Add a User in Marketing Cloud Intelligence

When you add users, you can specify their user role and permissions to control which actions they can take and which features they have access to.

1. On the right side of the navigation bar, click the dropdown arrow and select Manage Users.
2. Click Add New.
3. Under General Info, enter the following information:
   1. Enter the user’s email address. The email address is the username when logging in to Marketing Cloud Intelligence.
   2. Enter the user’s first and last name.
   3. For Status, select Enabled to give the user access to Marketing Cloud Intelligence. When the status is set to Disabled, the user can’t access Marketing Cloud Intelligence.
   4. View Original Account Dropdown - Select this option to enable the Original Account dropdown list. Useful when you want to change the user’s original account.
   5. Original Account - Displays the account that the user was created in. If you want to change the account, select View Original Account Dropdown. The user then receives all the permissions defined for this account, unless the user is assigned to a user group.
   6. Current Account - The account the user is active in at this moment. If the user switches accounts, the name of the account appears instead.
   7. Select the language of the Marketing Cloud Intelligence platform.
   8. If you want to set the landing page that appears when the user logs in to Marketing Cloud Intelligence, select Manage Home Screen and select a landing page. If you select Auto, the user’s landing page is the first workspace in the list that the user set up for themselves.
4. Under Permissions, enter the following information:
   1. Assign the user a role
      

      Note Each account has a limit to the number of available user roles. Select the required permissions.
   2. If you want to assign the user to a user group, select the User Group radio button and then select the name of the user group from the dropdown.
      

      Note When a user is part of a user group, the user is no longer a separate entity. Therefore, the permissions for that user are managed through the user group settings.
   3. Select the account and workspaces that the user is permitted to access.
   4. Save your settings.