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Home > New User Added to Pre-Existing Units

New User Added to Pre-Existing Units [1]

April 3, 2020 by Melanie Jones [2]

For new users starting out fresh, everything needs to be added to their account from scratch [3]. When a new user is an addition or taking over for an existing unit, they'll just need access to already existing content. 

  • Marketing Cloud & Salesforce
    • Review Audiences
      • Users should automatically have access to the same audiences if:
        1. They are placed in the same Marketing Cloud Business Unit
          • That will ensure they have access to the same Emails, Tracking from passed sends, Send Classifications and Data Extensions
          • Data Extensions might be set to send email notifications to passed user. Update to new users email address.
        2. They are in the same Public Group which has been the method of sharing Report Folders and Campaigns (as opposed to sharing with a specific user).
  • Cvent
    • Share passed events by running a Cvent Report [4]
    • Grant access to Event Planner Email Address [5]
       
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New User Added to Pre-Existing Units
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Source URL:https://www.cu.edu/blog/ecomm-wiki/new-user-added-pre-existing-units

Links
[1] https://www.cu.edu/blog/ecomm-wiki/new-user-added-pre-existing-units [2] https://www.cu.edu/blog/ecomm-wiki/author/39 [3] https://www.cu.edu/blog/ecomm-wiki/add-account [4] https://www.cu.edu/blog/ecomm-wiki/cvent-report-events-created-user [5] https://support.cvent.com/apex/CommunityArticle?id=000002560