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About the Resource Center

Create roles for Journey Management

    Note: Permission changes can take a few minutes to take effect.

    Only users with the appropriate permissions can create, edit, and view journeys in . To use the capabilities of journey management, an administrator must first create the respective roles, and assign them to users.

    To create journey management roles, follow these steps:

    1. Click Admin.
    2. Under People & Permissions, click Roles/Permissions.
    3. Click Add Role.
    4. Enter Journey Management Creator, Journey Management Editor, or Journey Management Viewer as the name.
    5. (Optional) Enter a description.
    6. Click the Permissions tab.
    7. Under Permissions, click a category to expand it.
    8. Assign the respective roles.
    9. Click Save.

    Assign the Journey Management role to users

    To assign the Journey Management role, follow these steps.

    1. Click Admin.
    2. Under People and Permissions, click Roles/Permissions.
    3. Locate the Journey Management Creator, Journey Management Editor or Journey Management Viewer role in the Role List.
    4. Click More and then select Change Membership.
    5. Search for the users who need the Journey Management role and select the checkbox next to their names.
    6. Click Save.