EXM security roles

Last updated Thursday, June 1, 2017 in Email Experience Manager for Administrator
Keywords: Configuration, Security

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
  • Changing recipient lists for the subscription messages
  • Saving a message as a subscription message template
  • 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 rolesInRolesManager parameter), 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.

Send feedback about the documentation to docsite@sitecore.net.