Assign Permissions to System Administrators for Offer Management

Assign administrators the permission sets that they require to use Data Cloud segments and manage offer lifecycle.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

Required Permission Sets for Admins
Name	Usage	Business Requirement
Data Cloud Architect	Provides access to manage Data Cloud objects and segments used for offer targeting.	Create segments from demographic and behavioral data to target high-intent groups.
Offer Designer	Provides access to create, edit, and manage offers and offer treatments.	Set up the core offer structure and oversee record access for the team.