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Market to Your Customers with Account Engagement
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            Managing Users and Preferences

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            3. Marketing Cloud Account Engagement

            Managing Users and Preferences

            Admins can create and manage users, who can manage some of their own settings and preferences. Logging into Account Engagement requires Salesforce single sign-on (SSO). To simplify user management and transfer it to Salesforce, we recommend setting up Salesforce User Sync.

            Required Editions

            Available in: All Account Engagement Editions
            • Create Account Engagement Users
              If you don’t use Salesforce User Sync to manage users, you can create users in Account Engagement. To access the app, users must be linked to a Salesforce user and have Salesforce single sign-on (SSO) enabled. Before you add Account Engagement users, verify that they have Salesforce credentials.
            • Account Engagement User Roles
              A user role defines which features and data a user has access. Choose a default or custom role when you create a user.
            • Import Users
              You can create or update up to 50 users at once by importing a CSV file.
            • Create a User Group for Round-Robin Assignments
              Use groups for round-robin lead assignment. When you assign a prospect to a group, the prospect is assigned to a group member, equally distributing leads.
            • Reassign Prospects in Account Engagement
              You can change lead assignments in Salesforce. If needed, you can also reassign prospects from a user’s record in Account Engagement.
            • Delete a User in Account Engagement
              If you don’t use Salesforce User Sync to manage users, you can disable Salesforce single sign-on and delete a user in Account Engagement. Deleting a user archives them in the recycle bin.
            • Limit the Number of Prospects That a User Can Work With
              An Account Engagement admin can set security limits on a per-user basis to limit the number of prospects that a user can import, export, or send a list email to.
            • Change Your Language and Locale
              To use Account Engagement in a different language, update your personal language and locale settings. Admins can change language and locale at the account level.
            • Update Your User Profile
              Most users can update their own personal information and email preferences on the My Profile page. Only an admin can update a Sales user’s profile or change a user’s role.
            • Email Signatures
              Users can create custom email signatures for their newsletters and automated emails. Admins can customize signatures for any user.
            • User Email Preferences
              Account Engagement sends notifications for some prospect activities, inactive automations, and search marketing reports. A user’s email preferences control which notification emails are sent.
             
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