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DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

User management

Last update: Mon Mar 10 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

After provisioning is complete and sandboxes are bound, complete the following steps to provide ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition access for your team and users.

  1. Create a Marketo Engage product profile in the Admin Console (new Marketo Engage instance only).
  2. Create a user group in the Admin Console.
  3. Edit built-in roles or create a custom role with Journey Optimizer B2B Edition permissions.
  4. Add users or groups to roles.

As an administrator, you can complete these tasks in the ÃÛ¶¹ÊÓƵ Admin Console, which is a central place to administer and manage your ÃÛ¶¹ÊÓƵ product licenses and users. In the Admin Console, you can create and manage users in a single location instead of within your various individual solutions. Refer to the page to learn more about its functions and capabilities.

Access the Admin Console

Before you can use the Admin Console to administer users within your team, you need to ensure that you can access the Admin Console and have the appropriate permissions.

  1. As a system administrator, you should receive multiple emails from ÃÛ¶¹ÊÓƵ as part of the onboarding process.

    Look for the welcome email that provides the information about the organization name to which you have been granted access.

  2. Click the Get started link in your welcome email to navigate to the Admin Console.

    If you cannot find the email, open a browser directly to the Admin Console at .

  3. Log in using your ÃÛ¶¹ÊÓƵ ID.

    Upon successful login, you see the Overview page of the ÃÛ¶¹ÊÓƵ Admin Console.

  4. If you have access to multiple organizations, ensure that you have logged in to the correct organization.

    To change your organization, click the organization name from the top right corner and choose the organization to which you need access.

  5. Select Administrators from the Users card to verify that you are a system administrator.

    Admin Console overview - click Administrators {width="700" modal="regular"}

  6. Search by entering your ÃÛ¶¹ÊÓƵ ID email, username, first, or last name.

    • If your access is correctly configured, the search returns your record.

    • If the value in the ADMIN ROLE column shows System, you know that you (or the displayed user) are a system administrator.

Create the Marketo Engage product profile marketo-engage-profile

When granting users access to an ÃÛ¶¹ÊÓƵ solution, you do not necessarily want to give them full access. Product profiles enable each solution to have its own set of user permissions. Use the Admin Console to assign product profiles.

For more information about using product profiles for user entitlements, see in the Admin Console documentation.

Administrator role requirements {width="30"} A system administrator or Marketo Engage product administrator can perform the following steps.

  1. Log in to .

  2. Select the Products tab.

  3. Open the Marketo Engage instance where you want to add the profile and click New profile.

    Admin Console - Marketo Engage instance - New profile {width="700" modal="regular"}

  4. Enter a product profile name, such as Standard User.

  5. Click Next and then Save.

Create a user group create-user-group

A user group is a collection of users are granted a shared set of permissions. You can add or remove users in your user group. The group permissions remain the same while the users within the group change.

For more information about how user groups are used to manage permissions, see in the Admin Console documentation.

Administrator role requirements {width="30"} A system administrator can perform the following steps.

  1. Log in to .

  2. Select the Users tab.

  3. Choose User Groups in the left navigation.

  4. Click New user group at the top right.

  5. Enter a name for the user group, such as Standard Users and click Save.

  6. Click the user group you just created.

  7. Select the Assigned product profiles tab and click Assign profile.

  8. Click + and add each instance of the following products:

    • Marketo Engage
    • ÃÛ¶¹ÊÓƵ Experience Platform - AEP-Default-All-Users
    • ÃÛ¶¹ÊÓƵ Experience Platform Data Collection
    • Data Collection All Access

    Admin Console - user-group - add products {width="700" modal="regular"}

  9. Click Save.

Add users to a group

For information about user management, see in the Admin Console documentation.

Administrator role requirements {width="30"} A system administrator or product administrator can perform the following steps. A product administrator can add only users that already exist in their organization.

  1. Go to .

  2. Under Quick links, click Add users.

  3. Add each user:

    • Enter the user’s email address, first name, and last name.

      Experience Platform - add profiles for the new role {width="600" modal="regular"}

    • For User groups, click +.

    • Select the user group that you created previously.

    • Click Apply.

  4. Click Save.

Edit roles for product permissions edit-roles

Permissions are unitary rights that allow you to define the authorizations assigned to a product profile. Each permission is gathered under a capability, such as journeys or buying groups, which represents the different functionalities or objects in Journey Optimizer B2B Edition.

The Permissions area of ÃÛ¶¹ÊÓƵ Experience Platform is where administrators can define user roles and access policies to manage access permissions for features and objects within a product application. In this app, you can create and manage roles, as well as assign the desired resource permissions for these roles. Permissions also allow you to manage the sandboxes and users associated with a specific role.

For more information about role permissions in Experience Platform, see Manage permissions for a role in the Experience Platform documentation.

B2B product permissions

The following permissions govern access to Journey Optimizer B2B Edition capabilities:

Category
Description
Permissions
B2B Account Lists
Configure, manage, view, and publish permissions for B2B account lists. These permissions include actions such as add, remove, import, and delete accounts from account lists.
  • Manage B2B Account Lists
B2B Admin Configurations
Configure, manage, and view permissions for B2B administrative configurations. These permissions include digital asset management connections, asset repositories, and events.
  • Manage B2B Admin Configurations
B2B Assets
Configure, manage, and view permissions for B2B assets. These permissions include emails, SMS, landing pages, fragments, templates, and images.

