Users and roles¶

Creating a user¶

To create a new user:

1. Access the marketing cloud landing page. This page allows you to access the marketing cloud products, such as Campaign Factory, Personalization, and Customer Data Platform (CDP).

2. Select Campaign Factory. The system redirects to maestro.mautic.com.

3. Enter your sign-in information to access the Campaign Factory dashboard.

4. Go to Settings > Users.

   

5. Click Create to create a new user.

   

6. Specify the user’ name, email address, and password.

   Note

   Once you’ve created the user, you must share the password so that the user can access the instance and reset the same.

7. In Accounts, select the accounts which should be accessible to the user.

   Note

   To assign the user to all accounts, select All.

8. In Roles, select the role with the defined permission set that you want to assign to the user. For more inforomation on roles, see Creating a role.

9. Click Save.

Creating a role¶

By default, Campaign Factory has two roles, which can’t be updated.

• Super Users: Have full permissions within Campaign Factory.
• Administrators: Have permission to add, edit, and delete users as well as view, edit, create, and delete accounts.

Apart from the two above roles, you can also create custom roles and associate users to such roles.

To create a new role:

1. Access the marketing cloud landing page. This page allows you to access the marketing cloud products, such as Campaign Factory, Personalization, and Customer Data Platform (CDP).

2. Select Campaign Factory. The system redirects to maestro.mautic.com.

3. Enter your sign-in information to access the Campaign Factory dashboard.

   

4. Go to Settings > User Roles.

5. Click Create to create a new user.

   

6. Specify a name for your role.

7. Select the permissions that you want to associate with the role.

   Note

   • To grant all permissions to the role, select the Select All check box.
   • To grant all permissions within a specific bucket to the role, click the check box corresponding to that bucket. For example, Accounts, Brand Instance, etc.

8. Click Save.