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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

  1. Open the relevant Product Profile within the Admin Console.
  2. Navigate to Permissions and confirm the correct tools (Analysis Workspace, Report Builder, Data Warehouse, APIs) are enabled.
  3. Under Report Suites, add or remove suites to match the updated engagement scope.
  4. If the collaborator requires admin-level capabilities, toggle the Product Administrator role for the service account.
  5. Coordinate with your identity team if profile membership is synchronized from an IdP group; update the group membership instead of manual edits when required.
  6. 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.