In the realm of Salesforce Marketing Cloud (SFMC), user roles are like the keys to different rooms in a digital castle. They determine who can access what, keeping your data safe and your marketing efforts organized. In this article, we’ll take a closer look at the Standard User Roles in SFMC, breaking down their roles and responsibilities to help you make the most of this essential feature.
With marketing cloud roles, you can grant your users access to the areas and features that pertain to their job functions.
We can assign one of the five standard Marketing Cloud roles and one of the four Email Studio roles.
| MARKETING CLOUD ROLE | PERMISSION |
|---|---|
| Marketing Cloud Administrator | This role assigns Marketing Cloud roles to users and manages channels, apps, and tools. This role applies primarily to all Marketing Cloud functionality except Email Studio. |
| Marketing Cloud Viewer | This role shows cross-channel marketing activity that results in Marketing Cloud. This role is generally the most restrictive role and doesn’t allow access to creation, sending, or reporting activities. |
| Marketing Cloud Channel Manager | This role creates and executes cross-channel interactive marketing campaigns and administers specific channels. The role permits a user to create, send, and monitor Marketing Cloud journeys and messages. Those permissions include reports. |
| Marketing Cloud Security Administrator | This role maintains security settings and manages user activity and alerts. Assign this role to someone who determines user access and work with Marketing Cloud security. |
| Marketing Cloud Content Editor/Publisher | This role creates and delivers messages through applicable channel apps. The role permits a user to create and send Marketing Cloud journeys and messages. This role doesn’t include access to many reports. |
| EMAIL STUDIO ROLE | PERMISSION |
|---|---|
| Administrator | Access to all Email Studio functions, including Setup, email creation, and creating data extensions |
| Content Creator | Access to all content and shared folders in Email Studio, but no access to data or administrative features |
| Data Manager | Access to everything in Email Studio except email content |
| Analyst | Access to tracking features in Email Studio |
Permissions provide a granular method to control access to a specific object or action within a feature or an application. Permissions for these roles can’t be modified. Each role includes a set of permissions that enable users to perform different tasks.
A user can have one Marketing Cloud role and one Email Studio role.
As we conclude our exploration of Standard User Roles in Salesforce Marketing Cloud, it becomes clear that mastering RBAC (Role Based Access Control) is not just about data security; it’s about enabling your team to work efficiently and collaboratively while safeguarding your organization’s most valuable asset—its data.