- What to do first
- How to prepare for implementation
- How to add additional admins to your organization
- How to grant users access to solutions
Let's get started!
Before you begin administration and setup tasks, make sure that you have an effective implementation plan in place. See Planning for the Experience Cloud.
You'll use the Adobe Admin Console to set up your administrator accounts, select how users authenticate, and to grant users access to Experience Cloud solutions.
The following video guide walks you through the basics of the Adobe Admin Console interface and discusses the different ways you can authenticate users.
- How does your organization manage other Adobe Cloud products?
The Admin Console gives your organization account management control for Adobe Creative Cloud, Adobe Document Cloud, and Adobe Experience Cloud. If your organization already manages accounts, find out which additional steps are required. Learn more
- How should your organization manage user accounts?
This is basically a choice between using open Adobe IDs or more controlled Enterprise IDs or Federated IDs. An Adobe ID is hosted by Adobe and managed by the end-user. An Enterprise ID is hosted by Adobe and owned by the organization. A Federated ID is owned by the organization and accessed via Single Sign-On. Using Enterprise IDs and Federated IDs offers more control over accounts, such as blocking or removing user accounts and changing passwords. If you plan to use Enterprise IDs or Federated IDs, you need to claim a domain for your company. For example, if your company has email addresses such as email@example.com, your domain is example.com. Learn more
- Where can you get direct assistance?
Adobe provides 1-on-1 Enterprise Onboarding support for the Admin Console. For details, go to the Support section of the Admin Console.
Now that you understand the basics of the Admin Console, the following video guide walks you through the steps that a sample organization would take to set up Adobe Experience Cloud access using the Admin Console, including these key tasks:
- Add admins
- Create product profiles
- Add users and create user groups
- Who needs to become system admins? Who needs to become product admins?
A system admin has full administration rights to all Experience Cloud products. A product admin has full administration rights to a specific product. A product profile admin has rights to manage users and permissions for a specific product profile. A user group admins has rights to manage users for a specific user group. Make a list of people who need system admin access. Make a list of users who should perform admin tasks for individual products. Learn more
- Which product profiles should you create to begin with? How granular should you be when creating product profiles?
A product profile includes a set of permissions you define and the users and admins for that profile. For example, one product profile could give users full access to analytics, including the ability to create report suites and configure custom events. Another product profile could provide limited access to Analytics, such as allowing users to view reports and seek answers to business questions. Learn more
- Who should be responsible for creating and administering product profiles?
Determine which members of your organization should create product profiles. Make sure they have either system admin or product admin responsibilities. For each product profile, determine which other users should have the ability to manage users and edit settings. Assign them as product profile admins.
- Which user groups should be created?
Determine which user groups should be created, and which product profiles should be included in each user group. For example, you could create one user group only for system admins and another user group for viewing analytics reports. Learn more
Create product profiles.
When you use the Admin Console to create product profiles, in some cases the individual solution must be configured prior to being available in the product profile. For example, report suites that are created for Analytics become available in Analytics product profiles, and workspace properties that are created in Target become available in Target profiles (called "Workspaces" in Target).
- Bulk-add users or sync directories
One option is to use a CSV file so that you can use a spreadsheet to add and manage users and assigme them to different user groups and product profiles. You can also use the Sync Tool, which lets you sync users from your existing Directory Services, or you can use custom APIs. See Bulk Operations.
After users are added to a solution product profile, they can access the solution user interface. You can configure more granular permissions for each solution to either enable or limit access.
The following links take you to the account permissions help for each solution:
The Adobe Experience Cloud Implementation Guides show you the steps to implement each solution.