To create a role

You should create new roles only in the Marketing Platform itself and in Campaign. The reporting function and the other IBM® Unica Marketing products all have basic roles pre-defined that have the simple permissions available to them, so there is no need to create additional roles in these areas.

1.	Click Settings > User Roles & Permissions.

The User Roles & Permissions page displays.

2.	Click the plus sign next to Campaign or Platform in the list on the left, and then click the name of the partition where you want to create the role.

The existing roles within the partition display.

3.	For Campaign only, if you want to create a new role under the Global Policy, click Global Policy.

The existing roles within the Global Policy display.

4.	Click Add Roles and Assign Permissions.

A Properties/Roles page displays a list of existing roles.

5.	Click Add a role.

A new set of role fields is added to the list.

6.	Enter a name and description for the role.

7.	Click Save Changes to save the role and remain on the Properties/Roles page, or Save and Edit Permissionsto go to the Permissions page to add or modify permissions for any of the roles in the list.