HOW TO: Create a Chapter User in Pardot
To begin creating a
new user account in Pardot, you will first start in Fonteva. In the upper right-hand
corner of the homepage, click “Setup”.
Click the “Users”
dropdown under the “Administration” section on the left, then click “Users”.
Check to make sure it says “identity Users – Active” at the top, then click
“New User”.
Fill in the user’s
first name, last name, and email address – the other required fields will
automatically populate after you put in this information. Make sure the User
License is “Identity” and the Profile is “Identity User”. Scroll down to the
bottom of the page, make sure “Generate new password and notify user
immediately” is checked, and click “Save”.
Open up Pardot and
using the toolbar to the left, go to Admin -->
User Management --> Users.
Click “+ Add User” in
the upper right-hand corner.
Fill in the First
Name, Last Name, and Email sections then scroll down. Make sure the Time Zone is
correct for the chapter member’s location and select “Chapter User” for the
“Role”. For “CRM Username”, click the dropdown and find the member’s username
that was used when creating the Identity License in Fonteva (most often it will
just be their email address). Uncheck any boxes in the “Email Preferences”
section, then click “Create User”.