Default security policy roles

Default roles, Plan Administrator and Plan UserField Marketer, Corporate Marketer, and Distributed Marketing Administrator, are included in the default Global security policy.

These roles provide application access levels for Marketing OperationsDistributed Marketing in Marketing Platform and they are always in effect.

• When, using Marketing Platform, you add a user to a user group that has the PlanAdminRole level of access, that user is assigned the Plan Administrator user role in Marketing Operations. By default, users with this role have access to all administrative and configuration settings.

  If, in Marketing Platform, you add a user to a user group with the Distributed Marketing Administrator level of access, that user is assigned the Distributed Marketing Administrator access role in Distributed Marketing. By default, Distributed Marketing administrators have access to all administrative and configuration settings.

• When, using Marketing Platform, you add a user to a user group with the PlanUserRole level of access, that user is assigned the Plan User user role in Marketing Operations. By default, users with this role are granted few permissions.

  If, in Marketing Platform, you add a user to a user group with the field level of access, that user is assigned the Field Marketer access role in Distributed Marketing. By default, field marketers are granted few permissions.

• If, in the Marketing Platform, you add a user to a user group with the corporate level of access, that user is assigned the Corporate Marketer access role in Distributed Marketing. By default, corporate marketers are granted administrative permissions.

These role assignments display on the Settings > Marketing Operations Settings > User Permissions page.

You cannot override these role assignments on the Distributed Marketing User Permissions page, and you cannot remove these roles from the Global security policy. To change the default security policy role that is assigned to a user, you must change the user group assignment by using Marketing Platform.

Any changes that are made to users in Marketing Platform are reflected in Marketing OperationsDistributed Marketing only after you synchronize the user database tables. User synchronization occurs automatically at regular intervals, as specified by Settings > Configuration > Marketing Operations > umoConfiguration > usermanagerSyncTime.Platform > Configuration > Distributed Marketing. Or, to manually synchronize the user database tables, you or another administrator can start Settings > Marketing OperationsDistributed Marketing Settings > Synchronize Users.