Set permissions for Real-Time CDP Collaboration

Transcript

Hey everybody, this is Doug. In this video I want to show you how to set up permissions in real-time CDP collaboration. So there are really four things or groups of things that you need to set up and you can do them individually. I kind of have my text box down at the bottom. You can grant each of these items or these permissions separately with information found in the documentation. But I’m going to make it a little easier for you and just show you how you can assign a few roles that will give you all the permissions that you need for anybody who’s going to be a user in real-time CDP collaboration. Now let’s just quickly walk through these four things so that we know what is actually needed. First of all, we need user access to Adobe Experience Platform. Well, you might ask yourself, why am I talking about Adobe Experience Platform when I just need access to collaboration? Well, obviously real-time CDP collaboration is built on top of real-time CDP and that is built on top of Experience Platform. So the permissions that we’re going to grant are all about Experience Platform and they will carry into collaboration. So again, number one, user access to platform. Secondly, a couple of very specific ones, view segments and view profiles so that you can bring audiences into collaboration from real-time CDP. This is also sometimes called importing the audiences or sourcing the audiences or even referencing the audiences. Third, there are a number of collaboration specific permissions and you can find those listed in the documentation. I’m not going to list all of them here. You’ll actually see them when we go through this and add a role. And last but not least, you’re going to need access to the prod or production sandbox in Experience Platform in order to access collaboration at all. So again, those are the four things or four groups of things that we’re going to need. And I want to make this easier for you to set these up for your collaboration users. So the roles or profiles that we’re going to add are just really a couple of places here. One, we’re going to go into the Adobe Admin Console and we’re going to add your users to two product profiles and I’ll show you how to get there. And then secondly, we’re going to jump into Experience Platform permissions and we’re going to add your users to an out-of-the-box collaboration role. So let’s take a look at how to do those. I’m going to jump over into the Admin Console and the way that you get here, let me kind of go backwards here. If you’re actually in Experience Platform, then you can go to the nine dots over here, this application switcher or what the kids these days are calling the waffle. You can actually click on the waffle there and go to Admin Console right here. That will bring us over to the Admin Console. OK, then you can click on Products and find your Experience Platform product. I will click on that. This will automatically bring us into the product profiles. And so these two default ones that you see here are the ones that we want to add them to. The AP Default All Users, so that is access to the platform. And then inside this default production all access role or really product profile is access to those two audience specific permissions that we need. So if we add our users to these, then we’re good to go for those first two items. Couple of ways to do that in here. You can go to Users and add a user in here. And when you add that user, it’ll ask which product profiles you want to add them to. And then you just add them to both of those. Or if you go to Product Profiles and you go into each one of these, I’ll go into this one. And then you can add a user right here. You can add users if they’re not in the system already. So I’ll just go back. And in any case, that is the idea. Add users to these two product profiles. OK, jumping back, that takes care of, again, user access to AEP and also the view segments and view profiles permissions. Secondly, we want to go into experience platform permissions. And so let’s jump over to experience platform and we scroll down over here and we go into permissions. And then we’re going to go into roles and you will see two collaboration out of the box roles right here. Now, on mine, you see a couple of other collaboration ones that have been built, one by me and one by Clayton. But the one that you need is actually collaboration managers. This is for people who will actually be using these things and doing things in collaboration. If you have anybody that you just want to have read only access in the tool, then add them to the collaboration viewers role. But the collaboration managers will allow them to do the stuff that they will need to do, add things, edit things, all those kinds of things in collaboration. Again, both of these are out of the box, which you can tell over here by this N.A. on modified by as well as the read only, which just means, you know, you can’t change these. These are created out of the box. So you go into collaboration managers and you go here into users and then you can add more users. And let me go back to details where we were just here a second ago and you can see these permissions and I’ll go view all. And there’s 15 different permissions here that you can add simply by assigning this role. So, again, you just have to add a user to this role. They get all of these collaboration permissions and they will also have access to the prod sandbox. So, again, you are good to go. Let me go back to PowerPoint here and that takes care of all of this, right? The collaboration specific permissions and the access to the prod sandbox. So once again, just it’s super easy. Just go into the admin console, add your users to the two product profiles. You go into experience platform permissions, add them to the out of the box collaboration managers role, and they will be able to access and do all that great fun stuff in real time CDP collaboration. Good luck.