Configuring User Permissions for Tags in Adobe Experience Platform

Introduction

In Adobe Experience Platform, robust management of user permissions for tags is crucial for maintaining data integrity, optimizing workflow efficiency, and ensuring compliance with security standards. This guide provides a detailed exploration of the various permission types available, their functionalities, and strategies for implementing effective permissions across diverse business scenarios.

Problem Statement

Organizations often face challenges in efficiently managing user permissions for tag management. These challenges can lead to security vulnerabilities, workflow inefficiencies, and potential compliance issues. Understanding how to configure permissions within Adobe Experience Platform is essential for enhancing operational processes and safeguarding data integrity across digital properties.

Overview of Tag Permissions

Permissions within Adobe Experience Platform are structured across four main categories within product profiles:

1. Platforms:
   • Web and Mobile: Grants access based on platform types (e.g., web or mobile), facilitating management of different digital properties.
2. Properties:
   • Access to Specific Properties: Provides controlled access to tag properties within the organization, ensuring data security and governance.
3. Property Rights:
   • Defines specific actions users can perform within a property:
     • Develop: Create and manage rules, data elements, and libraries.
     • Approve: Review and approve libraries for deployment to staging environments.
     • Publish: Deploy approved libraries to production environments.
     • Manage Extensions: Install, configure, and manage extensions within properties.
     • Manage Environments: Create and modify environments associated with properties.
4. Company Rights:
   • Manage Properties: Create, modify, and delete properties organization-wide.
   • Develop Extensions: Create and manage extension packages at a company level.
   • Manage App Configurations: Manage app settings and credentials for mobile applications.

Configuring User Permissions

User permissions in Adobe Experience Platform are cumulative across all product profiles a user belongs to, ensuring comprehensive access management:

• Rights Scenarios:
  1. One-Person Show:
     • Grant full permissions to a single user responsible for all tagging activities.
  2. Separation of Duties:
     • Assign roles-based permissions to segregate development and deployment responsibilities.
     • Example: Consultants have ‘Develop’ rights but lack access to production environments.
  3. Enterprise Deployment:
     • Organize permissions by geographic regions or business units.
     • Example: Create separate profiles for ‘Develop’ and ‘Publish’ roles across different regions (e.g., North America, Europe).

Example Roles and Permissions

Role	Permissions Assigned
Administrator	Full access to all properties and rights, including managing extensions and environments.
Developer	‘Develop’ rights for creating rules, data elements, and libraries within specific properties.
Approver	Approval rights for reviewing and deploying libraries to staging environments.
Publisher	Permission to publish approved libraries to production environments.
IT Administrator	Manage properties and environments, ensuring overall configuration integrity.

Conclusion

Effectively configuring user permissions in Adobe Experience Platform is essential for facilitating collaboration, maintaining data security, and ensuring compliance with organizational policies. By leveraging the diverse permission types available and aligning them with specific business needs, organizations can streamline operations and optimize tag management processes effectively.

By following this comprehensive guide, businesses can enhance their tag management capabilities within Adobe Experience Platform, fostering a secure and efficient environment for digital marketing and customer experience initiatives.