Manage roles
AVAILABILITYTo manage user access to different components of the Real-Time CDP Collaboration UI, an administrator can define and assign roles. Roles define the access that an administrator or user has to resources in your organization. This guide will provide information on the standard roles provided in Real-Time CDP Collaboration, as well as the individual permissions you that can be assign to custom roles.
To begin managing roles, an administrator will need access to the Experience Platform product. For information on gaining administrative access, or on gaining access to Experience Platform, read the manage user access guide.
Standard roles
There are two standard roles provided to you that fill two common access control use cases. These are “read only” roles meaning they cannot be customized.
| Role name | Role description | Permissions |
|---|---|---|
| Collaboration Managers | This is all-access permission, containing all 15 permissions. This allows the user to read, create, and edit all data. It also provides access to the Prod sandbox in Experience Platform, allowing you to import audiences into Real-Time CDP Collaboration. | All from the table below. |
| Collaboration Viewers | This is a read-only access permission. A user can read and discover data, activities, connections, and more. It also provides access to the Prod sandbox in Experience Platform, allowing you to import audiences into Real-Time CDP Collaboration. | All read permissions from the table below. |
Create specific access roles
You’ll likely want to create additional roles to provide varying levels of access to different users. When creating roles, you can manage different access levels by selecting specific permissions within the Collaborations resource. To learn how to create and manage roles, refer to the roles guide.
NOTEBelow is a list of available permissions within the Collaborations resource:
| High Level Permission | Description |
|---|---|
| Manage Collaboration Instances | View, create, update, and delete an organization’s collaboration instances. Discover other organizations’ collaboration instances. |
| Read Collaboration Instances | Read an organization’s collaboration instances and discover other organizations’ collaboration instances. |
| Manage Connection Invites | View, create, and delete connection invites initiated by your organization. Accept and decline connection invite initiated by other organizations. |
| Read Connection Invites | View connection invites. |
| 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. |
| Read Collaboration Connections | View connections. |
| Manage Audience Data | Onboard and discover audiences. Update public, private, and custom audiences and manage Audience Inventory metadata settings. |
| Read Audience Data | Read and discover audiences. |
| Manage Measurement Data | Onboard, update, and delete measurement data. |
| Read Measurement Data | Read measurement data. |
| Manage Projects | View, create, update, and delete projects for any of the discover, share, activate, and measurement activities. |
| Read Projects | View projects for any of the discover, share, activate, and measurement activities. |
| Read User Activities | Read user activities. |
| Export User Activities | Export user activities. |
| Read Collaboration Credit Monitoring | Credit monitoring at the organization and instance level. |