Engage Studio uses Workspaces and Policy-Based Permissions (PBP) to manage access and governance. This ensures that your teams can collaborate securely, with clear separation between brands, regions, or business units.
A Workspace is a secure container for your marketing assets. Everything you build in Engage Studio belongs to a specific workspace.
- Isolation: Separate assets by brand or region (e.g., "Japan Marketing" vs. "US Marketing").
- Governance: Control which Email Domains and Audience Segments are available to each team.
- Security: Prevent accidental access to sensitive data or unauthorized sending.
Each Workspace contains:
- Campaigns: The journeys and activations.
- Templates: Email designs and content.
- Senders: Verified sender profiles authorized for use in this workspace.
- Workspace Settings: Configuration of available Email Domains and Parent Segments.
- Navigate to Engage Studio > Workspaces.
- Click Create Workspace.
- Enter a unique Name and optional Description.
- Click Save.
Once created, an Admin must assign resources to the Workspace:
- Email Domains: Select which verified sending domains (configured by IT) can be used.
- Parent Segments: Select which CDP segments are visible for targeting within this workspace.
Policy-Based Permissions (PBP) allow you to define granular access controls. Instead of simple "Admin" or "User" roles, you create Policies that define exactly what a user can do.
For each resource type, you can assign:
- View: Read-only access.
- Edit: Ability to create and modify.
- Launch: Ability to activate/send campaigns (critical for approval workflows).
| Resource | View | Edit | Launch |
|---|---|---|---|
| Workspace | See details | Create / Update | - |
| Campaign | View only | Create / Update | Launch |
| Template | View only | Create / Update | - |
| Sender | Use in campaigns | Create / Update | - |
Permissions are managed in the Control Panel, not inside Engage Studio itself.
- Go to Control Panel > Policies.
- Create a new Policy or edit an existing one.
- Scroll to the Engage Studio section.
- Configurations: Who can manage Workspaces, Domains, and Parent Segments? (Usually Admins).
- Features: Who can build campaigns and templates? (Marketers, Designers).
- Domains: Who can add/verify new email domains? (IT/Admins).
| Role | Recommended Permissions |
|---|---|
| Marketing Manager | Edit Campaigns/Templates, Launch Campaigns. Access to specific Workspaces. |
| Content Designer | Edit Templates. View Campaigns. No Launch access. |
| Analyst | View Campaigns and Reports. No Edit access. |
| IT Admin | Full Access to Configurations and Domains. |
Q. Can I share an Email Domain across multiple Workspaces? Yes. A verified domain (e.g., marketing.example.com) can be assigned to multiple workspaces.
Q. Can I move a campaign to another Workspace? No. Resources are bound to the workspace where they were created.
Q. Who "owns" the campaign launch? Campaigns run under the permissions of the user who activates them, but the resources used (Senders, Segments) are scoped by the Workspace.