Northern Trail Outfitters | Permission Restrictions for Business Unit Users

Permission Restrictions for Business Unit Users

Question

Northern Trail Outfitters wants to have specific permission restrictions applied to all users in a business unit.

How should they accomplish this?

Answers

Explanations

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When a company wants to implement specific permission restrictions for all users in a Marketing Cloud Business Unit (BU), there are several options available. However, the most recommended approach is to assign a Role to the Business Unit, as this provides a scalable solution that makes it easier to manage permissions and users.

A role is a collection of permissions that are grouped together to allow users to perform specific tasks within the BU. By assigning a role to a BU, all users within the BU will inherit the permissions of that role. This means that if you need to add or remove a permission, you only need to do it in the role, and it will automatically apply to all users with that role.

To assign a role to a Business Unit, follow these steps:

  1. Navigate to the Administration tab in Marketing Cloud.
  2. Click on Account > Users > Roles.
  3. Create a new role or edit an existing one to include the specific permissions needed for the Business Unit.
  4. Go to the Business Units tab and select the Business Unit where the role needs to be assigned.
  5. Click on the 'Permissions' tab, select the role from the dropdown menu, and click 'Save'.

Once the role is assigned, all users in the BU will inherit the permissions of that role. To ensure that users only have access to the specific permissions they need, it's important to assign the appropriate roles to each user.

In conclusion, assigning a role to a Business Unit is the recommended approach when implementing specific permission restrictions for all users in a Marketing Cloud BU. This provides a scalable solution that makes it easier to manage permissions and users, as all users with the same role will inherit the same set of permissions.