You configure security policies that grant users permission to access specific objects and features through assigned access roles.

Every installation of Collaborate requires Platform. You access the features of both applications through an integrated user interface. To set up security for Collaborate, you use features of both Platform and Collaborate. Before you begin, see the Platform Administrator's Guide for information about security features in Platform.

You create and manage users and user groups with Platform. The permissions that are granted to an access role are determined by a security policy. Any user who is not assigned any roles is governed by the default security policy, Global.

Collaborate provides security through several layers of access roles, and access roles can be assigned to users in different ways. For example, administrators assign default, or baseline, access roles to users, and then the project leaders who create projectsmarketers who create Lists, On-demand Campaigns, and Corporate Campaigns further specify which users can participate and with what roles.