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Learn About Real-Time Offer Management
Assign Permissions to Marketing Managers for Offer Management

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Assign Permissions to Marketing Managers for Offer Management

Assign marketing managers that the permission sets they require to design strategic offers, create tailored treatments, and manage the end-to-end offer lifecycle.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management
User Permissions Needed
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration
Required Permission Sets for Marketing Managers
Name Usage Business Requirement
Offer Designer Provides access to create, edit, and manage Offer records and Offer Treatments. Design targeted offers with tailored content assets and specific eligibility criteria.
 
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