Finding the right role for CUstomer Insights Journeys
Good morning, afternoon, or evening—depending on where you are in the world! Hope you're doing well. Required Capabilities
Create Segments and Journeys
This requires assigning the user one of the following built-in roles:
Marketing Professional: Full access to create and manage segments, journeys, emails, forms, and more.
Marketing Manager: Similar to Marketing Professional but with additional privileges for managing compliance and analytics.
Restrict Contact Visibility to Assigned Records
This is not handled by the role alone—it requires record-level security using:
Business Units: Place users and contacts in the same business unit to restrict visibility.
Security Roles with User/Team-level Read Access: Customize the security role to allow read access only to records owned by the user or their team.
Teams: Use Microsoft Entra (Azure AD) security groups or owner teams to manage shared access.
Access to Static and Dynamic Data
Both static and dynamic segments are supported by default in the Marketing Professional and Marketing Manager roles. No special configuration is needed beyond assigning the role.
How to Set It Up
Go to Power Platform Admin Center > Environments > select your environment.
Under Settings > Users + permissions, assign the appropriate security role.
If needed, create a custom security role by copying an existing one and adjusting the privileges for:
Customer Insights - Journeys is capacity-based, not seat-based, so you can assign roles without needing additional licenses.
If you're using real-time forms, make sure the user has access to the form ownership privileges as well.
Note: I collaborated with AI to help craft this response and ensure it’s as accurate and helpful as possible. Hope this helps!
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