Personalization includes default roles that you can assign to users. Because roles are specific to a dataset, you can assign access to users only at the level they need. You can also create custom roles to grant particular permissions.
- About User Roles and Dataset Permissions
Learn about user roles and dataset permissions. - User Role Permissions
You can create roles by combining dataset-specific permissions. - Default User Roles
Personalization user roles are customizable with granular permissions. Personalization includes seven roles that you can modify or delete. You can also add roles. - Activate a User Account
A Marketing Cloud Engagement admin must enable Personalization features and add permissions for users. After this is done, a user can open Personalization in the marketing app, to finalize their account. Then, a Personalization administrator can assign role-based permissions. - Add a User Role
Use a default role that you can modify, or create roles with permissions that meet your security requirements and business needs. Because roles are dataset-specific, Personalization users can have different roles in different datasets. Although a role is dataset-specific, when you add a role, it’s available to select in all datasets. - Edit a User Role
Modify a default role, or create roles with permissions that meet your security requirements and business needs. Because roles are dataset-specific, Personalization users can have different roles in different datasets. Changes to roles are effective immediately. Although a role is dataset-specific, when you modify a role, it’s available to select in all datasets. - Delete a User Role
Delete roles that are no longer needed. When you delete an assigned role, permissions default to any other roles a Personalization user has. To access Personalization, users must have an assigned role.