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Grant Adobe I/O integrations access to workspaces and assign roles

Enterprise Permissions allows Target customers to use a single organization, but divide it into workspaces for their different teams or workflows.

Properties and Permissions functionality is available as part of the Target Premium solution. They are not available in Target Standard without a Target Premium license.

The Enterprise Permissions feature facilitates effective scaling of optimization programs across teams. Although the feature was available in the Target UI, the Admin APIs lacked the corresponding support until earlier in 2019. In the Target February 2019 release, Adobe updated the Admin APIs so that you can use the integration account to access all workspaces created in your organization. So, while earlier, Admin APIs were restricted to just the default workspace, the February 2019 update granted access to all workspaces with Approver access.

With the Target September 2019 release, Target Enterprise Permissions provides customers with the following access controls:

  • You can choose the workspaces to which the integration can be applied
  • You can apply a role to the Adobe I/O integration: Approver, Editor, or Observer.

This update supports the following use cases:

  • Grant the Adobe I/O integration access to all workspaces with the Observer role for reporting purposes with no rights to create or edit resources.
  • Grant the Adobe I/O integration the access to select workspaces with the appropriate role to allow a central team to make API-driven changes in only a few workspaces.
  • Allow each team owning its workspace to have its own integration whenever the team is ready to explore APIs and choose the role accordingly.
  • Mix and match any of above scenarios.

Action Needed: Those customers who are currently leveraging APIs for CRUD operations on resources (activities, audiences, offers, and reporting) across all workspaces need to grant their existing Adobe I/O integration access to all workspaces with the desired role as per their use case. You can do so by selecting each Target Product Profile in the Adobe Admin Console and adding the integration(s) in the Integration tab. Prior to the September release, all integrations operated using Approver access, regardless of choice made from the Product Role drop-down list. You can now choose the desired role.

If this action is not performed, after the Target September 2019 release, the access controls will activate and you will observe access to just the default workspace if that’s how you are currently set up. There is no adverse reaction to setting up integrations in advance. The sooner you make this change, the better. Depending on the number of workspaces in your organization, this process takes only a few clicks to add an existing integration into workspaces with the desired role.

To grant Adobe I/O integrations access to workspaces and to assign roles:

  1. Open the Adobe Admin Console.

  2. Click the Products tab, then select the name of the desired product.

    Choose product in Adobe Admin Console

  3. Select the desired workspace (Product Profile).

    Select the product profile

  4. Click the Integrations tab.

    Integrations tab

  5. (Conditional) To add a new integration, click Add Integration, select the desired integration, then click Save.

  6. From the Product Role drop-down list, select the desired role for that workspace:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2
    Role Description
    Approver Can create, edit, and activate or stop activities.
    Editor Can create and edit activities before they are live, but cannot approve the launch of an activity.
    Observer Can view activities, but cannot create or edit them.
    Publisher Similar to the Observer role (can view activities, but cannot create or edit them). However, the Publisher role has the additional permission to activate activities.