Custom security policy roles

Custom security policy roles are exactly that: roles that you set up within the security policies that you add.

These roles are meant to control access to HCL® Marketing OperationsDistributed Marketing functionality that is based on a job title or function that characterizes user responsibilities in your organization as a whole.

For example, marketing managers need full access to all plans, programs, and projects. Individual marketers only need to view plans and programs, but need to both view and create projects. To accommodate these different functional needs, you add a security policy with different roles for Marketing Managers and Marketers.

The roles that you add to security policies, plus the default roles (Plan Administrator and Plan User), are the roles that you assign to individual users on the User Permissions page.