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Transcript

Hey everybody, it’s Doug. In this video I want to show you how to set up permissions for real-time CDP collaboration. Now before we jump into the interface and I show you how to do it in there, I just want to kind of give you the list of things that we’re going to need to set up. So you’ll see on the left-hand side of this table that the access needed and permissions needed are these four things. We’re going to need user access to ÃÛ¶¹ÊÓƵ Experience Platform. We’re going to need these two permissions allowed, which is view segments and view profiles. And these are specifically needed in order to bring audiences into collaboration from real-time CDP. Third, we’re going to need a number of collaboration specific permissions. And then we’re also going to need access to the prod or production sandbox. So a couple of things to point out. The bottom there you can see that you can grant each of these items on the left separately. And the information for that is found in the documentation. Or you can assign a product profile and two roles and permissions. And that’s the way I’m going to show you how to do it because it’s the easiest and we want to be able to get you quickly and successfully into collaboration. You’ll also see one more assumed item at the top, which is that you already have a system admin and an Experience Platform product admin that can edit things in the ÃÛ¶¹ÊÓƵ Admin Console. So here are the two places we’re going to go to set this up. The first row there on the right, we’re going to go into the ÃÛ¶¹ÊÓƵ Admin Console and give access to a product profile. So let’s jump over to the UI and we’re here in ÃÛ¶¹ÊÓƵ Experience Platform. And you might be wondering if we’re giving access to real-time CDP collaboration, then why am I giving access to platform? Well, real-time CDP collaboration is built on top of real-time CDP and real-time CDP is built on top of ÃÛ¶¹ÊÓƵ Experience Platform. So the access and the permissions that we need to provide are actually for ÃÛ¶¹ÊÓƵ Experience Platform. Okay, so if I’m here in platform, the easiest way to get to the Admin Console is to jump over to this nine dot item over here on the top right, sometimes by the kids called the waffle. We’ll click on the waffle there and we’ll go down to Admin Console and click on that. Now I have it open right here. And so we’ll just jump in here and you’ll want to choose the product of ÃÛ¶¹ÊÓƵ Experience Platform. When you choose that product, you’re going to be brought in here and you’re going to be on product profiles. And of course, you can choose users and admins. But right here is where we want to be because I want to show you that we have this AEP default all users product profile. This is access to ÃÛ¶¹ÊÓƵ Experience Platform or AEP. And this is where you want to grant access to all of your users who need to get into collaboration. Now, you can do that by clicking on this. I’ll show that and coming in and adding users. You can add them to this product profile. Or if we jump back. You can go into a user specifically. Select them or add them and then grant access to the product profile. So either way, go into product profiles, add users, go into users, add the product profile, et cetera. But again, it is that AEP default all users product profile that you need them to be a member of. If we jump back to the presentation here, you’ll see that that takes care of this first row. Now, the beauty is that the next three items can be taken care of in the ÃÛ¶¹ÊÓƵ Experience Platform permissions area. And we’ll need to add our users to two roles. You’ll see here first an out of the box role called Collaboration Managers, as well as another actually out of the box role called Default Production All Access. So let’s jump back over to the UI. I’ll jump back over to the permissions area in platform. You can see on the left navigation here, if I just go down to the bottom, I have permissions already selected. I’m in that area and I’m in the overview. But where I really want to be for this is in roles. And one of the roles you’ll see here is Collaboration Managers. This is an out of the box role. You can see over here that it’s read only because it’s out of the box. You can’t change it and it has not been modified. It is an A for modifying that one. As we click into that Collaboration Managers, we can see down here that there are actually 15 permissions or 15 resources added to this role. We can view all of them. And so there are the collaborations, resources or permissions. Now, while I’m in here, I’m going to scroll down a little further and you’re going to see that also added to this is the prod or production sandbox. So as I go back to the deck, you’ll see that that takes care of the third and fourth item in the table here. So the collaboration specific permissions and the access to the production sandbox. The only thing that we really have left that we need is the view segments and view profiles permissions. So we go back and of course, you’re going to need to add your users to this role. Right. So you can go into users and then add them to this role. But let me jump back and show the other role that we need, which is default production all access. Now, let me click into this one and you’ll see that this one has actually one hundred and ten items or permissions. If I view all of those, you can see a big giant list of permissions that are in this role. Now, down at the bottom are the ones that we need, which is view profiles and view segments. So you can see the ones that we need are in here. But this also comes with like one hundred and eight other ones that we don’t necessarily need for collaboration. So if you don’t want to give your users, your collaboration users all of these other permissions, then you can go ahead and create a new role and just add the view profiles and view segments permissions to that role. And then, of course, assign your users to that role. So, again, a few ways you can do this. But again, if I jump back to the deck here, that gets us all of these items again, just kind of as a review. In order to get access to the ÃÛ¶¹ÊÓƵ Experience platform, you assign your users to the default product profile in the admin console. And then in the permissions area of ÃÛ¶¹ÊÓƵ Experience platform, assign your users to the two out of the box roles of collaboration managers and default production all access. I hope this was helpful. Good luck.