Permissions
Permissions provides a central location for managing Experience Platform access for your organization. Through Permissions, you can grant groups of users access permissions for various Experience Platform capabilities, such as Manage Datasets, View Datasets, or Manage Profiles.
Roles
In the Roles section, permissions are assigned to users through the use of roles. Roles allow you to grant permissions to one or multiple users, and also contain their access to the scope of the sandboxes that are assigned to them through roles. Users can be assigned to one or multiple roles belonging to your organization.
Default roles
Experience Platform comes with two pre-configured default roles. The following table outlines what is provided in each default profile, including the sandbox they grant access to as well as the permissions they grant within the scope of that sandbox.
Role | Sandbox access | Permissions |
---|---|---|
Default production all access | Prod | All permissions applicable to Experience Platform, except for Sandbox Administration permissions. |
Sandbox Administrators | N/A | Provides access to the Prod sandbox and to Sandbox Administration permissions. |
Sandboxes and permissions
Non-Production sandboxes are a form of data virtualization that allow you to isolate data from other sandboxes and are typically used for development experiments, testing, or trials. A role’s permissions give the role’s users access to Experience Platform features within the sandbox environments to which they’ve been granted access to. A default Experience Platform license grants you five sandboxes (one production and four non-production). You can add packs of ten non-production sandboxes up to a maximum of 75 sandboxes in total. Please contact your organization’s administrator or your Adobe sales representative for more details.
For more information about sandboxes in Experience Platform, please refer to the sandboxes overview.
Access to sandboxes
Access to sandboxes is managed through roles. For detailed steps on how to enable access to a sandbox for a role, see the attribute based access control roles guide.
Users can be granted access to one or more sandboxes within a role. If one user is included in two or more roles, that user will have access to all sandboxes included in those roles.
The “Sandbox Management” permission allows users to manage, view, or reset sandboxes.
Resource permissions
Resource permissions grant access to specific Experience Platform capabilities. Resources are broken down into categories that contain a set of relevant permissions, which can be individually assigned to roles.
In Permissions, a role’s resources workspace displays the sandboxes and permissions that are active for that role:
The following table outlines the available resource categories for both Experience Platform and applications managed through Permissions:
Category | Description |
---|---|
Adobe Mix Modeler | Configure, manage, and view permissions for Adobe Mix Modeler. |
AI Assistant | Configure permissions for AI Assistant. |
Alerts | Configure manage, resolve, and view permissions for alerts and alerts history. |
B2B Account Lists | Configure manage, view, and publish permissions for B2B account lists, including actions such as add, remove, import, and delete accounts from account lists. |
B2B Admin Configurations | Configure manage and view permissions for B2B admin configurations, including digital asset management connections, asset repositories, and events. |
B2B Assets | Configure manage and view permissions for B2B assets, including emails, SMS, landing pages, fragments, templates, and images. |
B2B Buying Groups | Configure manage and view permissions for B2B buying groups, including features such as solution interests, roles templates, and buying group status. |
B2B Channel Configurations | Configure manage and view permissions for B2B channel configurations, including settings such as communication limits, API credentials, and security settings. |
B2B Dashboards | Configure view permissions for B2B dashboards, including features such as account engagement, buying group stages, surging accounts, and contact coverage. |
B2B Journeys | Configure manage, view, and publish permissions for B2B journeys, including features such as account and person actions, event listeners, and split paths. |
Campaigns | Configure manage, publish, and view permissions to campaigns in Journey Optimizer. |
Channel Configurations | Configure manage, view, and export channel configurations features such as subdomains, IP pools, message presets, PTR records, suppression lists, landing page settings, SMS settings, and file routing. |
