User Management Best Practices for Marketing Cloud Engagement Accounts

Designate Multiple Admins

Having multiple admins can help distribute responsibilities and reduce dependencies on a single individual. This approach can also ensure that critical tasks are completed even in the absence of a primary admin.

See: Add a User (Administrator Account)

Essential Roles for Marketing Cloud

To ensure a smooth experience managing your Marketing Cloud account, it is important to assign appropriate roles to administrators. Only two roles are necessary: Marketing Cloud Administrator and Administrator.

See: Assign a Role and Permissions to a Marketing Cloud User from the Users Screen

One admin without SSO

When a user is SSO-enabled, they can't log in directly and must rely on SSO. Therefore, one of the user admins should have SSO disabled in the account in case SSO issues are encountered.

To create an admin user without SSO, follow these steps:

1. Create a new user in Marketing Cloud.
2. Do not enable Allow Single Sign-On for this user.
3. Make sure the user has the necessary permissions and roles to access the Marketing Cloud account.

Maintain an internal list within organization

By maintaining an internal list of admins in Marketing Cloud, you can streamline admin management, ensure smooth account login, and improve overall security and compliance.

Important Note: Role and Permission Changes

Please be aware that our Support team is unable to make changes to roles and permissions on your behalf. Any modifications to roles and permissions must be performed by the SFMC Admin on the account.

Additionally, it's essential to note that the Welcome Email will not restore previous roles assigned to a user. This means that if changes are made to a user's roles, the Welcome Email will not revert them to their original roles.

To ensure accurate role assignments and permissions, please have your SFMC Admin make any necessary changes directly on the account. This will help prevent any potential issues or disruptions to your SFMC setup.