  • Manage B2B Assets

  • Manage B2B Templates

  • Manage B2B Fragments

B2B Buying Groups
Configure, manage, and view permissions for B2B buying groups. These permissions include solution interests, roles templates, and buying group status.
  • Manage B2B Buying Groups
B2B Channel Configurations
Configure, manage, and view permissions for B2B channel configurations. These permissions include settings for communication limits, API credentials, and security settings.
  • Manage B2B Channels Configurations
B2B Dashboards
Configure and view permissions for B2B dashboards. These permissions include account engagement, buying group stages, surging accounts, and contact coverage.
  • Manage B2B Dashboards
B2B Journeys
Configure manage, view, and publish permissions for B2B journeys. These permissions include account and person actions, event listeners, and split paths
  • Manage B2B Journeys

B2B built-in roles

When your organization has the Journey Optimizer B2B Edition product provisioned, Experience Platform includes a set of built-in (default) roles that you can use to manage access to the product capabilities:

Role
Permissions
B2B Journey Manager

  • Manage B2B Journeys

  • Manage B2B Buying Groups

  • Manage B2B Account Lists

  • View B2B Intelligent Dashboard

  • View B2B Insights Dashboard

B2B Channel Manager

  • Manage B2B Assets

  • Manage B2B Templates

  • Manage B2B Fragments

B2B System Administrator

  • Manage B2B Channels Configurations

  • Manage B2B Admin Configurations

B2B Sales User
  • View Intelligent Dashboard

Edit role permissions

For built-in or custom roles, you can decide at any time to add or delete permissions. If you modify a default or custom role, it impacts every user assigned to the role.

In the following example, you want to add permissions related to the B2B Journeys resource for users assigned to the B2B Channel Manager role. This change enables users for that role to manage account journeys also.

NOTE
An Admin Console system administrator can perform these steps.

To change the permissions for a role:

  1. Go to .

  2. In the Quick access panel, select Permissions.

    note note
    NOTE
    If you don’t see Permissions, you may need to click View all and select it from the available applications.

    Experience Platform - access Permissions {width="700" modal="regular"}

  3. Select Roles in the left navigation.

  4. Click the B2B Channel Manager role name.

  5. In the details page, click Edit at the top right.

    Experience Platform - edit the role {width="700" modal="regular"}

    In the role editor, the Resources menu displays the list of resources that apply to the Experience Cloud - Platform powered applications products.

    You can enter B2B in the search tool to filter the list for the B2B product permissions.

  6. Click the Add icon (+) for the B2B Journeys resource.

    Experience Platform - edit the role {width="700" modal="regular"}

  7. In the B2B Journeys permissions card, select Manage B2B Account Journeys.

  8. Click Save.

    Experience Platform - edit the role {width="700" modal="regular"}

  9. Click Close to return to the details page.

Add users to a role

Administrator role requirements {width="30"} A system administrator or AEP product administrator can perform the following steps.

  1. Open the role details and select the Users tab.

    This tab displays a list of all users assigned to the role.

  2. Click Add users.

    Experience Platform - add users to the role {width="700" modal="regular"}

  3. In the Add users dialog, locate and select the users that you want to add to the role.

    • You can use the Search tool to filter the list of users.

    • Select the checkbox for each user.

    Experience Platform - Add users dialog {width="600" modal="regular"}

  4. Click Save when you have selected all the users that you want to add.

Add user groups to a role

For information about user management, see in the Admin Console documentation.

Administrator role requirements {width="30"} A system administrator or AEP product administrator can perform the following steps.

  1. Open the role details and select the User groups tab.

    This tab displays a list of all user groups assigned to the role.

  2. Click Add Groups.

    Experience Platform - add users to the role {width="700" modal="regular"}

  3. In the Add groups dialog, locate and select the groups that you want to add to the role.

    • You can use the Search tool to filter the list of user groups.

    • Select the checkbox for each user group.

    Experience Platform - Add groups dialog {width="600" modal="regular"}

  4. Click Save when you have selected all the users that you want to add.

Create a custom role

Administrator role requirements {width="30"} A system administrator or AEP product administrator can perform the following steps.

  1. Select Roles in the left navigation and select Create role.

  2. In the Create new role dialog, enter a name for the role, such as B2B Marketers, and a description (optional).

  3. Click Confirm.

  4. Select your sandboxes.

    Experience Platform - add sandboxes for the new role {width="700" modal="regular"}

  5. Add the profile permissions:

    • In the Resources list on the left, locate the Profile Management item and click the Add (+) icon to add the attribute.

    • For the attribute, add the following permissions:

      • View segments
      • Manage segments
      • View profiles
      • Manage profiles
      • View B2B profile
      • Manage B2B profile

    Experience Platform - add profiles for the new role {width="700" modal="regular"}

  6. Add B2B product permissions:

    Refer to the list of B2B product permissions to determine which product capabilities that you want for the role.

    In the Resources list on the left, locate the B2B items and click the Add (+) icon to add each attribute that you want to enable for the role.

    You can enter B2B in the search tool to filter the list for the B2B product permissions.

  7. Click Save at the top right.

  8. Go to the role details and select the User groups tab.

  9. Click Add Groups.

    Experience Platform - add profiles for the new role {width="700" modal="regular"}

  10. Select the checkbox next to the user group that you created previously in the Admin Console.

  11. Click Save.

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