Collaborations | Configure manage and view permissions to Real-Time Customer Data Profile Collaboration features. |
Computed Attributes | Configure manage and view permissions to draft or published computed attributes. |
Customer Managed Keys | Configure manage permissions to customer managed keys. |
Dashboards | Configure manage and view permissions to standard, custom, and licensed dashboards. |
Data Collection | Configure manage and view permissions to datastreams. |
Data Governance | Configure manage, apply, and view permissions to data Ggvernance features such as labels, policies, and activity logs. |
Data Ingestion | Configure manage and view permissions to data ingestion features such as sources and audience share. |
Data Lifecycle | Configure manage and view permissions to data hygiene features. |
Data Management | Configure manage and view permissions to data management features such as datasets and monitoring datasets and streams. |
Data Modeling | Configure manage and view permissions to data modeling features such as schemas, relationships, and identity metadata. |
Data Science Workspace | Configure manage permissions to Data Science Workspace. |
Decision Management | Configure manage and view permissions to decisions, offers, and ranking strategy features in decision management. |
Destinations | Configure manage and view permissions to destinations, including features such as activation and authoring with Destinations SDK. |
Federated Data | Configure manage and view permissions to federated data features. |
Identity Management | Configure manage and view permissions to Identity Service features such as identity namespaces and the identity graph. |
Intelligent Service | Configure manage and view permissions to attribution AI and customer AI in intelligent service. |
IP Warmup Configurations | Configure manage and view permissions to IP warmup plans and view permissions to view IP warmup reports. |
Journey Optimizer Library | Configure manage permissions to library items in Adobe Journey Optimizer. |
Journey Optimizer Rules | Configure manage and view permissions to frequency rules in Adobe Journey Optimizer. |
Journeys | Configure manage, publish, and view permissions to journeys, including features such as journeys report, events, data sources, and actions. |
Messages | Configure manage, publish, and view permissions to messages, including features such as messages preview and test. |
Privacy Service | Configure manage and view permissions to Privacy Service features. |
Profile Management | Configure manage, view, export, and evaluation permissions to profile service features such as audiences, profiles, and merge policies. |
Prospects | Configure manage and view permissions to prospects schemas, profiles, and audiences, including features such as seeing the prospect accordion. |
Query Service | Configure manage permissions to query service features such as non-expiring credential and structured SQL queries. |
Reports | Configure view permissions to channel reports. |
Sandbox Administration | Configure manage, view, and reset permissions when administering sandboxes. |
Traits Configuration | Configure manage and view traits via the computed attributes UI. |
Translation Services | Configure manage and view permissions to translation services for projects, tasks, reviews, inhouse, settings, and providers. |
The following table outlines the available permissions for Experience Platform in the role, with descriptions of the specific Experience Platform capabilities they grant access to. For detailed steps on how to add permissions to a role, see the attribute based access control roles guide.
Category | Permission | Description |
---|---|---|
Adobe Mix Modeler | Manage Adobe Mix Modeler Harmonized Data | The ability to view and modify harmonized data. |
Adobe Mix Modeler | View Adobe Mix Modeler Harmonized Data | Read-only access to harmonized data. |
Adobe Mix Modeler | Manage Adobe Mix Modeler Models Configurations | The ability to view and modify models configurations. |
Adobe Mix Modeler | View Adobe Mix Modeler Models Configurations | Read-only access to models configurations. |
Adobe Mix Modeler | Manage Adobe Mix Modeler Models Plans Configurations | The ability to view and modify plans configurations. |
Adobe Mix Modeler | View Adobe Mix Modeler Models Plans Configurations | Read-only access to plans configurations. |
AI Assistant | Enable AI Assistant | Ability to ask the AI assistant questions. |
AI Assistant | View Operational Insights | Access to obtain responses to operational insights queries. |
AI Assistant | Generate Content | Enable users to generate content using the AI Assistant. |
AI Assistant | Manage Brand Kit | Enable users to create brand guidelines using the AI Assistant. |
