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

- Select box in front of user name and click more and select "Manage Business Units"

- Set Default Business Unit.
- Select None under Associated Business Units.
- Click Save.

Step 10: Navigate back to Contact Record. Edit and select MC User in System Information. Save.

Step 11: Send verification email to new user.

Go to next article "Sender Profile."
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