Manage permissions for a role
IMPORTANTPermissions is the area of Experience Cloud where administrators can define user roles and access policies to manage access permissions for features and objects within a product application.
Through Permissions, you can create and manage roles, as well as assign the desired resource permissions for these roles. Permissions also allow you to manage the labels, sandboxes, and users associated with a specific role.
Immediately after creating a new role, you are returned to the Roles tab. If you are editing permissions for an existing role, select the role from the Roles tab. Alternatively, use the filter option to filter the results to find a role.
Filter roles
Select the funnel icon (
The following filters are available for roles in the UI:
| Filter | Description |
|---|---|
| Created between | Select a start date and/or an end date to define a date range to filter results by. |
| Created by | Filter by role creator by selecting a user from the dropdown. |
| Modified between | Select a start date and/or an end date to define a date range to filter results by. |
| Modified by | Filter by role modifier by selecting a user from the dropdown. |
To remove a filter, select the “X” on the pill icon for the filter in question, or select Clear all to remove all filters.
Role details
Select the role from the Roles tab, which will open the role’s Details dashboard.
The Details dashboard provides an overview of the role. The overview displays the role name, description, creator, and last modifier, along with the creation and modification dates. It also shows the permissions attached to the role and the list of assigned sandboxes. The role name and description can be modified, if required.
Manage labels for a role
Select the Labels tab to open the roles labels workspace, then select Add labels to assign labels to the role.
The Apply Access and Data Governance Labels dialog is displayed, presenting a list of labels. The list displays the label name, friendly name, category, and its description.
Select the labels from the list you would like to add to the role, then select Save
Added labels appear under Labels tab.
To remove a label from a role, select the label and then select Remove Labels.
Manage sandboxes for a role
Select the Details tab and navigate to the Sandboxes section. Select View All to see the complete list of sandboxes added to the role.
To add more sandboxes to a role, select Edit from the top-right of the UI.
The next screen prompts you to choose which sandboxes resources to include in the role using the dropdown. When finished, select Save and then Close.
Manage users for a role
Select the Users tab to open the roles Users workspace, then select Add Users to assign users to the role.
The Add Users dialog appears. Select the users from the list you would like to add to the role. Alternatively, use the search bar to search for the user by entering their name or email address, then select Save
Added users appear under Users tab.
To remove a user from a role, select the X icon next to the user’s name.
The following video is intended to support your understanding of creating a new role and managing users for that role.
Manage API credentials for a role
IMPORTANTTo use Experience Platform APIs as a user or developer, a system administrator needs to add API credentials in addition to a role’s given set of permissions. For a complete guide on creating and assigning API credentials, as well as the permissions needed, refer to the step-by-step tutorial in authenticate and access Experience Platform APIs.
Select the API credentials tab to open the roles API credentials workspace, then select Add API credentials to assign API credentials to the role.
The Add API credentials dialog appears. Select API credentials from the list to add to the role and then select Save
Added API credentials appear under API credentials tab.
To remove an API credential from a role, select the X icon next to the API credential name.
The Remove API credentials dialog appears, prompting you to confirm deletion. Select Confirm to finish removing the selected credential.
You will be returned to the API credentials tab.
Manage user groups for a role
User groups are multiple users that have been grouped together and have access to execute the same functions.
Select the User groups tab to open the role’s user groups workspace and then select Add Groups to assign user groups to the role.
The Add Groups dialog appears. Select the user groups from the list you would like to add to the role. Alternatively, use the search bar to search for the user group by entering the name of the group, then select Save
Added user group appears under User groups tab.
To remove a user group from a role, select the X icon next to the user group name.
The Remove user group dialog appears, prompting you to confirm deletion. Select Confirm to remove the selected user group.
You will be returned to the User groups tab.
Add users to Experience Platform
As a system administrator, you may grant developer access to a user so they can create integrations in the Adobe Developer Console.
To add a user Experience Platform, log in to the Admin Console and select Add users.
The Add users to your team dialog appears. Enter the user’s email address, first name (optional) and last name (optional). Then select Products.
The Select products dialogu appears. Select Adobe Experience Platform.
The Select product profiles dialog appears. Select AEP-Default-All-Users then select Save.
Review the information and then select Save to add the user.
Next steps
With permissions established, you can proceed to the next step to manage users.
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