A user in Salesforce Marketing Cloud needs to have the required permissions to be able to use all functionalities in DESelect Engage. We suggest creating a role with the required permissions and assigning this role to the DESelect Engage users.
How to create a DESelect Engage Role?
- In Salesforce Marketing Cloud, go to Setup > Administration > Users > Roles
- Click Create
- Under Name, enter DESelect Engage User
- Assign the following permissions:
|
Permission (Top Level) |
Permission (2nd level) |
Permission (3rd level or more) |
Permission |
| Automation Studio | General | - | Access |
| Automation | - | Create | |
| Create, Edit, Execute | |||
| Delete, Execute | |||
| Execute (API) | |||
| Subscribers | Subscriber | Create | |
| View | |||
| Update | |||
| Data Extension | Create | ||
| View | |||
| Update | |||
| Delete | |||
| Manage Data | |||
| Manage Data Retention | |||
| Transfer Ownership | |||
| Export | |||
| Export to Desktop | |||
| Salesforce Data Extension | Create | ||
| View | |||
| Update | |||
| Delete | |||
| Manage Data | |||
| Manage Data Retention | |||
| Transfer Ownership | |||
| Clear Data | |||
| Import | |||
| Export | |||
| Export to Desktop | |||
| Interactions | Activities -> Data Extract, File Transfer, Import, Query, Scripts | Create | |
| View | |||
| Update | |||
| Delete | |||
| Start | |||
| Admin | API Access | WebService API | |
| XML API | |||
| Shared Folders | Shared Data Extension Folders | View | |
| Move | |||
| Delete | |||
| Rename | |||
| Create Sub Folder | |||
| Share | |||
| Shared Salesforce Data Extension Folders | View | ||
| Move | |||
| Delete | |||
| Rename | |||
| Create Sub Folder | |||
| Share | |||
| Administration | Users | - | View |
After assigning the permissions to the role, you can start assigning the roles to the users who will be using DESelect Engage.
Related Article:
Comments
0 comments
Please sign in to leave a comment.