Roles and permissions in Marketing Platform and Campaign

You can use the default roles or create new roles. The set of available permissions is defined by the system; you cannot create a new permission.

About role assignment

Generally, you should give users roles with permissions that reflect the functions that users perform in your organization when they use HCL® Marketing Software. You can assign roles to a group or to an individual user. The advantage of assigning roles by group is that you can assign a combination of roles to the group, and if you later want to change that combination, you can do it in one place rather than having to do it multiple times for multiple users. When you assign roles by group, you add and remove users from your groups to control user access.

How the system evaluates roles

If a user has multiple roles, the system evaluates permissions from all those roles together. The ability to perform a function on a particular object is then granted or denied based on the aggregated permissions from all roles. In the case of Campaign, the ability to perform a function on a particular object is granted or denied based on the security policy of the object.