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            Set Up Identity-Licensed Users in Marketing Cloud Next

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            Set Up Identity-Licensed Users in Marketing Cloud Next

            Identity-licensed users can access Marketing Cloud Next using Salesforce single sign-on. You can assign Identity-licensed users the same permissions as Marketing Cloud Managers, including full access to campaigns, segments, flows, and shared Analytics reports. Clone the Identity-licensed user profile and customize the permissions for Marketing Cloud Next, and then assign the profile to new users.

            Required Editions

            Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition
            User Permissions Needed
            To add users: Manage Internal Users
            To create and edit profiles: Manage Profiles and Permission Sets

            Configure an Identity Profile for Marketing

            1. From Setup, in the Quick Find box, enter Profiles and then select Profiles.
            2. Find the Identity User profile, and then click Clone.
            3. Enter a profile name and save your changes.
            4. In Tab Settings, change the visibility to Default On for these tabs: Analytics, Briefs, Campaigns, Consent, Contacts, Content, Flows, Home, Leads, and Segments.
            5. Customize page layouts and permissions as needed.
            6. Save your changes.
            7. Repeat steps 1-6 to create additional Identity User profiles for marketing.

            Create an Identity-Licensed User for Marketing

            1. From Setup, in the Quick Find box, enter Users and then select Users.
            2. Click New User.
            3. In the User License dropdown, select Identity.
            4. In the Profile dropdown, select the identity user profile you configured for marketing.
            5. Save your changes.
            6. Add the necessary permissions to access marketing manager tools and Marketing Performance Intelligence dashboards.
              1. In Permission Set Assignments, click Edit Assignments.
              2. Add two permission sets: the Marketing Cloud Manager and Tableau Next Included App Business User.
            7. To add more Identity-licensed users for marketing, repeat steps 1-6.
             
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