A Marketing Cloud Engagement admin must enable Personalization features and add
permissions for users. After this is done, a user can open Personalization in the marketing
app, to finalize their account. Then, a Personalization administrator can assign role-based
permissions.
Required Editions
Permissions
Needed
To set Personalization permissions:
Marketing Cloud Administrator permissions
To create and assign roles:
Personalization Administrator permissions
In Engagement, select Setup | Users | Users.
Select the checkbox for the user that needs access to Personalization, and click
Manage Roles.
On the Setup Users screen, under Permissions, click Edit
Permissions.
To expand options, click + next to Personalization.
Assign the level of access.
To grant administrator access with full permissions to all datasets, in the
Allow column, select Administrator.
To grant user access with varying permissions, in the Allow column, select
Access.
Click Save.
Note Users can’t access any dataset in their Personalization account until an
administrator assigns them a role in Personalization. Before an administrator can
assign a user a role, the user must first select Personalization in Marketing
Cloud Engagement.
Request that the user select Personalization from the main
Engagement navigation.
Personalization creates the user account without any permissions to any
datasets in the account.
The user sees the message “You don’t have any permissions for this dataset.
Contact your administrator or switch datasets.”
After the user logs in to Personalization, grant role-based permissions to the user
account.
After the user creates an account in Personalization, a Personalization
administrator creates and assigns roles to the user account. For more information,
see Add a User Role.
Example
You can restrict access to certain datasets within an account by user. For example, you
can give some users View Only access to your production dataset and also grant them full
access to create campaigns on your test dataset.
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