Product permissions
The following permissions control access to features in Adobe Marketo Optimizer. Add them to roles in the Permissions area of Adobe Experience Platform. For detailed information about creating roles and assigning them to users, see User access and permissions.
The last three columns show the permissions that are recommended for each of the suggested user types: Admin, All Access User, and Read Only Access User. A check mark (✔) means that the permission is recommended for that user type, and a dash (–) means that it is not. Adjust the recommendations to fit your organization.
IMPORTANT
Marketo Optimizer access requires that you enable a specific sandbox that is provisioned using the following naming convention:
Mktoaep + Marketo Engage subscription prefix. For example, if your linked Marketo Engage subscription prefix is AcmeAssoc, the sandbox required for Marketo Optimizer access is MktoaepAcmeAssoc. Add this sandbox to every role.NOTE
You must be a system administrator to see the Permissions tile in Experience Platform.
Some permissions apply to features that are not yet available in the product. Administrators can add these permissions now so that users have the applicable access when the features become available.
Suggested user types suggested-user-types
Use the permission recommendations in the tables on this page as a starting point for the roles that you create. These are suggestions for each type of user. Adjust them to fit your organization.
Attribute
Admin
All Access User
Read Only Access User
Who it is for
People who set up and manage Marketo Optimizer for your team.
Marketers and operators who work in Marketo Optimizer every day.
People who need to see Marketo Optimizer but not change anything, such as executives, analysts, and auditors.
What they can do
Everything, including setup and admin settings.
Use every feature: journeys, programs, content, lists, reports, and the assistant.
View journeys, programs, content, lists, and reports, and ask the assistant questions.
Permissions to assign
Every permission on this page (select Add all in the role editor).
The permissions with a ✔ in the All Access column of the tables on this page.
The permissions with a ✔ in the Read Only column of the tables on this page.
Not included
–
-
Admin configurations
-
Channel configurations, including email settings, form presets, landing page settings, and WhatsApp presets and settings
-
Program types (view and manage)
-
Creating, editing, deleting, publishing, or exporting (all Manage and Publish permissions, except chat access)
-
Activating audiences to destinations
-
Admin configurations and channel configurations, including viewing email settings and form presets
-
Viewing program types
Suggested user group
Marketo Optimizer Administrators Group
Marketo Optimizer Users Group
Marketo Optimizer Read Only Users Group
Suggested role
Marketo Optimizer Administrator
Marketo Optimizer All Access User
Marketo Optimizer Read Only Access User
For the procedure to create these groups and roles, see Create user groups and roles for suggested user types.
Content and assets content-assets
Category
Permission
Description
Admin
All Access
Read Only
B2B Assets
Manage B2B Assets
Create, edit, and delete asset files.
✔
✔
–
Manage B2B Emails
Create, edit, and delete email messages.
✔
✔
–
Manage B2B Forms
Create, edit, and delete forms.
✔
✔
–
Manage B2B Fragments
Create, edit, and delete content fragments.
✔
✔
–
Manage B2B Landing Page
Create, edit, and delete landing pages.
✔
✔
–
Manage B2B Message Export
Export message reports under the Email section.
✔
✔
–
Manage B2B Templates
Create, edit, and delete content templates.
✔
✔
–
Manage B2B Webinars
Create, edit, and delete interactive webinars.
✔
✔
–
Publish B2B Forms
Publish forms for use in landing pages.
✔
✔
–
Publish B2B Fragments
Publish content fragments for use in templates, emails, and landing pages.
✔
✔
–
Publish B2B Landing Page
Publish landing pages.
✔
✔
–
View B2B Assets
View the Assets library and asset file details.
✔
✔
✔
View B2B Emails
View email messages.
✔
✔
✔
View B2B Forms
View forms.
✔
✔
✔
View B2B Fragments
View content fragments list and details.
✔
✔
✔
View B2B Landing Page
View landing pages.
✔
✔
✔
View B2B Templates
View content templates list and details.
✔
✔
✔
View B2B Webinars
View interactive webinars.
✔
✔
✔
Channel configuration and administration channels-admin
Category
Permission
Description
Admin
All Access
Read Only
B2B Admin Configurations
Manage B2B Admin Configurations
Configure administration settings, such as digital asset management connections, asset repositories, and events.
✔
–
–
B2B Channel Configurations
Manage B2B Channels Configurations
Access to the Channels menu item in the left navigation and all channel configuration operations.
✔
–
–
Manage B2B Email Settings
Configure email settings. These settings are required before users can send emails.
✔
–
–
Manage B2B Forms Preset
Create, edit, and delete form presets.
✔
–
–
Manage B2B Landing Page Settings
Configure landing page settings, such as subdomains.
✔
–
–
Manage B2B WhatsApp Presets
Create, view, and delete WhatsApp message presets and associated SMS settings.
✔
–
–
Manage B2B WhatsApp Settings
Configure WhatsApp channel settings.
✔
–
–
Publish B2B Forms Preset
Publish form presets.
✔
–
–
View B2B Email Settings
View email settings (subdomains, PTR records, IP pools, suppression lists, seed lists, IP warm-up plans).
✔
–
–
View B2B Forms Preset
View form presets.
✔
–
–
Journeys, programs, and folders journeys-programs
Category
Permission
Description
Admin
All Access
Read Only
B2B Folder Tokens
Manage B2B Folder Tokens
Create, edit, and delete tokens on folders. Changes apply to everything in the folder, so assign this separately from Manage B2B Folders.
