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Marketing Cloud - Custom Roles and Permissions

Udgivelsesdato: Feb 10, 2025
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As a business need or security need you may want to ensure that a user or set of users may not have access to certain parts of the application.  

Administrators in the Marketing Cloud sometimes need to restrict access or grant access to users that work in their account.  This will allow users to only have access to the specific areas of the application that are required for their work.  This can be done through the creation of custom roles or through the assignment of a standard role that is determined to best or most closely fit the need. For example, some Administrators need to ensure that their marketers only have access to features necessary for generating the content, while a data analyst may exclusively have access to maintaining data within the organization.

The Marketing Cloud also allows for manipulation of individual permissions to allow for customization based on a business’s needs. Modifying the individual permissions of a standard role or custom role can cause users to unintentionally lose access or gain access to features or applications within their account.
 
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What can I do if some of my users lose access to sections of the Marketing Cloud?

In the scenario where a role is modified, users with the Administrator role will want to confirm whether this is isolated to one user or if others experience the issue also.  After doing this, you will want to carefully document the roles that are specifically assigned to the user in question.

How do I begin troubleshooting which role is causing the problem?

You will want to start by eliminating roles if multiple roles are applied to a single user.   This will allow you to confirm which role is causing the issue with access.  After confirming which role is causing the access issue, then you can begin troubleshooting which granular permission seems to be causing this problem through elimination.  

A good step for troubleshooting these scenarios is to compare the permissions of two users, one who can access the feature with one who cannot. If these two users have the same roles, then investigate the individual permissions assigned to each user.  Adjust these individual permissions as necessary so the user has the desired access.

What can support do to help in these scenarios?

Give general advice on what standard role typically is used to ensure that access is available for API integrations. Work to ensure that at least one Adminstrator is able to log into their account.  Support will be able to determine which custom role is giving access or denying access to a particular area of the application. Advising on the modification or scoping of individual permissions will be something that support is unable to assist with from a liability perspective. 

What should I do if I need assistance beyond what support is able to help with?

Should assistance be needed while mapping out custom roles, you will want to reach out to your Account Executive or Customer Success Manager for the potential scoping of a solution to fit these needs.    

What if I have a legacy core account type and cannot locate the ability to create custom roles?

Custom Roles within core accounts, if enabled, can be managed through Email Studio > Admin. Unlike Enterprise 2.0 accounts, these will not be available within Setup.

Vidensartikelnummer

000393363

 
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Salesforce Help | Article