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Organizational units

About units

Each object and user of the platform is linked to an organizational unit. This unit allows a hierarchical structure to be defined in order to give users a filtered view. A user's unit defines their access level for different platform objects.
If a user is not linked to any unit, that user will not be able to connect to Adobe Campaign. If you would like to restrict access for a particular user or group of users, do not link it to the
All
unit.
A user has read-only access to all of the objects in the parent units. He has read and write access to all objects of his unit and child units. A user does not have access to objects in parallel branches.
By default, only the
All
units are available.
When the user is assigned an organizational unit, this unit will always be applied to the objects the user created.
When a user is in several groups linked to different units, certain rules are applied. For more information, refer to the Managing groups and users section.

Creating and managing units

Organizational units allow you to filter your instance depending on the organization your users are linked to. This unit can represent a region, country or even a brand in your instance.
Here, we previously created security groups with different roles to two users: one user is assigned the security groups Administrators and Geometrixx, the other user belongs to the security groups Standard user and Geometrixx Clothes See Creating a security group and assigning users for the full example.
We now need to create the organizational units for the Geometrixx Clothes and Geometrixx security groups:
  1. From Adobe campaign advanced menu, select
    Administration
    >
    Users & security
    >
    Organizational units
    .
  2. Click
    Create
    to start configuring your organizational unit.
  3. Change the default
    Label
    and
    ID
    to Geometrixx.
  4. Then, link this unit to a parent unit. Here, we chose
    All
    .
  5. Finally, click
    Create
    to start assigning your new organizational unit to security group.
  6. Follow the same procedure for the Geometrixx Clothes unit, except that its parent unit has to be the previously created unit, Geometrixx.
To see the impact of assigning different units to different security group, the user assigned to the Administrator and Geometrixx groups will create two email templates to see what the other user assigned to Standard User and Geometrixx Clothes can or cannot access.
  1. From the advanced menu, select
    Resources
    >
    Templates
    >
    Delivery Templates
    .
  2. Duplicate an existing template and personalize it as needed. For more on this, refer to the About templates section.
  3. When the template is created, select the
    Edit properties
    icon to assign units to your template.
  4. In the
    Access authorization
    drop down menu, select the organizational unit.
    Here we are going to create one template with the previously created organizational unit Geometrixx.
  5. Follow the same procedures to create the second template assigned to the previously created Geometrixx Clothes organizational unit.
The user assigned to the Standard User and Geometrixx Clothes groups will be able to see both templates. Because of the hierarchical structure of the organizational units, he will have read and write access to the template linked to the Geometrixx Clothes unit and only read-only access to the template linked to the Geometrixx unit.
Since the Geometrixx Clothes unit is a child unit of Geometrixx, the following message appears when the user tries to modify the Geometrixx template:
Organizational units can restrict the access to different features such as profiles. For example, if our Geometrixx Clothes user access the
Profiles
tab, he will be able to fully access and modify the profiles with the Geometrixx Clothes organizational unit.
Whereas the profiles with the Geometrixx organizational unit will be read only, the following error will appear if our user tries to modify one profile:
You do not have the rights needed to modify the 'profile' resource of ID
.

Partitioning profiles

If your organization needs to isolate the profiles contacted by each of your different brands, you can partition your profiles by their organizational units.
By default, the organizational unit fields are not available on your profiles and need to be added.
Profiles with no organizational units cannot be accessed by users.
We recommend adding this option before importing any profiles. If you have already imported your customer database, an update is necessary in order to set the organizational unit values on the already imported Profiles.
  1. From the advanced menu, via the Adobe Campaign logo, select
    Administration > Development > Custom resources
    .
  2. Select
    Profile
    or create a new custom resource to extend the profiles.
  3. Check the
    Add access authorization management fields
    box to add the organizational units in the
    Profile
    extension.
  4. Click
    Save
    .
  5. Update the structure by re-publishing the custom resources. For more information about the publication process, refer to Updating the structure section.
The organizational unit field is added to your profiles in the
Access authorization
section.
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