Adjust Adobe Analytics Roles for the collaborator
Use this checklist when the collaborator needs additional permissions, feature enablement, or reduced scope within Adobe Analytics.
When to Update
- New report suites launch or migrate and the collaborator requires visibility for QA.
- Customer Journey Analytics, Cross-Device Analytics, or other add-ons are enabled.
- Contractual scope narrows and access should be limited to specific suites.
- Internal security reviews mandate tighter multi-factor or IP allow lists.
Update Workflow
- Open the relevant Product Profile within the Admin Console.
- Navigate to Permissions and confirm the correct tools (Analysis Workspace, Report Builder, Data Warehouse, APIs) are enabled.
- Under Report Suites, add or remove suites to match the updated engagement scope.
- If the collaborator requires admin-level capabilities, toggle the Product Administrator role for the service account.
- Coordinate with your identity team if profile membership is synchronized from an IdP group; update the group membership instead of manual edits when required.
- Communicate the changes to the collaborator’s project lead, including any new login requirements or timelines.
Validation Steps
- Run a quick test login (or ask the collaborator to) confirming the Workspace loads and the expected suites are available.
- Check the Audit Log in the Admin Console for confirmation that changes were saved.
- Update your access tracker with the date, requester, and ticket number for the modification.
Common Adjustments
- Launch/Tags publishing: Ensure the account is added to Adobe Launch with the correct company and property rights.
- API credentials: For Server-to-Server OAuth integrations, rotate client secrets and notify the collaborator securely.
- Data Warehouse exports: Verify the account remains on approved recipient lists for scheduled reports.