Alerts | View Alerts History | Read-only access for alerts history. |
Alerts | Resolve Alerts | Access to read, edit, and delete alerts. |
Alerts | View Alerts | Read-only access for alerts. |
Alerts | Manage Alerts | Access to read, create, edit, and delete alerts. |
B2B Account Lists | Manage B2B Account Lists | Ability to view and access Account Lists in the left nav. Users with access to Account Lists should have access to all Account Lists CRUD functions: /accounts-list . |
B2B Admin Configurations | Manage B2B Admin Configurations | Ability to view and access B2B Admin Configurations in the left nav. Users with access to B2B Admin Configurations should have access to all SMS API Credentials CRUD functions: /admin-configs . |
B2B Assets | Manage B2B Assets | Ability to view and access Assets in the left nav. Users with access to Assets should have access to all Assets CRUD functions: /assets-listing . |
B2B Assets | Manage B2B Templates | Ability to view and access Templates in the left nav. Users with access to Templates should have access to all Templates CRUD functions: /b2b-content-templates . |
B2B Assets | Manage B2B Fragments | Ability to view and access Fragments in the left nav. Users with access to Fragments should have access to all Fragments CRUD functions: /fragments . |
B2B Buying Groups | Manage B2B Buying Groups | Ability to view and access Buying Groups in the left nav. Users with access to Buying Groups should have access to all Buying Groups CRUD functions: /buying-groups . |
B2B Dashboards | Manage B2B Engagement Dashboards | Ability to view and access Dashboard in the left nav. Users with access to Dashboards should have access to all Dashboards CRUD functions: /insights-dashboard . |
B2B Channel Configurations | Manage B2B Channels Configurations | Ability to view and access Channels in the left nav. Users with access to Channels should have access to all Channels CRUD functions: /channels-config . |
B2B Journeys | Manage B2B Account Journeys | Ability to view and access Account Journeys in the left nav. Users with access to Account Journeys should have access to all Account Journeys CRUD functions: /account-journeys . |
Campaigns | Manage Campaigns | Access to read, create, edit, and delete campaigns. |
Campaigns | Approve and Publish Campaigns | The ability to approve and publish campaigns. |
Campaigns | Publish Campaigns | Ability to publish campaigns. |
Campaigns | View Campaigns | Read-only access to campaigns. |
Campaigns | View Campaigns Report | Read-only access to campaign reports. |
Channel Configurations | View Messages General Settings | Read-only access to messages general settings. |
Channel Configurations | Manage Subdomains Delegations | Access to read, create, edit, and delete subdomain delegations. |
Channel Configurations | Manage IP Pools | Access to read, create, and edit IP pools. |
Channel Configurations | Manage Messages General Settings | Access to read, create, edit, and delete messages general settings. |
Channel Configurations | Manage Messages Presets | Access to read, create, edit, and delete messages presets. |
Channel Configurations | View Messages Presets | Read-only access to messages presets. |
Channel Configurations | Manage PTR Records | Access to read and edit PTR records. |
Channel Configurations | View PTR Records | Read-only access to PTR records. |
Channel Configurations | Manage Suppression | Access to read, create, edit, and delete suppression rules. |
Channel Configurations | View Suppression List | Read-only access to the suppression list. |
Channel Configurations | Export Suppression List | Access to export the suppression list as a CSV file. |
Channel Configurations | Manage Landing Page Settings | Access to read, create, edit, and delete landing page settings. |
Channel Configurations | Manage SMS Settings | Access to read, create, edit, and delete SMS settings. |
Channel Configurations | Manage SMS Subdomains | Access to read, create, edit, and delete SMS subdomains. |
Channel Configurations | Manage File Routing | Access to read, create, edit, and delete file routings. |
Channel Configurations | View File Routing | Read-only access to file routings. |
Channel Configurations | Manage Seedlist | The ability to create and edit the Seedlist. |
Channel Configurations | Manage Language Settings | The ability to create and edit the language settings. |
Channel Configurations | Manage Web Subdomains | The ability to create and edit CJM web subdomains. |
Channel Configurations | Manage Push Credentials | The ability to create, edit, and delete push credentials. |
Collaborations | Manage Collaboration Instances | View, create, update, and delete an organization’s collaboration instances. Discover other organizations’ collaboration instances. |
