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Create a Custom Role
In Marketing Cloud Engagement, you can create a custom role to better align a user with permissions associated with your business needs. After you create the custom role, assign it to the appropriate user. Use this custom role in top-level tenant accounts and in business units.
Only Engagement admins can create custom roles.
Review the existing roles and determine how the user needs either more or fewer permissions to best perform their job. Give users permissions only to perform jobs specific to their role.
- What can the user access now?
- What features are missing?
- What access does the user not require?
- Click your name to open Setup.
- Click Users, and then select Roles.
- Click Create.
- Enter a name, external key value, and description for the new role.
- Select the permissions to allow or deny for the role.
- Save your changes.
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