---
schema_version: "1"
id: 3f6ab4afd464645cb682e26cc19fa4d40f6ccd1191b7b3c5f3cc3b5d9068fb96
title: Role-Based Permissions for Offer Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/offers_role_based_permission_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.offers_role_based_permission_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a129d2cf8117c523a9e937f6b5922cfc58019c06596024e12b68eaa970b91404
description: Salesforce admins manage access to Offer Management features by assigning permissions based on a user's specific responsibilities. Within the Offer Management ecosystem, admins must provide themselves, marketing managers, creative designers, system integrators, and Experience Cloud site users with the necessary permissions to design, approve, and distribute offers. Depending on the user’s role, determine which permission sets are assigned to users.
products:
  - Marketing
release: "264"
---
# Role-Based Permissions for Offer Management

Salesforce admins manage access to Offer Management features by assigning permissions based on a user's specific responsibilities. Within the Offer Management ecosystem, admins must provide themselves, marketing managers, creative designers, system integrators, and Experience Cloud site users with the necessary permissions to design, approve, and distribute offers. Depending on the user’s role, determine which permission sets are assigned to users.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management</td></tr></tbody></table>

- **[Assign Permissions to System Administrators for Offer Management](https://help.salesforce.com/s/articleView?id=mktg.offers_admin_permission_sets.htm&release=264.0.0&type=5)**  
    Assign administrators the permission sets that they require to use Data Cloud segments and manage offer lifecycle.
- **[Assign Permissions to Integration Users for Offer Management](https://help.salesforce.com/s/articleView?id=mktg.offers_integration_user_permission_sets.htm&release=264.0.0&type=5)**  
    Offer Management provides Connect APIs for integration with external systems. Assign the required permission sets to integration users so they can execute these APIs.
- **[Assign Permissions to Marketing Managers for Offer Management](https://help.salesforce.com/s/articleView?id=mktg.offers_marketing_managers_permission_sets.htm&release=264.0.0&type=5)**  
    Assign marketing managers that the permission sets they require to design strategic offers, create tailored treatments, and manage the end-to-end offer lifecycle.
- **[Assign Permissions to Creative Designers for Offer Management](https://help.salesforce.com/s/articleView?id=mktg.offers_creative_designer_permission_sets.htm&release=264.0.0&type=5)**  
    Assign creative designers the permission sets that they require to create visual assets.
- **[Set Up Record Access for Offers](https://help.salesforce.com/s/articleView?id=mktg.offers_set_up_record_access_for_offers.htm&release=264.0.0&type=5)**  
    Provide record access to users who run offer-related APIs. They require access to all records that the APIs return. The integration user runs these APIs to show offers and offer treatments on external systems. If your implementation requires users in Salesforce to run the APIs, the users also require access to offer and offer treatment records.