A user in Salesforce Marketing Cloud needs to have the required permissions to be able to use all functionalities in DESelect. We suggest creating a role with the required permissions and assigning this role to the DESelect users.
1. Create Role:
- In Salesforce Marketing Cloud, go to: Setup > Administration > Users > Roles
- Click Create
- Under Name, enter DESelect User
- Assign the following permissions:
Why are these permissions needed?
The permissions related to Automation Studio are needed for DESelect to be able to create and run the Query Activities that contains the SQL queries that DESelect builds in the backend.
The permissions related to Email Studio are needed for DESelect to create and read different types of Data Extensions.
While assigning the users with the DESelect User role, make sure they do not have permissions from other roles that overwrite the DESelect User permissions. In such a case, a user with conflicting permissions might get an 'API Permission Failed' error.
Next Step 4: Set up User Access to DESelect Segment in SFMC