Is there a way to create a true "Read Only" user?

Forum|Forum|5 years ago
April 14, 2020
3 replies
4184 views

Hello, I am in the process of creating custom roles and I can't seem to find the right combination of settings that makes a true, read only role.

In our case, we will have users that are not in the system frequently and are not trained on how to use Marketo. I want to provide them with visibility into what's in the system, but remove the ability to accidentally edit anything.

Two specific examples:

1. If I do bare minimum access to "access marketing activities" then the user can still accidentally grab assets and move them around the workspace.

2. If I want to give someone view access to Smart Lists, they cannot create or delete smart lists, but they can change the filters and filter logic within an existing smart campaign.

So essentially, I'm trying to create one role that can see everything, but edit nothing. Is this possible?

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R

Renee-1

New Participant

Hello, I have a same question as you. I would like to know how you solve this , could you provide your experience for me, thank you.

P

Prashanth_K

New Participant

Hi Jason,

You can create a new role that would allow the users to read-only but not edit anything.

1) Create a new role in the Users & Roles -> Roles.

2) In the edit user roles tab check the read-only options inside the "Access API " permissions.

You can check the main access option by leaving the options under it unchecked. Below are the screenshots that would allow the user to read-only email but not edit it. You can do the same thing for the smart campaigns too.