---
schema_version: "1"
id: 0367a779f6b98f7771efe3e77ae3d4711bc676cbbd435f04a8f36a5c86fcb4bc
title: User Roles and Permissions in Intelligence Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dat_user_roles_and_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_user_roles_and_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b93c625e694c7d549a81a98af45b283ac00a1bcb3b3dbe8dfee89e8be3cdf615
description: "To use Intelligence Reports for Engagement, your account must be assigned the Intelligence Reports for Engagement user role. The user role has the following permissions: Access, View and Export, Schedule, and Create and Edit."
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# User Roles and Permissions in Intelligence Reports

To use Intelligence Reports for Engagement, your account must be assigned the Intelligence Reports for Engagement user role. The user role has the following permissions: Access, View and Export, Schedule, and Create and Edit.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Intelligence Reports and Intelligence Reports Advanced</td></tr></tbody></table>

## User Role

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/images/icon_note.png)

Note The Enable Intelligence Reports Integration checkbox doesn’t affect Intelligence Reports. This checkbox is related to the Marketing Cloud Engagement connector.

Your account must be assigned the Intelligence Reports for Engagement user role. The following permissions are available:

- Access, View & Export
- Schedule
- Create & Edit

## User Permissions

These tables explain each permission and the available actions you can perform per permission:

   
| Action / Permission | Access, View & Export | Schedule | Create & Edit |
| --- | --- | --- | --- |
| View & Export Dashboards | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Create & Export Pivot Tables | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Save, Edit & Delete Pivot Tables | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Schedule Report | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |

Here are additional actions available with Intelligence Reports for Engagement Advanced:

   
| Action / Permission | Access, View & Export | Schedule | Create & Edit |
| --- | --- | --- | --- |
| Create & Customize Dashboards | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Create Calculated Dimensions and Measurements | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Install Apps | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Consume Cross-Channel Apps | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Query Data Lake | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Connect and Query Data Extensions | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |

This table displays how each permission affects the different Marketing Cloud Engagement user roles:

   
| MC Role / Permission | Access, View & Export | Schedule | Create & Edit |
| --- | --- | --- | --- |
| Admin or Marketing Cloud Engagement Administrator | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Analyst or Marketing Cloud Engagement Channel Manager or Marketing Cloud Content Editor | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) |
| Marketing Cloud Engagement Viewer | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Allow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_allow_circle.png) | ![Deny](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/mc_data_management_and_analytics/images/mc_dat_deny_circle.png) |

#### See Also

- [Assign a Role to a Marketing Cloud Engagement User](https://help.salesforce.com/s/articleView?id=mktg.mc_overview_roles_assign_a_role.htm&language=en_US)