EXM security roles

Abstract

Marketers should be assigned the necessary access rights through one of the corresponding security roles.

Security roles give Sitecore users different access rights to different areas of a site. To use the EXM application, marketers should be assigned necessary access rights through one of the following security roles:

Role	Description
EXM Users role	This role gives users access to all the functionality of the EXM application, except for the following: Changing default settings Deleting messages Editing engagement plans Opening the Engagement Plan Monitor Expanding the General tab Modify the target device Modify the Reply To value
EXM Advanced Users role	This role provides the user with access rights to all the functionality of the EXM application. Only assign this role to users if you are sure you want to grant them full access to EXM.

Roles can also be assigned additional roles (‘roles in roles’). However, if this feature (the rolesInRolesManagerparameter), is disabled in the Sitecore.config file, you must assign these three additional Sitecore roles to enable users to edit the content of messages:

sitecore\Sitecore Client Users role – provides access to the Sitecore user interfaces.
sitecore\Sitecore Client Authoring role – provides access to basic item editing features and applications.
sitecore\Sitecore Client Designing role – provides access to the Experience Editor Design Pane features that allow a user to set layout details associated with items.