Collaborations | Read Collaboration Instances | Read an organization’s collaboration instances and discover other organizations’ collaboration instances. |
Collaborations | Manage Connection Invites | View, create, and delete connection invites initiated by your organization. Accept and decline connection invite initiated by other organizations. |
Collaborations | Read Connection Invites | Read-only access to connection invites. |
Collaborations | Manage Collaboration Connections | An advertiser can view, create, and update settings as well as submit and delete connections. A publisher can view, accept, or decline connections. |
Collaborations | Read Collaboration Connections | Read-only access to connections. |
Collaborations | Manage Audience Data | Onboard and discover audiences. Update public, private, and custom audiences and manage Audience Inventory metadata settings. |
Collaborations | Read Audience Data | Read and discover audiences. |
Collaborations | Manage Measurement Data | Onboard, update, and delete measurement data. |
Collaborations | Read Measurement Data | Read-only access to measurement data. |
Collaborations | Manage Projects | View, create, update, and delete projects for any of the discover, share, activate, and measurement activities. |
Collaborations | Read Projects | View projects for any of the discover, share, activate, and measurement activities. |
Collaborations | Read User Activities | Read-only access to user activities. |
Collaborations | Export User Activities | Export user activities. |
Collaborations | Read Collaboration Credit Monitoring | Credit monitoring at the organization and instance level. |
Computed Attributes | View Computed attributes | Read-only access for computed attributes tab, inventory, and details. |
Computed Attributes | Manage Computed attributes | Access to read, create, delete drafts, and deactivate computed attributes. |
Customer Managed Keys | Manage Customer Managed Keys | Access to view and configure customer managed keys. |
Dashboards | View License Usage Dashboard | Read-only access to view the license usage dashboard. |
Dashboards | Manage Standard Dashboards | Add custom attributes that are not yet in the data warehouse. |
Dashboards | View Standard Dashboards | Read-only access to view the license usage dashboard. |
Dashboards | Manage Custom Dashboards | Access to create or edit a dashboard. |
Dashboards | View Custom Dashboards | Read-only access to user defined dashboards. |
Dashboards | Manage Report Schedules | Ability to create schedules. |
Data Collection | Manage Datastreams | Access to read, create, and edit datastreams. |
Data Collection | View Datastreams | Read-only access to datastreams. |
Data Governance | Manage Usage Labels | Access to read, create, and delete usage labels. |
Data Governance | Manage Data Usage Policies | Access to read, create, edit, and delete data usage policies. |
Data Governance | View Data Usage Policies | Read-only access for data usage policies belonging to your organization. |
Data Governance | View User Activity Log | Read-only access to view recorded audit logs of Platform activities. |
Data Governance | View Privacy Console | Read-only access to privacy consoles. |
Data Ingestion | Manage Sources | Access to read, create, edit, and disable sources. |
Data Ingestion | View Sources | Read-only access to available sources in the Catalog tab and authenticated sources in the Browse tab. |
Data Ingestion | Manage Audience Share Connections | Access to create, accept, and decline partner sharing to connect two organizations and enable Segment Match flows. |
Data Ingestion | Manage Audience Share | Access to read, create, edit, and publish Segment Match feeds with active partners. |
Data Lifecycle | View Data Lifecycle | Read-only access for data lifecycle. |
Data Lifecycle | Manage Data Lifecycle | Access to read, create, edit, and delete data lifecycle. |
Data Modeling | Manage Schemas | Access to read, create, edit, and delete schemas and related resources. |
Data Modeling | View Schemas | Read-only access to schemas and related resources. |
Data Modeling | Manage Relationships | Access to read, create, edit, and delete schema relationships. |
Data Modeling | Manage Identity Metadata | Access to read, create, edit, and delete identity metadata for schemas. |
Data Management | Manage Datasets | Access to read, create, edit, and delete datasets. Read-only access for schemas. |
Data Management | View Datasets | Read-only access for datasets and schemas. |
Data Management | Data Monitoring | Read-only access to monitoring datasets and streams. |
