Roles

In every organization, the people who use an application have different responsibilities and complete different tasks.

To support secure collaborative work in HCL® Marketing OperationsDistributed Marketing, you grant or block access to system features by defining roles and assigning them to users.

When Marketing Platform is installed, it supplies the Global security policy. The Global security policy has a set of predefined roles for each application in the HCL® Marketing Software suite, including Marketing Operations. You can alter these predefined roles as needed and then assign them to users, or set up your own security policies and roles.

To control access to specific objects and projects in Marketing Operations, you also use object access roles and project roles.

There are three types of roles in Distributed Marketing - object instance, template, and security policy - and there are three default security roles that support the Global security policy.