Overview of Asset Security

By default, the standard Sales job roles, such as Sales Representative and Sales Manager, have access to the Assets UI. If you want to configure Assets security, use the information in this topic.

If duty roles aren't configured, then users need one of these duties to view, create, edit, delete, and export assets:

  • Sales Party Review Duty (grants view access only)

  • Sales Party Management Duty

  • Marketing Sales Party Management Duty

The duty roles can be configured by adding or removing these privileges:

  • View Assets

  • Create Asset

  • Edit Asset

  • Delete Asset

For more information, see the Securing CX Sales and Fusion Service guide.