Role-Based Permissions for Global Promotions Management

Admins provide access to features based on the user's role in the company. For Global Promotions Management, admins have to provide themselves, marketing managers, and system integrators the permissions that they require to work with promotions. Depending on the user’s role, determine which permission sets are assigned to users.

• Assign Permissions to System Admins for Global Promotions Management
  Assign admins the permission sets they require to create an analytics app for promotions and to extend the mappings of the context definition that comes with Global Promotions Management.
• Assign Permissions to Marketing Managers for Global Promotions Management
  Assign marketing managers and users who create and manage promotions the permissions that they require to design and manage promotions, configure promotion evaluation and execution, and access the Global Promotions Management analytics app.
• Assign Permission Sets to Integrate Global Promotions Management with External Systems
  Global Promotions Management comes with a set of Connect APIs that companies use to integrate Global Promotions Management with external systems. Provide users who execute the APIs from external systems the permission sets that they require.
• Assign Permissions to Other Users
  Global Promotions Management has varying user roles based on company requirements. Assign users permissions to create and manage a product portfolio, configure pricing procedures, and view promotions.
• Permissions to Create Eligible Audience for Promotions
  Global Promotions Management provides the capability to decide the eligible audience for promotions. A promotion’s eligible audience can be a Data Cloud segment or members of a campaign. Marketing managers can create targeted segments or campaigns for each promotion and then select the segment or campaign as the promotion’s target audience. Provide marketing managers the permission to create segments and campaigns in the org.
• Set Up Record Access Assignment for Promotions
  Provide users who run the Eligible Promotions and Promotion Evaluation and Execution APIs access to record details. They require access to all records that the APIs return. The integration user runs these APIs when customer carts and activities are managed outside Salesforce on external systems. If your Experience Cloud sites allow customers to view and apply promotions on their carts, you must provide your customers’ Experience Cloud site user access to promotion records. And if your implementation requires users in Salesforce to run the APIs, the users also require access to promotion records.