Manage Users

The Marketing Cloud admin follows this process to set up users in Enterprise 2.0 Marketing Cloud accounts for Marketing Cloud Connect.

1. In Marketing Cloud, go to Email Studio.
2. Click Admin.
3. Click My Users.
4. Select the user to connect.
5. Click Integrate for Salesforce.com Status.
6. Enter the Sales or Service Cloud username.
7. Save the settings.
8. From My Users, select the user.
9. Click Manage Roles.
10. Select the applicable business unit.
11. Click Edit Roles.
12. Select these minimum permissions required for sending through Marketing Cloud Connect.
    • Content Creator
    • Data Manager
    • Marketing Cloud Content Editor/Publisher
    

    Note You can also allow Email > Integrations permissions for any users that need to send from your connected Salesforce org.
13. Save the roles.

The Marketing Cloud admin follows this process to set up users in all non-Enterprise 2.0 Marketing Cloud accounts for Marketing Cloud Connect.

1. In Marketing Cloud, go to Email Studio.
2. Click Admin.
3. Click Account Settings.
4. Click My Users.
5. Click the applicable user.
6. Click Integrate for Salesforce.com Status.
7. Enter the Sales or Service Cloud username.
8. Save the settings.
9. Click Edit.
10. Select Enabled.
11. Select API User.
12. Under User Permissions, select these minimum permissions.
    • Grant the user access to the web services
    • Administrative Data Management
    • Manage Data Extension Data and Retention Policy
13. Under Marketing Cloud Permissions and Roles, select Email for applications.
14. Under Marketing Cloud Permissions and Roles, select Marketing Cloud Content Editor/Publisher or Administrator for roles.
15. Save the changes.
16. Repeat this process for all integration users.

The Marketing Cloud Connect admin finishes the user setup process in Marketing Cloud Connect.

1. In Sales or Service Cloud, go to the Marketing Cloud tab.
2. Click Configure Marketing Cloud Connector.
3. Click Manage Users.
4. Select each applicable user.
5. To complete the setup, save your changes.