Create Users and Assign Permissions
Create users and provide access to Marketing Intelligence features by assigning them the appropriate permission set.
Required Editions
Before you install Marketing Intelligence, admins must assign themselves the required permissions. Installation won't proceed without them.
When Data 360 is enabled, standard permission sets apply only to the default data space. To grant access to other data spaces, update the associated data space. All permission sets—including standard and custom ones—must be manually associated with non-default data spaces
| Available in: Developer, Enterprise, Performance, and Unlimited editions. |
| User Permissions Needed | |
|---|---|
| To create users and assign permissions: | Marketing Intelligence Admin |
| User Type | Required Permission Sets |
|---|---|
| Admin User |
|
| Data Specialist User |
|
| Marketing Manager User |
|
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In Setup, find and select Users.
- Under User Management, click Users.
- Click New User to create a new user, or select an existing user to assign permissions.
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Click Permission Set Assignments and then click Edit
Assignments.
- Select the appropriate permission set and click Add.
-
Save your work.
Repeat these steps for each user that needs access to Marketing Intelligence.
