Default security policy roles

Default roles, Collaborate Administrator and Collaborate UserField Marketer, Corporate Marketer, and Collaborate Administrator, are included in the default Global security policy.

These roles provide application access levels for Collaborate in Platform and they are always in effect.

  • When, using Platform, you add a user to a user group that has the CollaborateAdminRole level of access, that user is assigned the Collaborate Administrator user role in Plan. By default, users with this role have access to all administrative and configuration settings.

    If, in Platform, you add a user to a user group with the Collaborate Administrator level of access, that user is assigned the Collaborate Administrator access role in Collaborate. By default, Collaborate administrators have access to all administrative and configuration settings.

  • When, using Platform, you add a user to a user group with the CollaborateUserRole level of access, that user is assigned the Plan User user role in Collaborate. By default, users with this role are granted few permissions.

    If, in Platform, you add a user to a user group with the field level of access, that user is assigned the Field Marketer access role in Collaborate. By default, field marketers are granted few permissions.

  • If, in the Platform, you add a user to a user group with the corporate level of access, that user is assigned the Corporate Marketer access role in Collaborate. By default, corporate marketers are granted administrative permissions.

These role assignments display on the Settings > Collaborate Settings > User Permissions page.

You cannot override these role assignments on the Collaborate User Permissions page, and you cannot remove these roles from the Global security policy. To change the default security policy role that is assigned to a user, you must change the user group assignment by using Platform.

Any changes that are made to users in Platform are reflected in Collaborate only after you synchronize the user database tables. User synchronization occurs automatically at regular intervals, as specified by Settings > Configuration > Collaborate > UDMConfigurationSettings > usermanagerSyncTime. Or, to manually synchronize the user database tables, you or another administrator can start Settings > Collaborate Settings > Synchronize Users.