---
schema_version: "1"
id: 7ae8569333b8d558b4ab9275737e6173f389e172a221f1d74b71598c01555756
title: Assign Permissions for Global Promotions Management to Loyalty Management Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_gpm_assign_permission_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_gpm_assign_permission_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7c4d7fd2f274aba7905e28d64019c5e41e993e74b2d373e2a44cc9144506fc66
description: Provide access to Global Promotion Management features based on the user's role in the company. After you assign the permissions, provide additional Loyalty Management specific permissions to your users.
products:
  - Loyalty Management
release: "264"
---
# Assign Permissions for Global Promotions Management to Loyalty Management Users

Provide access to Global Promotion Management features based on the user's role in the company. After you assign the permissions, provide additional Loyalty Management specific permissions to your 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>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

## Get Started

[Assign role-based permissions for Global Promotions Management](https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_setup_permissions.htm&type=5&language=en_US). Then, provide these additional loyalty-specific permissions.

## Marketing Managers Additional Permissions

Here’s the list of additional objects that marketing managers need access to.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e88">Business requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e91">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e94">ACCESS LEVEL</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business requirement" class="slds-cell-wrap" rowspan="20" style="vertical-align:top;" headers="d27551e88 ">Users can select loyalty promotion templates such as Accrual Events and
              add loyalty rewards such as points, vouchers, badges, and games.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Account</td>

            <td data-label="ACCESS LEVEL" class="slds-cell-wrap" rowspan="14" style="vertical-align:top;" headers="d27551e94 ">
              <ul>
                <li>Read</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Product Catalog</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Product Category</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Expression Set Object Alias</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Journal Sybtype</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Partner</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Partner Product</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Badge</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Currency</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Tier</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Tier Group</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Product2</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Engagement Attribute Promotion</td>

            <td data-label="ACCESS LEVEL" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d27551e94 ">
              <ul>
                <li>Read</li>

                <li>Create</li>

                <li>Edit</li>

                <li>Delete</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Engagement Attribute</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Program Process</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Tier Membership Fee Option</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Loyalty Tier Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e91 ">Promotion Loyalty Partner Product</td>

          </tr>
        </tbody>
      </table>

## System Integrators Additional Permissions

System integrators needs these additional permission sets.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png)

Note Loyalty Management doesn't provide the Data Cloud Segment Access for Promotion Designer permission set.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e278">Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e281">Use</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e284">Business Requirement</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e278 ">Data Cloud Access for Loyalty Promotions Designer</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e281 ">
              <p>Provides users the required object access to run promotions whose target audience is a
                Data Cloud segment.</p>
              <p style="margin-bottom:0;">The permission set is only available in orgs where Data Cloud is
                enabled.</p>
            </td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e284 ">Users can execute the Eligible Promotions API to find the list of promotions that are
              eligible for a customer's cart.</td>

          </tr>
        </tbody>
      </table>

Here’s the list of additional objects that system integrators need access to.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e323">Business requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e326">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d27551e329">ACCESS LEVEL</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business requirement" class="slds-cell-wrap" rowspan="20" style="vertical-align:top;" headers="d27551e323 ">Users can run loyalty promotions</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Account</td>

            <td data-label="ACCESS LEVEL" class="slds-cell-wrap" rowspan="14" style="vertical-align:top;" headers="d27551e329 ">
              <ul>
                <li>Read</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Product Catalog</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Product Category</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Expression Set Object Alias</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Journal Sybtype</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Partner</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Partner Product</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Badge</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Currency</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Tier</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Tier Group</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Product2</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Engagement Attribute Promotion</td>

            <td data-label="ACCESS LEVEL" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d27551e329 ">
              <ul>
                <li>Read</li>

                <li>Create</li>

                <li>Edit</li>

                <li>Delete</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Engagement Attribute</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Program Process</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Tier Membership Fee Option</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Loyalty Tier Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d27551e326 ">Promotion Loyalty Partner Product</td>

          </tr>
        </tbody>
      </table>