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Marketing Owned System Provisioning Instructions

Marketing Owned Systems

Marketing Operations manages the majority of marketing-owned systems. These can be found on the Marketing Operations page under Tech Stack.

Instructions

Below are instructions and accompnaying screenshots of how to provision new users within various marketing-owned systems.

DiscoverOrg

  1. From the manage users page in DiscoverOrg, click on the Create a New User button.
  2. Fill out the required fields (all but title and reports to and click Save)

LinkedIn Sales Navigator (LISN)

  1. From the seat management tab of LISN, click the Assign seats from CRM button
  2. Search for your desired user and click Assign
    1. You can search by name, email, or SFDC User ID

Some users are only given Reporting access. For these users you will provision them as above - then, once they have accepted the invite you will edit their user as follows:

  1. Search for the user by name
  2. Click the Edit drop-down on the right
  3. Select the radio-button associated with their access leve (Reporting-only)

Marketo

  1. From the Marketo Admin panel > Admin > Security > Users & Roles, click the Invite New User button
  2. Populate the new user's info and click Next
  3. Select the checkboxes for the relevant permissions - hint: to know what permissions to assign, look at other provisioned users of the same title/role
  4. Step 3: Message auto-generates a welcome message, all you have to do is click Send

Outreach

  1. From Settings > Users within Outreach, select/search for the user you are provisioning
  2. If the lock symbol is red that is a locked user and you must first unlock them: Click the three dots on the right > Unlock
  3. To provision the user, click the three dots again > Send Claim Link

If the user you are provisioning does not show up in your search results, you can manually add them from Salesforce via an Import

  1. Click the lightning bolt in the top right-hand corner
  2. Choose Salesforce Load
  3. From the pop-up, select User in the drop-down
  4. Search for the name, email, or SFDC User ID in the search menu and select your desired user > Import