Manage users and product profiles

IMPORTANT

Each of the procedures detailed below can only be carried out by a Product or System administrator. For more information on this, refer to the Admin console documentation.

Product profiles are sets of users that share the same permissions and sandboxes within your organization.

The Journey Optimizer product allows you to select between different out-of-the-box Product profiles with different levels of permissions to assign to your users. For more information on the available Product profiles, refer to this page.

Each user belonging to a Product profiles is entitled with the Adobe apps and services contained in the product.

You can also create your own Product profiles if you want to fine-tune your users’ access to certain functionalities or objects in the interface.

Assigning a product profile

You can choose to assign an out-of-the-box or custom Product profile to your users.

The list of every out-of-the-box product profiles with assigned permissions can be found in the Built-in product profiles section.

To assign a Product profile:

  1. In the Admin Console, from the Products tab, select the Experience Cloud - Platform powered applications product.

  2. Select a Product profile.

  3. From the Users tab, click Add user.

  4. Type in your user’s name or email address and select the user.

    If the user was not previously created in the Admin Console, refer to the Add users documentation.

  5. Carry out the same steps as above to add other users to your Product profile. Then, click Save.

Your user should then receive an email redirecting to your instance.

For more information on users management, refer to the Admin Console documentation.

When accessing the instance, your user will see a specific view depending on the assigned permissions in the Product profile. If the user does not have the right access to a feature, the following screen will appear.

Editing an existing product profile

For out-of-the-box or custom Product profiles, you can decide at any time to add or delete permissions.

In this example, we want to add Permissions related to the Message capability for users assigned to the Journey viewer Product profile. The users will then be able to publish messages.

Note that if you modify an out-of-the-box or custom Product profile, it will impact every user assigned to this Product profile.

  1. In the Admin Console, from the Products tab, select the Experience Cloud - Platform powered applications product.

  2. Select the Journey viewer Product profile.

  3. Select the Permissions tab.

    The Permissions tab displays the list of capabilities that apply to the Experience Cloud - Platform powered applications product.

  4. Select the Messages capability.

  5. From the Available Permission Items list, select the permissions to assign to your Product profile by clicking the plus (+) icon.

    Here, we add the Publish messages permission.

  6. If needed, under Included Permission Items, click the X icon next to remove permissions to your product profile.

  7. When finished, click Save.

If needed, you can also create new product profile with specific permissions. For more on this, refer to Creating a product profile.

Creating a product profile

Journey Optimizer allows you to create your own Product profiles and assign a set of permissions and sandboxes to your users. With Product profiles, you can authorize or deny access to certain functionalities or objects in the interface.

For more information on how to create and manage sandboxes, refer to Adobe Experience Platform documentation.

In this example, we will create a product profile named Journeys read-only where we will grant read-only rights to the Journey feature. Users will only be able to access and view journeys and will not be able to access other features such as Decision management or Messages in Journey Optimizer.

To create our Journeys read-only product profiles:

  1. Access the Admin Console.

  2. From the Products tab, select the Experience Cloud - Platform powered applications product.

  3. Click New Profile.

  4. Add a Product Profile Name, Display Name and Description for your new product profiles.

  5. In the Notifications category, choose whether users will be notified by email when they are added or removed from this product profile.

  6. When finished, click Save and select your newly created product profiles.

  7. To add permissions for users to access different features, select the Permissions tab.

  8. Select between the different capabilities such as Messages, Segments or Decision management available in Journey Optimizer listed in the left-hand menu.

    Here we select the Journeys capability.

  9. From the Available Permission Items list, select the permissions to assign to your Product profile by clicking the plus (+) icon.

    Here we select View journeys and View journeys event, data sources, actions.

  10. Select the Sandbox access capability to choose which sandbox(es) to assign to your Product profile.

  11. Under Available Permissions Items, click the plus (+) icon to assign sandboxes to your profile. Learn more about sandboxes.

  12. When finished, click Save.

Your Product profile is now created and configured. You now need to assign it to users.

For more information on product profile creation and management, refer to the Admin Console documentation.

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