Data Science Workspace | Manage Data Science Workspace | Access to read, create, edit, and delete in Data Science Workspace. |
Decision Management | Manage Experience Decisioning | Ability to manage experience decisioning entities. |
Decision Management | View Experience Decisioning | Read-only access to experience decisioning entities. |
Decision Management | Manage Decisions | Access to read, create, edit, and delete decisioning entities. |
Decisions Management | View Decisions | Read-only access to decision entities. |
Decision Management | Manage Offers | Access to read, create, edit, and delete all offers and components. Read-only access to decisions and collections. |
Decsion Management | Manage Ranking Strategies | Access to read, create, edit, and delete custom reports and use action features. |
Destinations | View Destinations | Read-only access to view available destinations in the Catalog tab and authenticated destinations in the Browse tab. |
Destinations | Manage Destinations | Access to read, create, and delete destinations connections and destination accounts. |
Destinations | Activate Destinations | Ability to activate data to active destinations that have been created. This permission also requires either View Destinations or Manage Destinations to be granted to the user who will activate destinations. |
Destinations | Activate Segment without Mapping | The ability to activate audiences to existing destinations, without displaying the mapping step. Users can add and remove audiences in activation workflows, but cannot add or remove mapped attributes or identities. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations. |
Destinations | Manage and Activate Dataset Destinations | Ability to read, create, edit, and disable dataset export flows. Ability to also activate data to active datasets that have been created. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations. |
Destinations | Destination Authoring | Ability to author destinations using Adobe Experience Platform Destination SDK. |
Federated Data | Manage Federated Data | The ability to access all federated data features such as creating schemas, models, and compositions. |
Identity Management | Manage Identity Namespaces | Access to read, create, edit, and delete identity namespaces. |
Identity Management | View Identity Namespaces | Read-only access for identity namespaces. |
Identity Management | View Identity Graph | Read-only access for identity graphs. |
Identity Management | Manage Identity Settings | Access to read, create, and edit identity settings. |
Identity Management | View Identity Settings | Read-only access to identity settings. |
Intelligent Services | View Attribution AI | Read-only access for Attribution AI settings and insights. |
Intelligent Services | Manage Attribution AI | Access to read, create, edit, and delete Attribution AI models. |
Intelligent Services | View Customer AI | Access to read or view Customer AI models. |
Intelligent Services | Manage Customer AI | Access to create, update, delete, enable, or disable Customer AI models. |
IP Warmup Configurations | View IP Warmup Plans | Read-only access to IP warmup plans. |
IP Warmup Configurations | Manage IP Warmup Plans | The ability to manage IP warmup plans. |
IP Warmup Configurations | View IP Warmup Reports | Read-only access to IP warmup reports. |
Journeys | Manage Journeys | Access to read, create, edit, and delete journeys. |
Journeys | View Journeys | Read-only access to journeys. |
Journeys | View Journeys Report | Read-only access to journeys report. |
Journeys | Manage Journeys Events, Data Sources and Actions | Access to read, create, edit, and delete events, data sources, or actions. |
Journeys | View Journeys Events, Data Sources and Actions | Read-only access to events, data sources, or actions. |
Journeys | Approve and Publish Journeys | Ability to approve and publish journeys when a policy is applied. |
Journeys | Publish Journeys | Ability to publish journeys. |
Journey Optimizer Library | Manage Library Items | The ability to add and delete saved expressions. |
Journey Optimizer Library | Publish Fragments | The ability to publish content fragments. |
Journey Optimizer Library | Simulate Content | Access to the simulate content option for previewing and proofing. |
Journey Optimizer Rules | View Frequency Rules | Read-only access to frequency rules. |
Journey Optimizer Rules | Manage Frequency Rules | Access to read, create, edit, or delete frequency rules. |
Messages | Manage Messages | Access to read, create, edit, and delete messages. |
Messages | View Messages | Read-only access to messages. |
Messages | View Messages Report | Access to read and edit message reports. |
