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.
| Team Member Name |
Tasks |
Assigned Roles |
|---|
| Ralph Vasquez, VP of Marketing |
- View journey performance
- View reports
- Run reports as needed
|
- Analyst
- Marketing Cloud Channel Manager
|
| Pia Larson, Enterprise Architect |
- Review work completed by other team members
- Review data extensions and automations
- Implement Marketing Cloud Connect
- Create and run data extracts as needed
- Map and review the account’s contact model
|
- Administrator
- Marketing Cloud Administrator
|
| Isabelle Givens, Manager of Digital Marketing |
- Add new users
- Set up new features
- View and run reports
- Check contact counts
- Review Journey Builder campaign performance
- Review work completed by other team members
|
- Administrator
- Marketing Cloud Administrator
|
| Michele Hansley, Technical Marketer |
- Create filter-based data extensions
- Write SQL queries for advanced audience segments
- Send test emails for QA purposes
- Create automations for email sends
- Configure email sends in Journey Builder
- Create and manage assets in Content Builder
- Run reports as needed
|
- Content Creator
- Data Manager
- Marketing Cloud Channel Manager
|
| Warren Mehta, IT Specialist |
- Develop API requests for campaigns
- Create and view automations in Automation Studio for external data integrations
- Help Michele when needed with technical configuration
- Help Isabelle with security and compliance tasks
|
- Data Manager
- Marketing Cloud Channel Manager
|