✔
✔
–
View B2B Folder Tokens
View tokens defined on folders.
✔
✔
✔
B2B Folders
Manage B2B Folders
Create, edit, and delete folders.
✔
✔
–
View B2B Folders
View folders.
✔
✔
✔
B2B Journeys
Manage B2B Journey Traffic Control
Configure journey traffic control, including simulating its effect.
✔
✔
–
Manage B2B Person Journeys
Access to the Person Journeys list and all person journey operations.
✔
✔
–
Publish B2B Person Journeys
Publish person journeys.
✔
✔
–
View B2B Journey Traffic Control
View journey traffic control settings.
✔
✔
✔
View B2B Person Journey Reports
View person journey reports, including the Person Journey Individual report.
✔
✔
✔
View B2B Person Journeys
Read-only access to the Person Journeys list and journey details.
✔
✔
✔
B2B Program Tokens
Manage B2B Program Tokens
Create, edit, and delete tokens on programs and program types.
✔
✔
–
View B2B Program Tokens
View tokens defined on programs and program types.
✔
✔
✔
B2B Program Types
Manage B2B Program Types
Create, edit, and delete marketing program types.
✔
–
–
View B2B Program Types
View marketing program types.
✔
–
–
B2B Programs
Manage B2B Programs
Create, edit, and delete marketing programs.
✔
✔
–
View B2B Programs
View marketing programs.
✔
✔
✔
Audiences, intent, and destinations audiences-intent
Category
Permission
Description
Admin
All Access
Read Only
B2B Destinations
Activate B2B Destinations
Activate audiences to B2B destinations.
✔
✔
–
Manage B2B Destinations
Create, edit, and delete B2B destinations.
✔
✔
–
View B2B Destinations
View-only access to B2B destinations.
✔
✔
✔
B2B Intent Configuration
Manage B2B Intent Configuration
Create, edit, and delete intent configurations.
✔
✔
–
View B2B Intent Configuration
View intent configurations (intent weighting models).
✔
✔
✔
B2B Organization Rules
Manage B2B Organization Rules
Create, edit, and delete organization rules.
✔
✔
–
View B2B Organization Rules
View organization rules.
✔
✔
✔
B2B Person Lists
Manage B2B Person Lists
Create, edit, and delete person lists, and manage list membership.
✔
✔
–
View B2B Person Lists
View static and dynamic person lists.
✔
✔
✔
Reports, Labs, and chat reports-labs-chat
Category
Permission
Description
Admin
All Access
Read Only
B2B Conversational Experience
Manage B2B Conversational Experience
Access to the chat panel and the assistant. Actions in the panel also require the matching feature permission. For example, creating a journey requires Manage B2B Person Journeys. See Chat permissions.
✔
✔
✔
B2B Labs
Manage B2B Labs
Enable and configure Labs features.
✔
✔
–
View B2B Labs
View the Labs features that are available and enabled.
✔
✔
✔
B2B Reporting
View B2B Embedded Reports
View the reports in the Reports tab.
✔
✔
✔
View B2B Intent Reports
View intent reports.
✔
✔
✔
Chat permissions chat-permissions
Chat permissions follow feature-level permissions. Coworker for Marketo Optimizer checks every skill or action in chat against the same permission that the feature needs outside chat: Manage permissions to create, edit, or publish, and View permissions for read-only skills. If a user lacks the feature permission, Coworker cannot perform that action for them. For example, creating a journey requires Manage B2B Person Journeys, and listing forms requires View B2B Forms.
External destinations permissions external-destinations-permissions
To provide access to external destinations for users in Marketo Optimizer, the following permissions are required. The columns follow the same recommendations for each user type described in Suggested user types.
Category
Permission
Description
Admin
All Access
Read Only
Dashboards
Manage Standard Dashboards
Add custom attributes that are not yet in the data warehouse.
✔
✔
–
View Standard Dashboards
View-only access to the Profiles, Destinations, and Segments dashboards. Also enables access to Dashboards in the left navigation.
✔
✔
✔
Destinations
Activate Destinations
Activate data to active destinations. View Destinations or Manage Destinations is also required.
✔
✔
–
Activate Segment without Mapping
Activate audiences to existing destinations without the mapping step. Users can add and remove audiences in activation workflows, but cannot add or remove mapped attributes or identities. View Destinations is also required.
✔
✔
–
Destination Authoring
Author destinations using the Experience Platform Destination SDK.
✔
✔
–
Manage and Activate Dataset Destination
View, create, edit, and disable dataset export flows, and activate data to datasets. View Destinations is also required.
✔
✔
–
Manage Destinations
View, create, and delete destinations connections and destination accounts.
✔
✔
–
View Destinations
View available destinations in the Catalog tab and authenticated destinations in the Browse tab.
✔
✔
✔
Data Governance
Manage B2B Delete Usage Labels
View, create, and delete data usage labels (DULE) applied to datasets and schemas.
✔
✔
–
Manage Data Usage Policies
View, create, edit, and delete data usage policies.
✔
✔
–
View Data Usage Policies
View-only access for data usage policies belonging to your organization.
✔
✔
✔
Data Ingestion
Manage Sources
View, create, edit, and disable sources.
✔
✔
–
View Sources
View available sources in the Catalog tab and authenticated sources in the Browse tab.
✔
✔
✔
Profile Management
Manage Profile Settings
View and edit all profile settings.
✔
✔
–
View Profile Settings
View-only access to all profile settings.
✔
✔
✔
recommendation-more-help
marketo-optimizer-help-user-guide