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CDPCloud Portal
Sitecore CDP
    • Add a user
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    • Managing roles in Sitecore Cloud Portal
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    • Manage API access
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  1. Managing Sitecore CDP system settings
  1. Sitecore CDP
  2. Managing Sitecore CDP system settings
  3. Managing roles in Sitecore Cloud Portal

Managing roles in Sitecore Cloud Portal

This topic helps you understand the roles in Sitecore Cloud Portal and the CDP entities that each role can access.

In https://portal.sitecorecloud.io/, to invite team members and manage their access and permissions in CDP, you must have an Organization Admin or Organization Owner role in Sitecore Cloud Portal.

When inviting new team members to join a Sitecore Cloud Portal organization, an Organization Admin or Organization Owner can grant access to the CDP app and assign a specific app role, as shown here:

Selecting a role when inviting a team member in Sitecore Cloud Portal

For existing team members that already belong to the organization, an Organization Admin or Organization Owner can update their roles and permissions by changing their app roles in Sitecore Cloud Portal.

This table describes the app roles and permissions in Sitecore Cloud Portal with respect to Sitecore CDP entities:

App role

Description

Permissions

User

A Sitecore Cloud Portal role that enables access to CDP entities that do not require an admin role.

  • Manage guest profile

  • Manage audience export

  • Batch segmentation

  • Data browser

  • Dashboards

  • Developer center entities

  • Manage company information

  • Manage points of sale

  • Access to manage features

  • Access to enable or disable the debug feature

Developer

A Sitecore Cloud Portal role that provides additional permissions beyond the user role.

  • Manage guest profile

  • Manage audience export

  • Batch segmentation

  • Data browser

  • Dashboards

  • Developer center entities

  • View company information

  • Manage points of sale

  • Manage guests (delete)

  • View identity rules

  • Manage API access

  • View and create API keys

  • Edit and delete own API keys

  • Access to manage features

  • Access to enable or disable the debug feature

Admin

A Sitecore Cloud Portal role that provides additional permissions beyond the user role.

  • Manage guest profile

  • Manage audience export

  • Enable and disable downloading the output of audience exports

  • Batch segmentation

  • Data browser

  • Dashboards

  • Developer center entities

  • Manage company information

  • Manage points of sale

  • Manage guests (delete)

  • Manage identity rules

  • Manage API access

  • View and create API keys

  • Edit and delete API keys for all team members

  • Access to manage features

  • Access to enable or disable the debug feature

  • Access to enable or disable Audience Export file download

Analytics User

A Sitecore Cloud Portal role that provides permission to analytics.

  • View dashboards

  • View batch segmentation and usage

  • No access to manage features

Read only

A Sitecore Cloud Portal role that provides read-only permission.

  • View and filter homepage analytics

  • View guest profile

  • View audience export

  • View dashboards

  • View developer center entities

  • View company information

  • View points of sale

  • View identity rules

  • No access to manage features

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