Feature coming soon

Only users with the appropriate permissions can create, edit, and view journeys in journey management. To use the capabilities of journey management, an administrator must first create the respective roles, and assign them to users.

To create journey management roles, follow these steps:

  1. Click Admin.
  2. Under People & Permissions, click Roles/Permissions.
  3. Click Add Role.
  4. Enter Journey Management Creator, Journey Management Editor, or Journey Management Viewer as the name.
  5. (Optional) Enter a description.
  6. Click the Permissions tab.
  7. Under Permissions, click a category to expand it.
  8. Assign the respective roles.
    Area Entity Permission Explanation Journey Management Creator Journey Management Editor Journey Management Viewer
    Architect Flow View View architect flows. x x x
    Journey Views Add Create journeys. x
    Journey Views Edit

    Edit journeys.

    Note: Users with Edit permission can edit any journeys, not just the ones they created.

    x x
    Journey Views Delete Delete journeys. x x
    Journey Views View View journeys. x x x
    Journey eventDefinition View Add events to a journey. x x x
    Journey viewsEncodings View Search for event attributes that are not predefined. x x
    Journey viewsJobs Add Calculate events (run journey queries). x x
    Journey viewsJobs View See the last calculation performed for a journey. x x x
    Journey viewsResults View See calculated numbers for events in a journey. x x x
    Routing Queue View View queues and queue memberships. x x x

  9. Click Save.

Assign the Journey Management role to users

To assign the Journey Management role, follow these steps.

  1. Click Admin.
  2. Under People and Permissions, click Roles/Permissions.
  3. Locate the Journey Management Creator, Journey Management Editor or Journey Management Viewer role in the Role List.
  4. Click More and then select Change Membership.
  5. Search for the users who need the Journey Management role and select the checkbox next to their names.
  6. Click Save.