Create the Marketo Engage product profile

When granting users access to an Adobe solution, you do not necessarily want to give them full access. Product profiles enable each solution to have its own set of user permissions. Use the Admin Console to assign product profiles.

For more information about using product profiles for user entitlements, see Manage product profiles for enterprise users in the Admin Console documentation.

NOTE
An Admin Console system administrator or Marketo Engage product administrator can perform these steps.
  1. Log in to https://adminconsole.adobe.com.

  2. Select the Products tab.

  3. Open the Market Engage instance where you want to add the profile and click New profile.

    Admin Console - Marketo Engage instance - New profile

  4. Enter a product profile name, such as Standard User.

  5. Click Next and then Save.

Create a user group

A user group is a collection of users are granted a shared set of permissions. You can add or remove users in your user group. The group permissions remain the same while the users within the group change.

For more information about how user groups are used to manage permissions, see Manage user groups in the Admin Console documentation.

NOTE
An Admin Console system administrator can perform these steps.
  1. Log in to https://adminconsole.adobe.com.

  2. Select the Users tab.

  3. Choose User Groups in the left navigation.

  4. Click New user group at the top right.

  5. Enter a name for the user group, such as Standard Users and click Save.

  6. Click the user group you just created.

  7. Select the Assigned product profiles tab and click Assign profile.

  8. Click + and add each instance of the following products:

    • Marketo Engage
    • Adobe Experience Platform - AEP-Default-All-Users
    • Adobe Experience Platform Data Collection
    • Data Collection All Access

    Admin Console - user-group - add products

  9. Click Save.

Create a role in AEP Permissions

Permissions are unitary rights that allow you to define the authorizations assigned to a product profile. Each permission is gathered under a capability, such as journeys or buying groups, which represents the different functionalities or objects in Journey Optimizer B2B Edition.

The Permissions area of Adobe Experience Platform is where administrators can define user roles and access policies to manage access permissions for features and objects within a product application. In this app, 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.

For more information, see Manage permissions for a role in the Experience Platform documentation.

NOTE
To complete the following steps, you must be a product administrator for Adobe Experience Platform.
  1. Go to experience.adobe.com.

  2. In the Quick access panel, select Permissions.

    NOTE
    If you don’t see Permissions, you may need to click View all and select it from the available applications.

    Experience Platform - access Permissions

  3. Select Roles in the left navigation and select Create role.

  4. In the Create new role dialog, enter a name for the role, such as AJO B2B, and a description (optional).

  5. Click Confirm.

  6. Select your sandboxes.

    Experience Platform - add sandboxes for the new role

  7. Add the profile permissions:

    • In the Resources list on the left, locate the Profile Management item and click the plus (+) icon to add the attribute.

    • For the attribute, add the following permissions:

      • View segments
      • Manage segments
      • View profiles
      • Manage profiles
      • View B2B profile
      • Manage B2B profile

    Experience Platform - add profiles for the new role

  8. Click Save at the top right.

  9. Go to the role details and select the User groups tab.

  10. Click Add Groups.

    Experience Platform - add profiles for the new role

  11. Select the checkbox next to the user group that you created previously in the Admin Console.

  12. Click Save.