Access control overview
Access control for Adobe Experience Platform is provided through the Permissions in Adobe Experience Cloud. This functionality leverages roles and policies, which link users with permissions and sandboxes.
Access control hierarchy and workflow
In order to configure access control for Experience Platform, you must have system or product administrator privileges for an organization that has an Experience Platform product. The minimum role that can grant or withdraw permissions is a product administrator. Other administrator roles that can manage permissions are system administrators (no restrictions). See the Adobe Help Center article on administrative roles for more information.
From this point on, any mentions of “administrator” in this document refer to a product administrator or higher (as outlined above).
A high-level workflow for gaining and assigning access permissions can be summarized as follows:
- After licensing Adobe Experience Platform, or an Application/App Service that uses Experience Platform, an email is sent to the administrator specified during licensing.
- The administrator logs in to Adobe Admin Console and selects Adobe Experience Platform from the list of products on the overview page.
- To grant access to Experience Platform, it is recommended that the administrator add users to the default product profile:
AEP-Default-All-Users. - In Experience Platform Permissions, the administrator can create new roles or edit the permissions and users for any existing roles.
- When creating or editing a role, the administrator adds users to the role using the users tab, and grants permissions to these users (such as “Read Datasets” or “Manage Schemas”) by editing the role’s permissions. Similarly, the administrator can assign access to sandboxes using the same editing option.
- When users log in to the Experience Platform user interface, their access to Experience Platform capabilities is driven by the permissions that have been granted to them from the previous step. For example, if a user does not have the View Datasets permission, the Datasets tab in the side menu will not be visible to that user.
For more detailed steps on how to manage access control in Experience Platform, see the access control user guide.
All calls to Experience Platform APIs are validated for permissions, and will return errors if the appropriate permission(s) are not found in the current user context. Within the UI, elements will be hidden or altered depending on permissions granted to the current user.
Permissions
Permissions provides a central location for managing Experience Platform access for your organization. Through Permissions, you can grant groups of users access permissions for various Experience Platform capabilities, such as Manage Datasets, View Datasets, or Manage Profiles.
Roles
In the Roles section, permissions are assigned to users through the use of roles. Roles allow you to grant permissions to one or multiple users, and also contain their access to the scope of the sandboxes that are assigned to them through roles. Users can be assigned to one or multiple roles belonging to your organization.
Default roles
Experience Platform comes with two pre-configured default roles. The following table outlines what is provided in each default profile, including the sandbox they grant access to as well as the permissions they grant within the scope of that sandbox.
| Role | Sandbox access | Permissions |
|---|---|---|
| Default production all access | Production | All permissions applicable to Experience Platform, except for Sandbox Administration permissions. |
| Sandbox Administrators | N/A | Provides access only to Sandbox Administration permissions. |
Sandboxes and permissions
Non-Production sandboxes are a form of data virtualization that allow you to isolate data from other sandboxes and are typically used for development experiments, testing, or trials. A role’s permissions give the role’s users access to Experience Platform features within the sandbox environments to which they’ve been granted access to. A default Experience Platform license grants you five sandboxes (one production and four non-production). You can add packs of ten non-production sandboxes up to a maximum of 75 sandboxes in total. Please contact your organization’s administrator or your Adobe sales representative for more details.
For more information about sandboxes in Experience Platform, please refer to the sandboxes overview.
Access to sandboxes
Access to sandboxes is managed through roles. For detailed steps on how to enable access to a sandbox for a role, see the attribute based access control roles guide.
Users can be granted access to one or more sandboxes within a role. If one user is included in two or more roles, that user will have access to all sandboxes included in those roles.
The “Sandbox Management” permission allows users to manage, view, or reset sandboxes.
Resource permissions
The resource Permissions tab within a role displays the sandboxes and permissions that are active for that role:
Permissions that are granted through the resource permissions are sorted by category, with some permissions granting access to several low-level functionalities.
The following table outlines the available permissions for Experience Platform in the role, with descriptions of the specific Experience Platform capabilities they grant access to. For detailed steps on how to add permissions to a role, see the attribute based access control roles guide.
