Overview of Job Roles and Duty Roles for Fusion Marketing

Job Roles define business responsibilities assigned to users, while Duty Roles are smaller, modular sets of tasks that make up a job role. Job roles represent high-level positions, whereas duty roles provide granular functional security, often inherited by job roles. Job roles are assigned to users, while duty roles are assigned to job roles.

Job Roles for Fusion Marketing

Job roles represent jobs or functions that users perform in an organization. Fusion Marketing has the following predefined job roles:

Job Role Name	Job Role Code	Description
Marketing Administrator	ORA_FMK_MARKETING_ADMINISTRATOR	Manages the marketing department and its personnel. Handles administrative duties, data security, and configures the application to align with business requirements.
Marketing Manager	ORA_FMK_MARKETING_MANAGER	Leads coordination of marketing messaging, segmentation, communication channels, and campaign launches. Manages the marketing system, protocols and standards to optimize platform usage.
Marketing Specialist	ORA_FMK_MARKETING_SPECIALIST	Works with corporate marketing managers to define segmentation strategies and develop criteria for targeting audience segments in marketing campaigns. Handles creative and analyzes marketing data to guide product development and strategies.
Marketing Data Analyst	ORA_FMK_MARKETING_ANALYST	Manages advanced reporting capabilities, including the ability to create, edit, and configure workbooks using available subject areas. Enables advanced data exploration, visualization, and analysis to drive marketing insights.
Marketing Analytics Viewer	ORA_FMK_MARKETING_ANALYTICS_VIEWER	Consumes reporting content in a read-only capacity. Interacts with existing workbooks but can't create or edit content. Supports basic reporting needs without access to advanced features.
Customer Data Platform Administrator	ORA_FMK_CUSTOMER_DATA_PLATFORM_ADMINISTRATOR_JOB	Works with corporate customer data managers to examine data streams, monitors data collection parameters to ensure accuracy and consistency, identifies trends or anomalies, and presents findings to relevant stakeholders to inform decision-making. Analyzes customer data to provide insights for marketing teams to aid campaign personalization and execution.
Customer Data Platform Manager	ORA_FMK_CUSTOMER_DATA_PLATFORM_MANAGER	Leads strategy and implementation of customer data to optimize data-driven marketing and customer engagement. Manages the data platform, data governance, usage and standards to optimize platform usage.
Customer Data Platform Specialist	ORA_FMK_CUSTOMER_DATA_PLATFORM_SPECIALIST	Works with corporate customer data managers to examine data streams, monitors data collection parameters to ensure accuracy and consistency, identifies trends or anomalies, and presents findings to relevant stakeholders to inform decision-making. Analyzes customer data to provide insights for marketing teams to aid campaign personalization and execution.
Customer Data Analyst	ORA_FMK_CUSTOMER_DATA_ANALYST	Manages advanced reporting capabilities for Customer Data, including the ability to create, edit, and configure workbooks using available subject areas.
Customer Data Analytics Viewer	ORA_FMK_CUSTOMER_DATA_ANALYTICS_VIEWER	Consumes reporting content for customer data in a read-only capacity. Interacts with existing workbooks but can't create or edit content. Supports basic reporting needs without access to advanced features.

Duty Roles for Fusion Marketing

Duty roles are composed of security policies which grant access to work areas, dashboards, task flows, application pages, reports, batch programs, and so on. You can create duty roles and can include predefined and custom duty roles in custom job roles. You don't assign duty roles directly to users.

Duty roles can be classified into the following types, across different functional areas:

Category Type	Duty Roles of this category provide access to ...
Usage	Actions such as view, preview, count and validate.
Management	Actions such as create, update, delete and archive.
Publishing	Actions such as publish and activate
Reporting	Operational reports

For information about role types, see Role Types topic of the Securing Applications guide.

Inheritance

Fusion Marketing has job roles and duty roles that follow an inheritance pattern. Almost every role is a hierarchy or collection of other roles. For information about role inheritance, see Role Inheritance topic of the Securing Applications guide.

