Set Up Permissions and Access for Marketing Planning and Operations

Your team needs the right permissions to use Marketing Planning and Operations, along with the record access required to do their work.

• Role-Based Permission Set Groups for Marketing Planning and Operations
  Marketing Planning and Operations provides role-based permission set groups. Assign each permission set group to users based on their responsibilities, so they get the access their role needs.
• Record Access and Sharing in Marketing Planning and Operations
  By default, Marketing Planning and Operations keeps records private. Sharing tools give your team the access that they need beyond the records each person owns.
• Public Group Considerations for Marketing Planning and Operations
  Users who belong to specific public groups can create marketing programs, act as compliance reviewers, and get personalized home pages. Create the public groups that your team needs, so they're ready to use.