Marketing Center Security and the 360 Degree View
These topics describe the functionality of Marketing Center Security in the 360-Degree View, and discuss the following:
360 Degree View—Secure Activity Tree for Campaigns and Events.
Constituent 360 Degree View—Secure Recruiting Information.
The 360-Degree View ensures that users can only see campaigns and events that they are authorized to access. If a user is not authorized to the campaign or event, the campaign or event does not display on the Marketing Activities and Events activity nodes.
Image: 360 Degree View - Events
This example illustrates the fields and controls on the 360 Degree View - Events.
Note: In order for the Event node to appear in the 360 Degree View, users must have one of the Higher Education Agent or Administrator roles (such as HE Administrator or CS- CRM HE Level One Agent) added.
Image: 360 Degree View - Marketing Activities
This example illustrates the fields and controls on the 360 Degree View - Marketing Activities.
Only users belonging to authorized Marketing Centers can view recruiting information at the Career and Program levels. If the Marketing Center to which a user belongs is assigned to a prospect at the Career level or to any of the prospect’s Programs, that user can access the prospect and view all of his or her Career and Program information in the Recruiting section. Users can see information about a specific Program in the Program Information grid only if the Marketing Center to which the user belongs has been assigned to that Program.
If the user does not belong to any Marketing Centers to which the prospect is assigned, then the prospect’s recruiting information is not displayed in the Constituent 360 Degree View.
Image: Constituent 360 Degree View - Recruiting section
This example illustrates the fields and controls on the Constituent 360 Degree View - Recruiting section.
