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

You create and manage users and user groups with IBM® Marketing Platform. Then, with IBM® Marketing Operations, you configure security policies that grant users permission to access specific objects and features through assigned access roles. 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.

Marketing Operations 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 projects further specify which users can participate and with what roles.