This feature is in BETA version. For more information, contact your Customer Success Representative.
Administrators can control who can interact with batch journeys. Because marketers must access the Customer Journey Orchestration in the Audience Studio, there are permission dependencies.
If your account does not enable policy-based permissions, you must rely on Audience Studio permissions to provide or restrict access to journeys.
Supported Policy-based Permissions for Batch Journeys
Batch journey policy-based permissions:
- None : Users with no access cannot view, edit, or create journeys
- View Only Access : Users can only view created journeys
- Edit Access : Users can create, edit, move, and delete journeys
- Full Access : Users can create, edit, launch, move, and delete journeys
When administrators enable journey policy-based permissions, the following permission migrations will automatically occur:
- Audience Studio None permissions: Users will be granted None access to Journey Orchestration.
- Audience Studio Full and Limited permissions: Users will be granted Full access to Journey Orchestration.
Users without policy-based permissions will not see additional journey policy-based permissions and rely on Audience Studio folder permissions.
- Open TD Console.
- Navigate to the Control Panel icon at the bottom left of the TD Console**.**
- Select Policies and then select Add policy.
Enter a policy name and, optionally, a description.
Select Create.
In the Policies list, find your policy and select it. Then select Permissions.
- Scroll down to the Audience Studio section.
- In the Permissions drop-down, select one of the following permissions: None, Full Access, and Limited Access.
The users assigned to this policy cannot access Activation Studio or batch journeys.
The users assigned to this policy can perform all actions in the Audience Studio.
Select the type of batch journey permissions to assign to this policy.
- None : No access to batch journeys.
- View Access : View existing batch journeys.
- Edit Access : Create, edit, move, and delete batch journeys.
- Full Access : Create, edit, launch, move, and delete batch journeys.
When you assign an Audience Studio permission to limited, you must also specify the parent segment permissions.
- Select Limited Access.
- Select a parent segment and then select Add.
- Select the pencil icon to add more permissions.
| Audience Studio Permissions | Parent Segment and Folder Configurations | Batch Journey Configurations | Results |
|---|---|---|---|
| Limited | No individual parent segment selected | not applicable | No access to batch journeys. |
| Limited Parent Segment - View Only |
| View, Edit Access or Full Control | View access to journeys within the selected segment folders |
| Limited Parent Segment - Edit |
| Edit Access | Edit access to journeys in the parent segment if the user has Full Control of segment folders. |
| Limited Parent Segment - Full |
| Full Access | Full control of journeys in the selected parent segments |
| Limited Folder - View Only |
| View, Edit Access, Full Access | View journeys in segment folders |
| Limited Folder - Full |
| Full Access | Full access to journeys within segment folders. |
Users must have batch journey permissions (Edit or Full Access) to use Traffic Control. Users can still select permissions like No Journey Permissions and View Traffic Control permissions in the UI.