User management
After provisioning is complete and sandboxes are bound, complete the following steps to provide ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition access for your team and users.
- Create a Marketo Engage product profile in the Admin Console (new Marketo Engage instance only).
- Create a user group in the Admin Console.
As an administrator, you can complete these tasks in the ÃÛ¶¹ÊÓƵ Admin Console, which is a central place to administer and manage your ÃÛ¶¹ÊÓƵ product licenses and users. In the Admin Console, you can create and manage users in a single location instead of within your various individual solutions. Refer to the page to learn more about its functions and capabilities.
Access the Admin Console
Before you can use the Admin Console to administer users within your team, you need to ensure that you can access the Admin Console and have the appropriate permissions.
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As a system administrator, you should receive multiple emails from ÃÛ¶¹ÊÓƵ as part of the onboarding process.
Look for the welcome email that provides the information about the organization name to which you have been granted access.
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Click the Get started link in your welcome email to navigate to the Admin Console.
If you cannot find the email, open a browser directly to the Admin Console at .
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Log in using your ÃÛ¶¹ÊÓƵ ID.
Upon successful login, you see the Overview page of the ÃÛ¶¹ÊÓƵ Admin Console.
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If you have access to multiple organizations, ensure that you have logged in to the correct organization.
To change your organization, click the organization name from the top right corner and choose the organization to which you need access.
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Select Administrators from the Users card to verify that you are a system administrator.
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Search by entering your ÃÛ¶¹ÊÓƵ ID email, username, first, or last name.
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If your access is correctly configured, the search returns your record.
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If the value in the ADMIN ROLE column shows
System, you know that you (or the displayed user) are a system administrator.
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Create the Marketo Engage product profile marketo-engage-profile
When granting users access to an ÃÛ¶¹ÊÓƵ solution, you do not necessarily want to give them full access. Product profiles enable each solution to have its own set of user permissions. Use the Admin Console to assign product profiles.
For more information about using product profiles for user entitlements, see in the Admin Console documentation.
When you add a user to the Marketo Engage product profile, they are subsequently added to the Standard User role within the Default workspace of the Marketo Engage subscription. This role grants them all Standard User permissions for Marketo Engage in that workspace. Currently, all Journey Optimizer B2B Edition users are required to be Marketo Engage users. A Marketo Engage administrator can restrict access by updating the permissions for the Standard User role or by moving the user to a different Marketo Engage user role with more restrictive permissions.
For more information about managing these permissions within Marketo Engage, see Managing User Roles and Permissions in the Marketo Engage documentation.
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Log in to .
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Select the Products tab.
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Open the Marketo Engage instance where you want to add the profile and click New profile.
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Enter a product profile name, such as Standard User.
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Click Next and then Save.
Create a user group create-user-group
A user group is a collection of users are granted a shared set of permissions. You can add or remove users in your user group. The group permissions remain the same while the users within the group change.
For more information about how user groups are used to manage permissions, see in the Admin Console documentation.
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Log in to .
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Select the Users tab.
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Choose User Groups in the left navigation.
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Click New user group at the top right.
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Enter a name for the user group, such as Standard Users and click Save.
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Click the user group you just created.
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Select the Assigned product profiles tab and click Assign profile.
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Click + and add each instance of the following products:
- Marketo Engage
- ÃÛ¶¹ÊÓƵ Experience Platform - AEP-Default-All-Users
- ÃÛ¶¹ÊÓƵ Experience Platform Data Collection
- Data Collection All Access
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Click Save.
Add users to a group
For information about user management, see in the Admin Console documentation.
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Go to .
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Under Quick links, click Add users.
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Add each user:
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Enter the user’s email address, first name, and last name.
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For User groups, click +.
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Select the user group that you created previously.
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Click Apply.
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Click Save.
Create a custom role
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Select Roles in the left navigation and select Create role.
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In the Create new role dialog, enter a name for the role, such as B2B Marketers, and a description (optional).
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Click Confirm.
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Select your sandboxes.
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Add the profile permissions:
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In the Resources list on the left, locate the Profile Management item and click the Add (+) icon to add the attribute.
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For the attribute, add the following permissions:
- View segments
- Manage segments
- View profiles
- Manage profiles
- View B2B profile
- Manage B2B profile
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Add B2B product permissions:
Refer to the list of B2B product permissions to determine which product capabilities that you want for the role.
In the Resources list on the left, locate the B2B items and click the Add (+) icon to add each attribute that you want to enable for the role.
You can enter B2B in the search tool to filter the list for the B2B product permissions.
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Click Save at the top right.
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Go to the role details and select the User groups tab.
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Click Add Groups.
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Select the checkbox next to the user group that you created previously in the Admin Console.
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Click Save.