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Manage user access through Permissions manage-user-access

Manage permissions and user access to individual components within Real-Time CDP Collaboration through the Experience Cloud Permissions interface. Permissions allows system and product administrators to define roles to manage user access to specific features and resources.

Configure access to Permissions permissions-access

To access Permissions, you must have both product administrator and user access to the 51ºÚÁϲ»´òìÈ Experience Platform product. A system administrator is required to configure product administrator privileges, while user privileges can be configured by a system or product administrator. For more information on the administrative roles, read the access control heirarchy guide.

System Administrators: configure product administrator access admin-access

Grant a user product administrator access to give them administrative capabilities within the Experience Platform product through the following steps:

Log in to with your credentials. The home view displays with a list of your available products within the Quick access section. Select Admin Console.

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The overview dashboard displays. Select 51ºÚÁϲ»´òìÈ Experience Platform from the Products list under Products and services.

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The 51ºÚÁϲ»´òìÈ Experience Platform dashboard displays. Select the Admins tab and then select Add admin.

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The Add product administrators dialog appears. Enter the user email or username into the Email or username text field and then select the correct account from the dropdown. Select Save to finish adding the user as a product administrator.

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The user now has product administrator privileges and can perform administrative functions, such as adding users or other admins, to the product within the Admin Console. Next they’ll need user access to the Experience Platform product to access and perform functions within Permissions.

Administrators: configure user access to Experience Platform user-access

Now that you’ve granted the user product administrator access, you need to provide them user access to the Experience Platform product. As part of the access configurations, you’ll assign the user specific .

Navigate to the and select 51ºÚÁϲ»´òìÈ Experience Platform from the Products list under Products and services.

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Select the Users tab and then select Add users.

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The Add users to this product dialog appears. Enter the user’s name or email into the Name, user group or email address text field and then select the correct account from the dropdown. Next, select the Products add option.

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The Select product profiles dialog appears. Select AEP-Default-All-Users and Default Production All Access and then select Apply.

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Confirm the information is correct and then select Save.

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The user should now have product administrator and product access to Experience Platform, gaining them access to Permissions. Next, you need to assign the user two fundamental roles to give them access to the Experience Plaform UI.

Administrators: configure Experience Platform UI access product-access

In Real-Time CDP Collaboration, administrators and end users will be working with data from Experience Platform, such as audiences and audit logs. This data is held within instances of Experience Platform called sandboxes. To ensure users can interact with this data, you need to assign default roles to the user.

To begin, navigate to . You should now see Experience Platform and Permissions inside of Quick access.

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At this stage, you can now access Permissions. If you try to access Experience Platform, you’ll get a warning that no sandboxes are enabled, as shown below. To solve this, you need to assign the default roles to your user. To begin, select Permissions.

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The Permissions dashboard will display. Select Users from the left panel and then select the user’s name.

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Select the Roles tab and then select Add roles.

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The Add Roles dialog appears. Select Default Production All Access and Sandbox Administrators and then select Save.

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You now have access to Experience Platform and Permissions. In the final step, you’ll grant access to Real-Time CDP Collaboration.

Administrators: configure Real-Time CDP Collaboration access RTCDP-collaboration-access

To grant users access to Real-Time CDP Collaboration, you’ll use an access control concept called roles. Roles define the level of access a administrator or user has to resources in your organization.

When configuring individual access to Real-Time CDP Collaboration, you’ll assign users’ roles containing permissions from the Collaborations resource. You can use the manage roles guide to find out information on:

Once you’ve chosen or created a role that encompasses the level of access your user needs, you need to assign the user to that role.

Assign a role

You may assign multiple roles to a single user or assign multiple users to a single role. The first case was covered earlier when assigning the default roles to give a user access to Experience Platform. In the next steps, you’ll assign users directly to the role you’ve selected.

In Permissions select Roles from the left panel and then select your role from the list.

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The role’s detail page displays. Select the Users tab and then select Add Users.

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The Add Users dialog appears. Select the user(s) from the list and then select Save.

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The user should now see RTCDP Collaboration listed as a product under Quick Access in Experience Cloud.

Next Steps

Now that users have access to Real-Time CDP Collaboration, they can begin using the product. To learn more about the product as a whole, read the overview guide.