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Adrianna_Burges
Adrianna_Burges
New Participant
September 3, 2021
Question

Marketo Sales Insight (MSI)

  • September 3, 2021
  • 1 reply
  • 5498 views

Can folder access be restricted or dictated? If a Sales Team member is interested in creating an email we want to provide specific templates for use. However, we need to make sure that only certain folders and templates are accessible. Is there a way to do this? Does it require admin access?

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1 reply

Amy_Goldfine
Amy_Goldfine
New Participant
September 3, 2021

Unfortunately Marketo does not offer folder level permissions at this time

Amy GoldfineMarketo Champion & Adobe Community Advisor
Adrianna_Burges
Adrianna_BurgesAuthor
New Participant
September 9, 2021

This may be a silly follow up, but since folders cannot be dictated, how can you manage the content that is visible? I am not certain what the path is for the folders which are showing up in MSI. It doesn't seem to follow any of the organization that we currently have in our Marketo instance. We have content from 2015 showing. If I have some idea of the path it may allow some backend cleanup to at least only provide current curated content. 

F
falvares
Employee
September 9, 2021

@adrianna_burges 

What CRM are you using?

The content shown to the CRM would be managed by the individual emails. There would be a setting for 'Push to MSI' for each email. And only those emails would be visible in your CRM.

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