Permission sets allow you to configure view and edit access for each area of Demandbase. The areas are based on the menu items in the left navigation bar and the sub-sections within each area.
You can assign users to the default permission sets or permission sets you create. Assigning users to permission sets gives you more control over which areas users can access and lets you quickly update access for groups of users.
Admins can also view a detailed audit trail of edits made to permission sets.
See Create and Manage Permission Sets for how to create and configure permission sets.
Access Levels
When you create a permission set, you can select the following access levels for each area:
- Full Access: Allows view and edit access for all pages and sections in the area.
- No Access: Prevents access to all pages in the area.
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Limited Access: Allows view and edit access for the sub-sections selected. For some sub-sections, you can limit access to view only or limit the items that can be edited.
Important: For view only access, select the View Only option. Selecting both the View Only and Can Edit options allows both view and edit access.
You can also toggle on Make Admin to allow view and edit access for all areas of Demandbase. When you toggle on this option for a permission set, all other access configurations become disabled.
System Permission Sets
To help you get started with using permission sets, Demandbase provides the following pre-configured permission sets:
| Feature | General User | Admin | Marketing | Advertising Admin | Personalization Admin | Demandbase One for Sales |
| Analytics | Everything except Private reports | Full Access | Everything except Private reports | No Access | No Access | Dashboard, Site Analytics, Reports (view only), Communication History (view only), People |
| Orchestration | No Access | Full Access | Full Access | No Access | No Access | No Access |
| Database | Everything except Private Account, Person, Opportunity, Activity Lists/Filters | Full Access | Everything except Private Account, Person, Opportunity, Activity Lists/Filters | No Access | No Access | No Access |
| Advertising | Full Access | Full Access | Full Access | Full Access | No Access | No Access |
| Personalization | Full Access | Full Access | Full Access | No Access | Full Access | No Access |
| Sales | No Access | Full Access | No Access | No Access | No Access | Full Access |
| Settings | My Profile | Full Access | My Profile | My Profile | My Profile | My Profile, Action Configurations (view only), Journey Builder (view only) |
Combined Permission Sets for Users
When you assign a user to more than one permission set, Demandbase combines the permission sets and grants the user the highest access level configured for each area. The permission sets a user has been assigned to appears in the Permissions column of the Users page.
To see details about the combined permissions, hover over an email address and click Settings > View Details.
You can see in-depth information about the user and their combined permissions.
Audit Trail
To see an audit trail for permission sets, from the left navigation bar, go to Settings > Permission Set > Audit Trail. Expand the specific action within a permission set you want to review.
The audit trail shows the following edits made to a permission set within the past 90 days:
- Create
- Update
- Delete
- User assignment
- User removal
For each edit, you can see the following:
- Action Taken
- Details
- User
- Date/Time