| Category | Permission | Description |
|---|---|---|
| AI Assistant | Enable AI Assistant | Ability to ask the AI assistant questions. |
| AI Assistant | View Operational Insights | Access to obtain responses to operational insights queries. |
| Alerts | View Alerts History | Read-only access for alerts history. |
| Alerts | Resolve Alerts | Access to read, edit, and delete alerts. |
| Alerts | View Alerts | Read-only access for alerts. |
| Alerts | Manage Alerts | Access to read, create, edit, and delete alerts history. |
| Computed Attributes | View Computed attributes | Read-only access for computed attributes tab, inventory, and details. |
| Computed Attributes | Manage Computed attributes | Access to read, create, delete drafts, and deactivate computed attributes. |
| Dashboards | View License Usage Dashboard | Read-only access to view the license usage dashboard. |
| Dashboards | Manage Standard Dashboards | Add custom attributes that are not yet in the data warehouse. |
| Data Governance | Manage Usage Labels | Access to read, create, and delete usage labels. |
| Data Governance | Manage Data Usage Policies | Access to read, create, edit, and delete data usage policies. |
| Data Governance | View Data Usage Policies | Read-only access for data usage policies belonging to your organization. |
| Data Governance | View User Activity Log | Read-only access to view recorded audit logs of Platform activities. |
| Data Ingestion | Manage Sources | Access to read, create, edit, and disable sources. |
| Data Ingestion | View Sources | Read-only access to available sources in the Catalog tab and authenticated sources in the Browse tab. |
| Data Ingestion | Manage Audience Share Connections | Access to create, accept, and decline partner handshakes to connect two organizations and enable Segment Match flows. |
| Data Ingestion | Manage Audience Share | Access to read, create, edit, and publish Segment Match feeds with active partners. |
| Data Lifecycle | View Data Lifecycle | Read-only access for data lifecycle. |
| Data Lifecycle | Manage Data Lifecycle | Access to read, create, edit, and delete data lifecycle. |
| Data Modeling | Manage Schemas | Access to read, create, edit, and delete schemas and related resources. |
| Data Modeling | View Schemas | Read-only access to schemas and related resources. |
| Data Modeling | Manage Relationships | Access to read, create, edit, and delete schema relationships. |
| Data Modeling | Manage Identity Metadata | Access to read, create, edit, and delete identity metadata for schemas. |
| Data Management | Manage Datasets | Access to read, create, edit, and delete datasets. Read-only access for schemas. |
| Data Management | View Datasets | Read-only access for datasets and schemas. |
| Data Management | Data Monitoring | Read-only access to monitoring datasets and streams. |
| Data Science Workspace | Manage Data Science Workspace | Access to read, create, edit, and delete in Data Science Workspace. |
| Destinations | View Destinations | Read-only access to view available destinations in the Catalog tab and authenticated destinations in the Browse tab. |
| Destinations | Manage Destinations | Access to read, create, and delete destination connections and destination accounts. |
| Destinations | Activate Destinations | Gives users the ability to activate segments to existing destinations. Enables the mapping step in the activation workflow. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations. |
| Destinations | Activate Segment without Mapping | Gives users the ability to activate segments to existing destinations, without displaying the mapping step. Users can add and remove segments in activation workflows, but cannot add or remove mapped attributes or identities. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations. |
| Destinations | Manage and Activate Dataset Destinations | Ability to read, create, edit, and disable dataset export flows. Ability to also activate data to active datasets that have been created. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations. |
| Destinations | Destination Authoring | Ability to author destinations using Adobe Experience Platform Destination SDK. |
| Identity Management | Manage Identity Namespaces | Access to read, create, edit, and delete identity namespaces. |
| Identity Management | View Identity Namespaces | Read-only access for identity namespaces. |
| Identity Management | View Identity Graph | Read-only access for identity graphs. |
| Intelligent Services | View Attribution AI | Read-only access for Attribution AI settings and insights. |
| Intelligent Services | Manage Attribution AI | Access to read, create, edit, and delete Attribution AI models. |
| Intelligent Services | View Customer AI | Access to read or view Customer AI models. |
| Intelligent Services | Manage Customer AI | Access to create, update, delete, enable, or disable Customer AI models. |
| Profile Management | Manage Profiles | Ingest data from multiple sources, build robust profiles for individual customers, and store profile-enabled data in the data lake and the Real-Time Customer Profile data store. |
| Profile Management | View Profiles | Read-only access to available profiles. |
| Profile Management | Manage Segments | Access to read, create, edit, and delete segments. |
| Profile Management | View Segments | Read-only access to available segments. |
| Profile Management | Manage Merge Policies | Access to read, create, edit, and delete merge policies. |
| Profile Management | View Merge Policies | Read-only access to available merge policies. |
| Profile Management | Import Audiences | Access to read, create, edit, and delete imported audiences. |
| Profile Management | Export Audience for Segment | Ability to export an evaluated audience segment to a dataset. |
| Profile Management | Evaluate a Segment to an Audience | Ability to generate profiles for an audience by evaluating a segment definition. |
| Profile Management | View B2B AI | Read-only access to settings and configurations for all B2B AI/ML services. |
| Profile Management | Manage B2B AI | Access to read, create, edit, and delete settings and configurations for all B2B AI/ML services. |
| Profile Management | View B2B Profile | Read-only access to B2B entity profiles (such as Account, Opportunity, and so on), settings and configurations for all B2B AI/ML services, and B2B dashboard widgets. |
| Profile Management | Manage B2B Profile | Access to read, create, edit, and delete B2B entity profiles (such as Account, Opportunity, and so on). Read-only access for settings and configurations for all B2B AI/ML services, and B2B dashboard widgets. |
| Query Service | Manage Queries | Access to read, create, edit, and delete structured SQL queries for Platform data. |
| Query Service | Manage Query Service Integration | Access to create, update, and delete non-expiring credentials for Query Service access. |
| Sandbox Administration | Manage Sandboxes | Access to read, create, edit, and delete sandboxes. |
| Sandbox Administration | View Sandboxes | Read-only access for sandboxes belonging to your organization. |
| Sandbox Administration | Reset a Sandbox | Ability to reset a sandbox. |
Next steps
By reading this guide, you have been introduced to the main principles of access control in Experience Platform. You can now continue to the attribute based access control user guide for detailed steps on how use Experience Cloud to create roles and assign permissions for Experience Platform.
