Northern Trail Outfitters (NTO):
* Employs Email Specialists responsible for creating content, testing, sending emails, defining the activities for Automation Studio, and creating automations.
* Prefers not to use custom roles unless it is absolutely necessary.
* Email Specialist resides in multiple business units.
Using best practices, how should a consultant create and assign roles for NTO?

Question

Northern Trail Outfitters (NTO):* Employs Email Specialists responsible for creating content, testing, sending emails, defining the activities for Automation Studio, and creating automations.* Prefers not to use custom roles unless it is absolutely necessary.* Email Specialist resides in multiple business units.Using best practices, how should a consultant create and assign roles for NTO?

Paul Beugelsdijk · Accepted Answer

Check "Allow" automation permissions for the Content Creator Role and assign it to the Email Specialists

Paul Beugelsdijk · Answer

Create a custom Email Specialist role with needed permissions and assign it to the Email Specialists.

Paul Beugelsdijk · Answer

Alter the roles of Content Creator and Data Manager by denying permissions and then assign the roles to the ' Email Specialists.

Paul Beugelsdijk · Answer

Check "Allow" automation permissions for the Content Creator Role and assign it to the Business Units.

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