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Roles and Permissions in Marketing Cloud Engagement
Use roles and permissions to grant your users access to the areas and features that pertain to their job functions.
You can assign each user one standard Marketing Cloud Engagement role and one standard Email Studio role. If a standard role doesn't meet your needs, you can create a custom role or assign specific permissions for each user.
Warning Don’t assign all roles to a user. Assigning all roles to a user creates
conflicts and makes features inaccessible.
Roles and Permissions
| Marketing Role | Permission |
|---|---|
| Marketing Cloud Administrator | This role assigns Engagement roles to users and manages channels, apps, and tools. This role applies primarily to all Engagement functionality except Email Studio. |
| Marketing Cloud Viewer | This role shows cross-channel marketing activity within a Marketing Cloud Engagement account. This role is generally the most restrictive role and doesn't allow access to creation, sending, or reporting activities. |
| Marketing Cloud Channel Manager | This role creates and executes cross-channel interactive marketing campaigns and administers specific channels. The role permits a user to create, send, and monitor journeys and messages. Those permissions include reports. |
| Marketing Cloud Security Administrator | This role maintains security settings and manages user activity and alerts. Assign this role to someone who determines user access and security. |
| Marketing Cloud Content Editor/Publisher | This role creates and delivers messages through applicable channel apps. The role permits a user to create and send journeys and messages. This role doesn't include access to many reports. |
| Email Studio Role | Permission |
|---|---|
| Administrator | Access to all Email Studio functions including Setup, email creating, and creating data extensions |
| Content Creator | Access to all content and shared folders in Email Studio, but no access to data or administrative features |
| Data Manager | Access to everything in Email Studio except email content |
| Analyst | Access to tracking features in Email Studio |
- Assigning Marketing Roles
When you assign roles in Marketing Cloud Engagement, consider the jobs and tasks that each team member performs. Defining these tasks helps you determine the correct product roles and associated permissions to be assigned to each team member. Give each team member only the roles and permissions that are necessary to perform their job. This example reviews the roles and permissions assigned to a sample team from Northern Trail Outfitters. - Assign a Role to a User
Grant Marketing Cloud Engagement users access to the areas and features that pertain to their job functions. - 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. - Roles and Permissions Reference
Marketing Cloud uses roles and permissions to determine the information and actions you can access in your Marketing Cloud account. Review this information for both the recommended role and the basic permissions necessary to enable specific access.
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