales
Dashboard
Prospects Analytics Graphic View View No access No access
Prospects Table View all View all View all View only prospects assigned to self
Identified Companies Table View View No access No access
Marketing Calendar View, Create/Edit Custom Events, Delete Custom Events View, Create/Edit Custom Events, Delete Custom Events No access No access
Marketing
Automation Rules View, Create/Edit, Delete, Resume View, Create/Edit, Delete, Resume No access No access
Campaigns View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Content View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Drip Programs View, Create/Edit, Delete, Resume, View Report View, Create/Edit, Delete, Resume View Report No access
Emails View, Create/Edit, Delete, Send to List, Send One-to-One, View Report, Send Operational View, Create/Edit, Delete, Send to List, Send One-to-One, View Report Send One-to-One, View Report Send One-to-One
Email Templates View, Create/Edit, Delete, View Report, View templates not assigned to self View, Create/Edit, Delete, View Report, View templates not assigned to self View Report No access
Email Preference Page View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Email Unsubscribe Page View, Create/Edit View, Create/Edit No access No access
Engagement Studio View, Create/Edit, Delete View, Create/Edit, Delete View Only No access
Events View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Forms View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Form Handlers View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Landing Pages View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Multivariate Tests View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Layout Templates View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report No access No access
Search Marketing: Keywords View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Search Marketing: Keywords View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Search Marketing: Competitors View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Search Marketing: Natural Search View Report View Report View Report No access
Search Marketing: Paid Search View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Segmentation: Lists View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Segmentation: Rules View, Create/Edit, Delete View, Create/Edit, Delete No access No access
Segmentation: Tags View, Create/Edit, Delete View, Create/Edit, Delete View, Create/Edit View, Create/Edit
Segmentation: Profiles View, Create/Edit, Delete View, Create/Edit, Delete No access
Social Posts View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Site Search View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Video View Report View Report View Report View Report
Webinars View, Create/Edit, Delete, View Report View, Create/Edit, Delete, View Report View Report No access
Prospects
Conversions View Report View Report View Report View Report
Prospect View, Create/Edit, Delete, View prospects not assigned to self, Assign/Reassign, Import, Export, Configure Fields, Toggle Opt-In Status View, Create/Edit, Delete, View prospects not assigned to self, Assign/Reassign, Import, Export View, Create/Edit, Delete, View prospects not assigned to self, Assign/Reassign, Export View, Create/Edit, Delete, Assign/Reassign, Export (only prospects assigned to self)
Prospect Accounts View, Create/Edit, Delete, View accounts not assigned to self, Assign/Reassign, Export, Configure Fields View, Create/Edit, Delete, View accounts not assigned to self, Assign/Reassign, Export View, Create/Edit, Delete, View accounts not assigned to self, Assign/Reassign, Export No access
Opportunities View, Create/Edit, Delete, Import, Export, View Report, Configure Fields View, Create/Edit, Delete, Export, View Report View, Create/Edit, Export, View Report View, Create/Edit, Export
Visitors View, Create/Edit View, Create/Edit View No access
Reports
All Reports View all View all View all View Conversions, GoodData, Lifecycle, Scoring Categories (for their assigned prospects only), and Video reports
Administration
Overview View No access No access No access
Account Edit Settings, Grant Access to Pardot Employees Grant Access to Pardot Employees No access No access
Administration General Account Administration. Includes access to System Emails and Security settings No access No access No access
Connectors View, Create/Edit, Delete No access No access No access
Custom Objects View, Create/Edit, Delete View View View
Editing Sessions View, Delete No access No access No access
Folders View, Create/Edit, Delete, Manage Permissions View, Create/Edit, Delete No access No access
Groups View, Create/Edit, Delete View, Create/Edit, Delete View, Create/Edit, Delete No access
Page Actions View, Create/Edit, Delete No access No access No access
Queues View, Create, Delete View, Create, Delete View, Create, Delete No access
Recycle Bin Full access Full access Can view Prospects, Prospect Accounts, and Users No access
Roles View, Create/Edit, Delete No access No access No access
Scoring View, Edit Scoring Rules, Create/Edit Scoring Categories, Delete Scoring Categories No access No access No access
Users View, Create/Edit, Delete, Import, Reset Password View other users. Can edit own information, excluding role View other users. Can edit own information, excluding role No access. Can edit own information, excluding role
Visitor Filters View, Create/Edit, Delete No access No access No access

User Role Security Limits

Security Limits allow you to limit the following, on a per-user basis:
  • Max number of list emails the person can send
  • Max number of prospects the person can export
  • Max number of records someone can import

To manage the security limits for your users, navigate to your User Table.

  1. Navigate to Admin > User Management > Users.
  2. Select a user from the User Table.
  3. Click the Edit User link at the top of the User Record.
  4. Scroll down to manage security limits for your User.
  5. Input the desired field values to set the security limits. Please note: a value of zero gives unlimited access. If you'd like to block access, consider inputting a value of 1. Security Limits
  6. Repeat for each user you'd like to limit.

Custom Roles

Custom User Roles are included with Ultimate Edition accounts or are available as an add-on for Pro Edition accounts. With custom user roles you can either create a new user role which is fully customizable, or you can start with a default role and customize the role to fit your needs. See 'Custom User Roles' for more information about setting up custom user roles.


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