--- schema_version: "1" id: b2cfda85097dd02c108b065229eced6302a0c03e4b92536d76e96d88ddc09950 title: Add Users to a Business Unit collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/bu_add_users_to_business_units.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.bu_add_users_to_business_units.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4f22e74abdf56226396bd9f9a0d5f55e07df4d54bff5a0304edb67714ee2e0ad description: When you create your first business unit, users with the required Marketing Cloud Admin or Marketing Cloud Manager permission set are automatically added as members. For the second business unit and any additional business units you create, you can manually add users with one of the required permission sets. Only the users who you add to a business unit can use segments, flows, personalization, and Marketing Performance Intelligence, and activate flows in campaigns within the business unit. products: - Marketing release: "264" --- # Add Users to a Business Unit When you create your first business unit, users with the required Marketing Cloud Admin or Marketing Cloud Manager permission set are automatically added as members. For the second business unit and any additional business units you create, you can manually add users with one of the required permission sets. Only the users who you add to a business unit can use segments, flows, personalization, and Marketing Performance Intelligence, and activate flows in campaigns within the business unit. ### Required Editions [View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").
User Permissions Needed
To add users to business units: Marketing Cloud Admin permission set
| Capability | Marketer-Standard | Marketer-ReadOnly | | --- | --- | --- | | View campaigns and content | Yes | Yes | | Create and edit campaigns | Yes | No | | Activate flows in campaigns | Yes | No | | Access marketing CMS workspaces | Yes | No | | View performance dashboards | Yes | Yes | 1. From Setup, in the Quick Find box, enter Business Units and select it. 2. From the Business Units page, select a business unit. 3. From the selected business unit's settings page, click **Add Users**. 4. Select the users that you want to add to the business unit and click **Next**. 5. Assign one of these roles to each of the selected users. - Marketer-Standard: Only users with the Marketing Cloud Admin or Marketing Cloud Manager permission sets can be added in this role. Only members with this role can activate flows in campaigns in the business unit. In the marketing workspaces of the business unit, these users have the Content Manager role and can create, edit, view, and publish content in the workspace. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png) Note You can't add the user as a Marketer-Standard member if the permission set is assigned through a permission set group or if the user has a custom permission set, including a clone of a supported standard permission set. See [Assign Permission Sets](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_perms_assign.htm&release=264.0.0&type=5 "After you set up data streams, create users and assign permissions. To make sure that users have access to the right objects and features, use the Marketing Cloud Admin or Marketing Cloud Manager permission sets. You can assign permission sets to individual users or assign them in bulk."). - Marketer-ReadOnly: Members with this role can't activate campaigns in the business unit. They can send promotional messages and view performance dashboards. They don't have access to the marketing workspaces in the business unit. You can provide this role to non-marketing users, such as sales reps and other Salesforce users. See [Distributed Marketing and Alerts](https://help.salesforce.com/s/articleView?id=mktg.mktg_dm_overview.htm&type=5&language=en_US). 6. Confirm that each user that you selected has a required permission set, and then click **Next**. If a user doesn't qualify, assign a required permission set and repeat steps 1–4. See [Assign Permission Sets](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_perms_assign.htm&language=en_US). 7. To save your changes, click **Done**. In the marketing workspaces of the business unit, users with the Marketer-Standard role get the Content Manager role and can create, edit, view, and publish content in the workspace. Users with the Marketer-ReadOnly role don't have access to the marketing workspaces in the business unit. To increase a member's access to a workspace, add them as a [contributor](https://help.salesforce.com/s/articleView?id=xcloud.cms_access_control_contributors.htm&type=5&language=en_US) to the workspace, and assign them the **Content Admin** role. You can't decrease a member's access to CMS workspaces. See [Manage User Access](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_user_access.htm&language=en_US). ## Edit User Roles in a Business Unit To adjust their access to the business unit's marketing CMS workspaces and ability to activate campaigns, change the user’s role. You can only assign the Marketing-Standard role to users with the Marketing Cloud Manager or Marketing Cloud Admin permission set. 1. From Setup, in the Quick Find box, enter Business Units and select it. 2. From the Business Units page, select a business unit. 3. In the Business Unit Members section, select one or more members. 4. Click the dropdown menu and select **Edit Role** for a single user or **Edit Roles** for multiple users. 5. In the Edit User Roles dialog box, change the role for each user. 6. Save your changes.