User Roles and Dataset Permissions

Personalization includes default roles that you can assign to users. Because roles are specific to a dataset, you can assign access to users only at the level they need. You can also create custom roles to grant particular permissions.

• About User Roles and Dataset Permissions
  Learn about user roles and dataset permissions.
• User Role Permissions
  You can create roles by combining dataset-specific permissions.
• Default User Roles
  Personalization user roles are customizable with granular permissions. Personalization includes seven roles that you can modify or delete. You can also add roles.
• Activate a User Account
  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.
• Add a User Role
  Use a default role that you can modify, or create roles with permissions that meet your security requirements and business needs. Because roles are dataset-specific, Personalization users can have different roles in different datasets. Although a role is dataset-specific, when you add a role, it’s available to select in all datasets.
• Edit a User Role
  Modify a default role, or create roles with permissions that meet your security requirements and business needs. Because roles are dataset-specific, Personalization users can have different roles in different datasets. Changes to roles are effective immediately. Although a role is dataset-specific, when you modify a role, it’s available to select in all datasets.
• Delete a User Role
  Delete roles that are no longer needed. When you delete an assigned role, permissions default to any other roles a Personalization user has. To access Personalization, users must have an assigned role.