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Add Users to a Business Unit
When you create your first business unit, users with the required Marketing Cloud Admin or Marketing Cloud Manager permission set are automatically added as members. For the second business unit and any additional business units you create, you can manually add users with one of the required permission sets. Only the users who you add to a business unit can use segments, flows, personalization, and Marketing Performance, and activate flows in campaigns within the business unit.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition |
| User Permissions Needed | |
|---|---|
| To add users to business units: | Marketing Cloud Admin permission set |
| Capability | Marketer-Standard | Marketer-ReadOnly |
|---|---|---|
| View campaigns and content | Yes | Yes |
| Create and edit campaigns | Yes | No |
| Activate flows in campaigns | Yes | No |
| Access marketing CMS workspaces | Yes | No |
| View performance dashboards | Yes | Yes |
- From Setup, in the Quick Find box, enter Business Units and select it.
- From the Business Units page, select a business unit.
- From the selected business unit's settings page, click Add Users.
- Select the users that you want to add to the business unit and click Next.
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Assign one of these roles to each of the selected users.
- Marketer-Standard: Only users with the Marketing Cloud Admin or Marketing Cloud Manager permission sets can be added in this role.
- Marketer-ReadOnly: Members with this role have restricted access and can't activate campaigns in the business unit.
For more information about these roles, see Business Units in Marketing Cloud Next. - Confirm that each user that you selected has a required permission set, and then click Next. If a user doesn't qualify, assign a required permission set and repeat steps 1–4. See Assign Permission Sets.
- To save your changes, click Done.
In the marketing workspaces of the business unit, users with the Marketer-Standard role get the Content Manager role and can create, edit, view, and publish content in the workspace. Users with the Marketer-ReadOnly role don't have access to the marketing workspaces in the business unit.
To increase a member's access to a workspace, add them as a contributor to the workspace, and assign them the Content Admin role. You can't decrease a member's access to CMS workspaces. See Manage User Access.
Edit User Roles in a Business Unit
To adjust their access to the business unit's marketing CMS workspaces and ability to activate campaigns, change the user’s role. You can only assign the Marketing-Standard role to users with the Marketing Cloud Manager or Marketing Cloud Admin permission set.
- From Setup, in the Quick Find box, enter Business Units and select it.
- From the Business Units page, select a business unit.
- In the Business Unit Members section, select one or more members.
- Click the dropdown menu and select Edit Role for a single user or Edit Roles for multiple users.
- In the Edit User Roles dialog box, change the role for each user.
- Save your changes.