Messages | Publish Messages | Ability to publish messages. |
Messages | Manage Messages Preview and Test | Ability to approve and publish messages when a policy is applied. |
Privacy Service | Manage Privacy Service | Access to read and write privacy workflows. |
Privacy Service | View Privacy Service | Read-only access to privacy workflows. |
Profile Management | Manage Profiles | Access to read, create, edit, and delete datasets that are used for customer profiles. Read-only access to available profiles. |
Profile Management | View Profiles | Read-only access to available profiles. |
Profile Management | Manage Segments | Access to read, create, edit, and delete audiences. |
Profile Management | View Segments | Read-only access to available audiences. |
Profile Management | Manage Merge Policies | Access to read, create, edit, and delete merge policies. |
Profile Management | View Merge Policies | Read-only access to available merge policies. |
Profile Management | Import Audiences | Ability to use the CSV upload workflow to import new audiences. |
Profile Management | Export Audience Segment | Ability to export an evaluated audience to a dataset. |
Profile Management | Evaluate a Segment to an Audience | Ability to generate profiles for an audience by evaluating a segment definition. |
Profile Management | View B2B AI | Read-only access to settings and configurations for all B2B AI/ML services. |
Profile Management | Manage B2B AI | Access to read, create, edit, and delete settings and configurations for all B2B AI/ML services. |
Profile Management | View B2B Profile | Read-only access to B2B entity profiles (such as Account, Opportunity, and so on), settings and configurations for all B2B AI/ML services, and B2B dashboard widgets. |
Profile Management | Manage B2B Profile | Access to read, create, edit, and delete B2B entity profiles (such as Account, Opportunity, and so on). Read-only access for settings and configurations for all B2B AI/ML services, and B2B dashboard widgets. |
Profile Management | Manage Lookalikes | Ability to create or delete look-alike audiences. |
Profile Management | View B2B Experience | Ability to view B2B profiles and attributes. |
Profile Management | View Profile Settings | Read-only access to all profile settings. |
Profile Management | Manage Profile Settings | Access to read and edit all profile settings. |
Prospects | View Prospects | Read-only access to prospect schemas, profiles, audiences, and the prospect accordion. |
Prospects | Manage Prospects | Ability to create and manage prospect schemas, profiles, and audiences. Read-only access to the prospect accordion. |
Query Service | Manage Queries | Access to read, create, edit, and delete structured SQL queries for Platform data. |
Query Service | Manage Query Service Integration | Access to create, update, and delete non-expiring credentials for Query Service access. |
Query Service | Manage Query Sessions | Ability to evict existing sessions. |
Query Service | Manage Allow List | Ability to manage IP restrictions for your organization. |
Reports | View Channel Reports | The ability to view and modify channel reports. |
Sandbox Administration | Manage Sandboxes | Access to read, create, edit, and delete sandboxes. |
Sandbox Administration | View Sandboxes | Read-only access for sandboxes belonging to your organization. |
Sandbox Administration | Reset a Sandbox | Ability to reset a sandbox. |
Sandbox Administration | Manage Packages | Access to create, import, or export packages. |
Sandbox Administration | Share Packages | Access to share packages across different organizations. |
Traits Configurations | View Traits | Read-only access for traits. |
Traits Configurations | Manage Traits | Access to manage traits. |
Translation Service | Manage Translation Projects | The ability to manage translation projects. |
Translation Service | View Translation Projects | Read-only access to translation projects. |
Translation Service | Manage Translation Tasks | The ability to manage translation tasks. |
Translation Service | View Translation Tasks | Read-only access to translation tasks. |
Translation Service | Manage Translation Reviews | The ability to manage translation reviews. |
Translation Service | View Translation Reviews | Read-only access to translation reviews. |
Translation Service | Manage Translation In-house | The ability to manage translation in-house. |
Translation Service | View Translation In-house | Read-only access to translation in-house. |
Translation Service | Manage Translation Settings | The ability for administrators to manage translation settings. |
Translation Service | Manage Translation Providers | The ability to manage translation providers. |