Use case: users & security

Specialized in sportswear, Geometrixx wants to open new branches across the world: one for clothes in France called Geometrixx Clothes and another one for sports equipment in New York called Geometrixx Sport.

Each branch will assign a security group composed of a geographical and organizational unit. The French team will be in charge of running the publications whereas the New York team will work on workflows only.

The goal here is to start by creating geographical and organizational units in Adobe Campaign then create a security group with the different roles along with users in the Admin console.

To do this, you must follow these 4 steps:

  • Create a geographical unit

  • Create an organizational unit

  • Create a security group and a product profile

  • Create users

Note:

Only users with administration rights have access to the configuration of users and security groups in the Admin console and in Adobe Campaign.

Step 1: Create a geographical unit

In order to define a hierarchical structure to give users a filtered view, Geometrixx will have to assign each brand to its respective country.

The user will then have read and write access to all objects within their units.

  1. From the advanced menu, via the Adobe Campaign logo, select Administration > Users & Security > Geographical Units.

  2. Click Create to add a new geographical unit.

  3. Change the default Label and ID to the targeted country.

  4. Select a Parent element. For example, France will be linked to Europe.

    geo_unit_1.png
  5. Click Create.

The geographical unit is created and can now be selected in the Access management properties of all entities.

Step 2: Create an organizational unit

Organization units can represent different brands or departments within your organization.

In this example, we use organization units to create two brands.

  1. From the advanced menu, via the Adobe Campaign logo, select Administration > Users & Security > Organizational Units.

  2. Click Create to add a new organizational unit.

  3. Change the default Label and ID.

  4. Select a Parent element.

    org_unit_2.png
  5. Click Create.

The organizational units are created and can now be selected in the Access management properties of all entities.

Step 1: Create and manage a security group

The security group must first be created in the Admin console then in Adobe Campaign using the exact same configuration name in order for them to be correctly synchronized.

  1. From the Admin console dashboard, select your tenant then the Products tab.

  2. Click the New Profile button to create a security group.

    create_security_1.png
  3. Type the Profile name by following this exact syntax: Campaign Standard- tenantname - ID chosen in Adobe Campaign.

    Add a description to your Product profile if needed.

    create_security_2.png
  4. Click Save.

  5. From the advanced menu, via the Adobe Campaign logo, select Administration > Users & Security > Security Groups.

  6. Click Create to add your security group.

    create_security_4.png
  7. Change the Label and ID. The chosen ID has to be the same as the one used for the product profile created in the Admin console.

  8. Select the previously created organizational and geographical units.

  9. In the Roles tab, add as many roles as your team needs using the Add element button.

    For example, the French Geometrixx team will be assigned the Datamodel role so that they can run publications and the American team will be assigned the Workflow role to access the workflows.

    create_security_5.png
  10. Click save to create your security group.

Your group is now created in Adobe Campaign and in the Admin console. You can now add users to it.

Step 4: Create users

Users can only be managed from the Admin console. They are in read-only mode in Adobe Campaign.

You can add users to your different groups and invite them to use a specific Marketing Cloud product.

  1. From the Products tab of your tenant, click the Add user button.

    create_user_1.png
  2. Type in the email address or name of the user you want to add.

  3. Select the previously created product profile in the drop-down menu to assign a security group to your user.

    create_user_3.png
  4. Click Save to create your new user.

    create_user_2.png

Once created, the user will automatically be synchronized with Adobe Campaign and assigned to the security group that you created.

The two branches will not have the same access to Adobe Campaign. For example, the French team will have access to the Administration menu but only the Development option in order to access the publications.

create_user_4.png

Whereas the New York team will not have access to the Administration menu since they only need to create workflows.

create_user_6.png

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