Previously on this blog, we’ve shared how to set up users with access to both Pardot and Salesforce since the Salesforce Single Sign On (SSO) update. Whilst managing all of our users in Salesforce is now the holy grail, occasionally, we may need to create users that only have access to Pardot (pi.pardot.com, not the PIL app) and set them up with free Identity Licenses.
Whether it’s for security purposes or just simplicity, external consultants who are assisting with a specific Pardot task or project may not need to have Salesforce access. Likewise, businesses receiving a free Pardot review might like to grant access solely to Pardot.
In these instances, we want to set up a SSO Pardot user that has no access to Salesforce apps, and despite the fact that Pardot-only logins were retired in Spring ’21, we can still have Pardot-only users in a roundabout way. To add your new user to Pardot, you can follow the step-by-step instructions below.
Step by step: Set up a Pardot-only user
To set up a user in Pardot-only, you need to:
- Set up a new user with an ‘Identity License’
- Add this user to Pardot. This will differ depending on your User settings:
a. If you use Salesforce SSO (the blue spanner one)
i. Create an Identity user
ii. Create a Pardot User but make sure you connect the two via the dropdown when you set up the Pardot user. This will be a compulsory dropdown anyway.
iii. If the user doesn’t appear, hit the circular arrows and it will refresh the list.
This Pardot article written by:
Marcloud Consulting
Get inspiration for your next marketing automation program with our growing library of helpful Pardot content.
Original Pardot Article: https://marcloudconsulting.com/pardot-training/pardot-only-user-how-to
Find more great Pardot articles at https://marcloudconsulting.com/articles/
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This Pardot article written by:
Marcloud Consulting
Get inspiration for your next marketing automation program with our growing library of helpful Pardot content.
Original Pardot Article: https://marcloudconsulting.com/pardot-training/pardot-only-user-how-to
Find more great Pardot articles at https://marcloudconsulting.com/articles/