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Manage roles manage-roles

AVAILABILITY
۶Ƶ Real-Time Customer Data Platform (CDP) Collaboration is available to United States customers at this time, with global availability coming soon. Real-Time CDP Collaboration is currently unavailable to customers with . Contact your ۶Ƶ representative for more information. Learn how to get started.

To manage user access to different components of the Real-Time CDP Collaboration UI, an administrator can define and assign roles. Roles define the access that an administrator or user has to resources in your organization. This guide will provide information on the standard roles provided in Real-Time CDP Collaboration, as well as the individual permissions you that can be assign to custom roles.

To begin managing roles, an administrator will need access to the Experience Platform product. For information on gaining administrative access, or on gaining access to Experience Platform, read the manage user access guide.

Standard roles standard-roles

There are two standard roles provided to you that fill two common access control use cases. These are “read only” roles meaning they cannot be customized.

Role name
Role description
Permissions
Collaboration Managers
This is all-access permission, containing all 15 permissions. This allows the user to read, create, and edit all data. It also provides access to the Prod sandbox in Experience Platform, allowing you to import audiences into Real-Time CDP Collaboration.
All from the table below.
Collaboration Viewers
This is a read-only access permission. A user can read and discover data, activities, connections, and more. It also provides access to the Prod sandbox in Experience Platform, allowing you to import audiences into Real-Time CDP Collaboration.
All read permissions from the table below.

Create specific access roles specific-access-roles

You’ll likely want to create additional roles to provide varying levels of access to different users. When creating roles, you can manage different access levels by selecting specific permissions within the Collaborations resource. To learn how to create and manage roles, refer to the roles guide.

NOTE
To gain access to Real-Time CDP Collaboration, a user must have access to the Prod sandbox in Experience Platform. To give a user access to this sandbox, they must be assigned to a role containing the Prod permission in the Sandboxes resource.

Below is a list of available permissions within the Collaborations resource:

High Level Permission
Description
Manage Collaboration Instances
View, create, update, and delete an organization’s collaboration instances. Discover other organizations’ collaboration instances.
Read Collaboration Instances
Read an organization’s collaboration instances and discover other organizations’ collaboration instances.
Manage Connection Invites
View, create, and delete connection invites initiated by your organization. Accept and decline connection invite initiated by other organizations.
Read Connection Invites
View connection invites.
Manage Collaboration Connections
An advertiser can view, create, and update settings as well as submit and delete connections. A publisher can view, accept, or decline connections.
Read Collaboration Connections
View connections.
Manage Audience Data
Onboard and discover audiences. Update public, private, and custom audiences and manage Audience Inventory metadata settings.
Read Audience Data
Read and discover audiences.
Manage Measurement Data
Onboard, update, and delete measurement data.
Read Measurement Data
Read measurement data.
Manage Projects
View, create, update, and delete projects for any of the discover, share, activate, and measurement activities.
Read Projects
View projects for any of the discover, share, activate, and measurement activities.
Read User Activities
Read user activities.
Export User Activities
Export user activities.
Read Collaboration Credit Monitoring
Credit monitoring at the organization and instance level.

Next steps

After creating roles that define access to Real-Time CDP Collaborations, you’ll need to assign the roles to administrators and users. Refer to the manage permissions for a role guide for a complete overview of managing roles.

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