Team RWB Staff CRM & Website Documentation

Set Up Marketing Cloud User

Partner Community users are requested by Area Directors through an Asana task. Standard turn-around for requests is 2 business days.

Step 1: Locate Eagle Leader in NPSP. Verify the following:

Member is Authenticated (Wordpress UID # in System Information)
Member is an Eagle Leader and has completed Onboarding Training (Eagle Leader Information)
Member has an active Partner Community account.

Step 2: Confirm Team RWB Email address (Eagle Leader Information). TIP: copy email address for user setup.

Step 3: Log into Marketing Cloud account. Verify you are in the "Team Red White and Blue" Account. Select Admin from drop down.

Step 4: Select My Users from side menu. Verify that account does not already exist in system by searching for email address.

TIP: If user exists but is disabled, follow instructions for reactivating user account.

Step 5: Click Create

Fill out the following information

Name - User Name
Reply Email Address - Team RWB email address
Notification Email Address - Team RWB email address
Username - Team RWB email address
Time Zone - Set to user's time zone.
Set Temporary/Verify Password

Step 6: Click Save and verify information.

Step 7: Integrate User with Partner Community Account.

Salesforce.com Status - Click Integrate

Enter Team RWB email address (standard PC Username).
Click Save Settings.

Verify Integration Status updated to "Integrated"

Step 8: Assign User to Role.

Click on My Users and search for user in search bar.

Select box in front of user name and click "Manage Roles"

Click Edit Roles

Select "Staff AND Partner Community Users".
Click Save.

Verify Role is set up properly.

Step 9: Assign to related Business Unit.

TIP: Business Units have not been updated since realignment. Many chapters are located in their former "region." You may want to verify where Chapter is prior to assigning to Business Unit.