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Hello, 

 

I just implemented two additional Pardot business units (for 3 total).  I should have access all three and our other Marketing Manager should only have access to two of them. I need to restrict his access of seeing any prospects & opportunities under the USA unit. Currently, we can both see everything. I can't figure out how to restrict his access to the USA business unit.  I have tried Permissions sets, public groups, profiles. Does anyone have a step by step on this process or can provide any guideance? 
10 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Apr 13, 2021, 6:36 PM
    Hello Crystal,

     

    Have you enabled Salesforce User Sync, meaning Salesforce is responsible for user management and permissions?

     

    If this is the case under Marketing Setup > Press on Assign Admin and next to each Business Unit you should see a Manage Users button.

     

    This way you can add Marketing or Sales Users to each Business Unit.

     

    Thanks, Tom
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