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Marketing System Authorization Requirements

The Marketing Web service performs authorization checks to make sure that the user running an operation has permission to perform that operation. These checks are performed by the Microsoft Authorization Manager runtime.

The following table shows the roles, tasks that you perform in those roles, and the required authorization to perform those tasks.

Role or Task

Required Authorization

All Access role

Marketing Viewer role

Marketing Approver role

Marketing Author role

Global Expression Author role

Discount Viewer role

Discount Viewing task

Expression Viewing task

Customer Viewing task

Campaign Viewing task

Marketing Approver role

Marketing Author role

Global Expression Author role

Campaign Approval task

Campaign Item Approval task

Discount Author role

Discount Viewer role

Campaign Authoring task

Customer Authoring task

Discount Authoring task

Coupon Import and Generation task

Coupon Export task

Global Expression Author role

Marketing Viewer role

Expression Authoring task

Customer Viewing task

Search Customer

Read Customer

Campaign Viewing task

Read Campaign

Search Campaign

Discount Viewing task

Read Profile Definition

Read Site Term

Read Campaign Item

Search Campaign Item

Get Coupon Generation Status

Expression Viewing task

Read Global Expression

Read Expression Category

Search Expression

Read Profile Definition

Read Site Term

Campaign Authoring task

Update Campaign

Delete Campaign

Restore Campaign

Insert Campaign

Expression Authoring task

Update Expression Category

Insert Expression Category

Delete Expression Category

Update Global Expression

Insert Global Expression

Delete Global Expression

Read Profile Definition

Read Site Term

Discount Authoring task

Coupon Import and Generation task

Delete Discount

Insert Discount

Update Discount

Restore Discount

Read Profile Definition

Read Site Term

Customer Authoring task

Update Customer

Delete Customer

Restore Customer

Insert Customer

Coupon Import and Generation task

Import Coupon File

Cancel Coupon Generation

Generate Promo Code for Promo Code Definition

Upload Coupon File

Coupon Export task

Export Coupon File

Campaign Approval task

Activate and Deactivate Campaign

Discount Approval task

Privileged Delete Discount (Delete approved discount)

Privileged Bulk Update Discount Priority

Activate (Approve) and Deactivate (Disapprove) Discount

See Also

Other Resources

Developing with the Marketing System