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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CIJ Security Roles & A...
Customer experience | Sales, Customer Insights,...
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CIJ Security Roles & Access

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Posted on by DM-10051729-0 54
Where would I find documentation about the purpose and access provided by the various OOTB 'marketing' security roles?
 
For example, some users are unable to publish Real-Time segments. I'd rather reference documentation vs trial and error to figure out what role is appropriate
  • Fiona_Tiernan Profile Picture
    Fiona_Tiernan 327 Super User 2024 Season 2 on at
    CIJ Security Roles & Access
    Good morning - could you expand on what the error message / script states?

    Depending on what you're trying to achieve in your Journey, sometimes it's not the access to publishing the Journey that's causing the error, but other entities that are being utilised - or the users' access to Customer Voice for example if a survey is connected to the Journey.

    Kind regards,
    Fiona
     
  • DM-10051729-0 Profile Picture
    DM-10051729-0 54 on at
    CIJ Security Roles & Access
    Thanks. Helpful, although we're still seeing an error when users try to publish RT segments with the Marketing Professional role assigned... which seems to provide the same level of access for segments
  • Suggested answer
    pavanmanideep Profile Picture
    pavanmanideep 1,329 on at
    CIJ Security Roles & Access
    Hi,
     
    You may refer to this post...
     
     
    If my response was helpful, please click 'Like.' To confirm the solution, mark it as 'Verified' to help others find right solutions. For further queries, feel free to reach out to me.
     
    Blog:https://ecellorscrm.com
     
    Cheers,
    PMDY
     

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