(New UI) User administration for Search, Social & Commerce

Some users can manage access to the new Search, Social, & Commerce user interface using the Adobe Admin Console, which is the central location for managing all Adobe entitlements and user management. Users are categorized as either end users or administrators. Your Adobe Account Team notifies you if you’re an administrator. If you’re an administrator, see the following sections to identify your permissions and workflows for managing users.

Types of administrators

Admin Console provides multiple types of administrators. The following administrator types and permissions are required for Search, Social, & Commerce. You can add additional types if you wish to delegate user management tasks.

System admin: Super user who manages all products for the organization, including all client instances for the organization. (Client instances are the same as legacy advertiser accounts, with one or more instances per organization ID). A system admin can perform all administrative tasks in Admin Console for the organization and can delegate administrative functionality to other users for any of the organization’s products.

Product admin: Manages access to a specific Adobe product (such as Search, Social, & Commerce) and the user entitlements to that product. Product admins can create product profiles for the product, create (but not remove) users and user groups for the product, add or remove users and user groups from product profiles, and add or remove other product admins from the product.

Default product profiles

Product profiles, which are similar to roles, entitle users with specific services for a specific product.

The new user interface for Search, Social & Commerce has the following default product profiles, which provide different subsets of features and services. You can’t edit the product permissions for the default product profiles or delete the default product profiles. However, product admins, product profile admins, and system administrators can create and manage additional product profiles with different subsets of available permissions, as needed.

  • Basic Optimization: For users who need standard portfolio management and planning capabilities with basic settings access.

  • Expert Optimization: For power users who need full portfolio settings access including advanced expert-level controls. Includes all performance planning, objective, campaign, setup, and report management permissions.

  • Read-Only Optimization: For users who need visibility into portfolios, simulations, and campaigns without any edit or create capabilities.

  • [Optimization] Admin: Grants full access to all functionality available and allows users to create new client instances (the same as legacy advertiser accounts, with one or more instances per organization ID). Don’t assign this right to anyone unless you have a proper business justification.

Functionality per product profile

A checkmark (✓) indicates that the permission is included in the product profile.

Portfolio Management

Permission
Basic
Expert
Read-Only
Admin
View Portfolios
✓
✓
✓
✓
View Portfolio Settings
✓
✓
✓
✓
View Portfolio Performance Details
✓
✓
✓
✓
View Portfolio Groups
✓
✓
✓
✓
Edit Portfolio Groups
✓
✓
✓
Edit Basic Portfolio Settings
✓
Edit Expert Portfolio Settings
✓
✓

Performance Planning Management

Permission
Basic
Expert
Read-Only
Admin
View Simulation
✓
✓
✓
✓
Create Simulation
✓
✓
✓
View Spend Recommendations
✓
✓
Apply Spend Recommendations
✓
✓

Objective Management

Permission
Basic
Expert
Read-Only
Admin
View Objective
✓
✓
✓
✓
Edit Objective
✓
✓
✓
View Conversion Value Rules
✓
✓
✓
✓
Edit Conversion Value Rules
✓
✓
View Conversions
✓
✓
Edit Conversions
✓
✓
View Conversions Visibility
✓
✓

Campaign Management

Permission
Basic
Expert
Read-Only
Admin
View Campaigns
✓
✓
✓
✓
Edit Campaigns
✓
✓
✓
View Ad Groups
✓
✓
✓
✓
Edit Ad Groups
✓
✓
✓
Ads View
✓
✓
✓
✓
Ads Edit
✓
✓
Keywords View
✓
✓
✓
✓
Audiences View
✓
✓
✓
✓
Auto Targets View
✓
✓
✓
✓
Creatives View
✓
✓
✓
✓
Extensions View
✓
✓
✓
✓
Label Classifications View
✓
✓
✓
✓
Placements View
✓
✓
✓
✓
Recommendations View
✓
✓
✓
✓
View Bulksheets
✓
✓
Edit Bulksheets
✓
✓
✓
✓

Report Management

Permission
Basic
Expert
Read-Only
Admin
View History Logs
✓
✓
✓
✓
View Scheduled Reports
✓
✓
✓
✓
Edit Scheduled Reports
✓
✓

Setup Management

Permission
Basic
Expert
Read-Only
Admin
View Account
✓
✓
✓
✓
Edit Account
✓
✓
View MCC Accounts
✓
✓
✓
✓
Edit MCC Accounts
✓
✓

Tasks for administrators

Sign in to Adobe Admin Console and open it to Search, Social, & Commerce

PREREQUISITES
You must have some type of administrator access to Search, Social, & Commerce to sign in to Admin Console.
  1. Go to https://adminconsole.adobe.com/enterprise/.

  2. (If you’re not signed in to CX Enterprise) Sign in to CX Enterprise:

    1. Enter your Adobe ID, and click Continue.

    2. Select either **Personal Account" or Company or School Account.

    3. Select the applicable CX Enterprise organization.

      Admin Console opens to the Overview tab.

    4. Under Product & services, click “Adobe Advertising, Search, Social, & Commerce — Org Name.”

      The product page opens to the Product profiles tab for Search, Social, & Commerce. Additional tabs include Users and Product Admins.

Workflow for system administrators

Follow this workflow for each client instance of Search, Social, & Commerce.

Workflow for product administrators

Follow this workflow for each client instance of Search, Social, & Commerce.

  1. Sign in to Adobe Admin Console and open it to Search, Social, & Commerce.

  2. As needed, create end users individually or in bulk.

  3. (Optional) Create user groups for the instance and assign users to each user group.

    If the instance has many users, create user groups to ensure that users are assigned the right profiles based on their level of expertise. (See Step 4 for assigning user groups to product profiles.) You can create user groups based on the line of business, user access needs, user hire date, or other criteria.

    note important
    IMPORTANT
    User group names should clearly communicate the rights that the group of users should be assigned. For example, if you want to create a user group with “Read Only” rights, include “Read Only” in the user group name, such as “Acme_Uk_ReadOnly” or “Acme_ReadOnly.”
  4. (Optional) Create custom product profiles with defined permission sets.

    Custom profiles are in addition to the four default product profiles that are already available.

    Each product profile for an organization must have a unique name. If your organization uses multiple Search, Social, & Commerce instances (for example, Acme_US and Acme_JP), then you can’t duplicate a product profile name in multiple instances. Best practice: Use the naming convention <Name>_<Instance>, such as “Simulations_Only_JP.”

    Caution: Product permissions are very granular. Be careful when you configure custom product profiles or you may omit functionality that you want to include.

  5. Assign each user or user group to the relevant product profile manually or in bulk.

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