Access management
About access management
Journey Orchestration allows you to assign a set of permissions to your users to define which part of the interface they can access.
They can be managed by Administrators that have access to the Admin console. For more information on the Admin console, refer to this documentation.
To be able to access Journey Orchestration, a user must be:
- part of a Journey Orchestration product profile associated to Journey Orchestration permissions.
- part of an Adobe Experience Platform product profile. There is no mandatory permission to have. The user should have the profile management permission to be able to create and edit platform segments from Journey Orchestration interface. For more on this, refer to this page.
In the Admin console, you can assign one of the following out-of-the-box product profiles to your users:
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Limited Access User: user with read-only access to journeys and reports. This product profile includes the following permissions:
- Read journeys
- Read reports
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Administrators: user with access to the administration menus with the possibility to manage journeys, events and reports. This product profile includes the following permissions:
- Manage journeys
- Publish journeys
- Manage events, data sources and actions
- Manage reports
note note NOTE Administrators is the only product profile which allows creation, edition and publication of transactional messaging (or messaging templates) in Adobe Campaign Standard. This product profile is needed if you use Adobe Campaign Standard to send messages in your journeys. It should not be renamed in the Admin console. -
Standard User: user with basic access such as journey management. This product profile includes the following permissions:
- Manage journeys
- Publish journeys
- Manage reports
- Read Events, data sources and actions
You can also create your own product profiles if the out-of-the-box profiles are not enough to manage your users.
Users must always be linked to a product profile allowing you to assign them specific build-in permissions such as:
- Read journeys
- Read reports
- Manage events, data sources and actions
- Read events, data sources and actions
- Manage journeys
- Publish journeys
- Manage reports
You can find below the compatibility between permissions and Journey Orchestration’s different functionalities.
Creating a product profile
Journey Orchestration allows you to create your own product profiles and assign a set of permissions and sandboxes to your users. With product profiles, you can authorize or deny access to certain functionalities or objects in the interface.
For more information on how to create and manage sandboxes, refer to Adobe Experience Platform documentation.
To create a product profile and assign a set of permissions and sandboxes:
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In the Admin Console, select Journey Orchestration. From the Product profile tab, click New Profile.
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Add a Profile Name and Description for your new product profile. If you want your profile’s Display name to be different, uncheck Same as Profile Name and type in your Display name.
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In the User Notifications category, choose whether users will be notified by email when they are added or removed from this product profile.
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When finished, click Done. Your new product profile is now created.
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Select your new product profile to start managing permissions. In the Users tab, add users to your product profile. For more on this, refer to this page.
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Carry out the same steps as detailed above to add Admin to your product profile.
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From the Permissions tab, select one of the two categories Sandbox or Authoring to open the Edit Permissions page and add or remove permissions for your product profile.
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In the Sandboxes permission category, choose which sandbox(es) to assign to your product profile. Under Available Permissions Items, click the plus (+) icon to assign sandboxes to your profile. For more information on sandboxes, refer to this section.
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If needed, under Included Permission Items, click the X icon next to remove permissions to your product profile.
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From the Authoring permission category, carry out the same steps as above to add permissions to your product profile.
For more information on permissions and compatibility between permissions and Journey Orchestration’s different functionalities, refer to this section.
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When finished, click Save.
Your product profile is now created and configured. Users linked to this profile can now connect to Journey Orchestration.
Assigning a product profile
Product profiles are assigned to a set of users that share the same permissions within your organization.
The list of every out-of-the-box product profiles with assigned permissions can be found in this section.
To assign a product profile for a user to access Journey Orchestration:
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In the Admin Console, select Journey Orchestration.
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Select the product profile to which your new user will be linked to.
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Click Add user.
You can also add your new user to a user group to fine-tune the shared set of permissions. For more on this, refer to this page.
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Type in the email address of your new user then click Save.
Your user should then receive an email redirecting to your Journey Orchestration instance.
Using sandboxes
Journey Orchestration allows you to partition your instance into separated virtual environments called sandboxes.
Sandboxes are assigned through product profiles in the Admin console. For more information on how to assign sandboxes, refer to this section.
Journey Orchestration reflects the Adobe Experience Platform sandboxes which were created for a given organization.
Adobe Experience Platform sandboxes can be created or reset from your Adobe Experience Platform instance. Refer to the Sandbox user guide for the detailed steps.
You can find the sandbox switcher control at the top-left of your screen. To switch from one sandbox to another, click the currently active sandbox in the switcher and select another sandbox from the drop-down list.