For example, the inheritance pattern for Fusion Marketing duty roles is as follows:

• Management type duty roles inherit Usage type duty roles
• Publishing type duty roles inherit Management type duty roles
• Reporting type duty roles inherit Usage type duty roles

The inheritance pattern between job and duty roles is as follows

• Specialist type job roles inherit Usage type duty roles and Reporting type duty roles
• Manager type job roles inherit Specialist type job roles, Management type duty roles, and Reporting type duty roles
• Administrator type job roles inherit Manager type job roles, Publishing type duty roles, and Reporting type duty roles

Customer Data Platform (CDP) User Roles

User roles define what areas of the Customer Data Platform (CDP) the user can access and the functionality they can use in the application. If needed, a user can be assigned more than one role. If a user is assigned multiple roles, they will have the combined access and functionality of all assigned roles.

The following table outlines Customer Data Platform (CDP) specific user roles and associated permissions:

Custom Job Role Name	Job Role Code	Description
Instance Admin	INSTANCE_ADMIN	Creates and manages data objects, attributes, and attribute groups; create relationships; enable attribute lookups; hide/show data objects and attributes; view hidden items; mask attributes.
Data Master	DATA_MASTER	Publish changes and manage the data model by creating and maintaining data objects, attributes, attribute groups, relationships, sources, and destinations. They can also configure and monitor data feeds, jobs, events, intelligent attributes, master entities, and data object records and work with Profile Explorer and the light version of Expert Configuration. In addition, they can manage the Streaming API and Near Real-time API to support data integration and processing.
Data Engineer	DATA_ENGINEER	Creates and manages the data model, including data objects, attributes, relationships, sources, destinations, and data feeds, and monitor jobs and events. They can also manage data object records, master entities, intelligent attributes, Profile Explorer, the light version of Expert Configuration, and the Streaming API and Near Real-time API. However, they can't publish changes; they can only review pending changes through the View change list.
Data Scientist	DATA_SCIENTIST	Publish changes and manage the data model by creating and maintaining data objects, attributes, relationships, sources, destinations, and data feeds. They can also create and manage segments, data science models, next best actions, next best offers, and segment deliveries, while monitoring jobs, events, and data integrations. In addition, they can manage data object records, master entities, intelligent attributes, Profile Explorer, the light version of Expert Configuration, and the Streaming API and Near Real-time API.
Data User	DATA_USER	Read-only access to the following pages: Data Model, Sources, Destinations, Data Feeds, Jobs, Events, Master Entities, Intelligent Attributes, and Profile Explorer.
Analytics User	ANALYTICS_USER	Home (Analytics dashboard): Create and manage analytics widgets. Analyze campaign metrics and perform campaign analysis.
Business User	BUSINESS_USER	Home (Analytics dashboard) Create and manage analytics widgets. Analyze campaign metrics and perform campaign analysis. Create next best actions and next best offers. Create, manage, and monitor segment deliveries. Create, manage, and monitor export jobs.
Governance User	GOVERNANCE_USER	Read-only access to Data Model, Data Viewer, and Destinations. Can add users, view and manage users and view and manage user roles.
Support User	SUPPORT_USER	Read-only access to Data Model, Sources, Destinations, Events, Segmentation, Data Feeds, Jobs, Master Entities, Intelligent Attributes, and Profile Explorer.

Enable Permission Groups for all Fusion Marketing Job Roles

You need to set permission groups for both your user's Fusion Marketing predefined job roles and any custom job roles you might have created so that when your users configure or create a marketing feature, they can view and perform activities assigned to their job roles.

Use the following steps to enable permission groups for each of the following predefined job roles:

• Marketing Administrator

• Marketing Manager

• Marketing Specialist

• Marketing Data Analyst

• Marketing Analytics Viewer

• Customer Data Platform Administrator

• Customer Data Platform Manager

• Customer Data Platform Specialist

• Customer Data Analyst

• Customer Data Analytics Viewer

1. Access the security console from Navigator > Tools > Security Console.
2. Select Roles and search for the predefined job roles or any custom roles you might have created.

   For example, search for the ORA_FMK_CUSTOMER_DATA_PLATFORM_MANAGER (Customer Data Platform Manager) role.

3. Select the Edit Role option from the search result section.

4. Click through the steps in the guided process, and select Enable Permission Groups from the Basic Information step to enable permission groups for the Customer Data Platform Manager role. Confirm your choice.

5. Select the Summary step and select Save and Close. You can also navigate to the Summary step by clicking Next until you reach the final step.

Repeat these steps for each of the predefined roles and any custom roles you've created and allow a few minutes before rechecking access to your marketing functionality.