Permissions

CDP4S includes two Permission Sets that can be assigned as required. To do so:

• In Setup, find and click Permission Sets.

• Click the name of one of the options below, and click the Manage Assignments button near the top.

• Click the Add Assignment button at top right.

• Check the box beside all users that should have the permission set, and click Next.

• Set an expiration date if desired, otherwise leave as No expiration date, and click Assign.

CDP4S User

May access the CDP4S App and has read-only access to Guest, Session, Goal and Segment objects.

Does not allow access to Settings, Mapping Wizard, Queued Update or Error objects.

CDP4S Administrator

Provides full access to all CDP4S features including edit for most objects.