Sitecore - www.stockpick.nl

Created: 18 Jan 2018, last update: 30 Jan 2022

New User Roles in Sitecore 9

In Sitecore 9 there are some new user roles and a few are removed, for Sitecore 8 see: New Roles in Sitecore 8. The Sitecore Security Rights Reporting Module is now also for Sitecore 9, with knowledge of all roles and settings you can see all rights and see which rights are custom and which rights are missing and which right are there for a specific user or role or for all rights. You can download the Rights Module for Sitecore here https://github.com/jbluemink/Sitecore-Security-Rights-Reporting

New in Sitecore 9:
sitecore\Forms Editor
sitecore\Marketing Automation Editors

New in Sitecore 9 Update-1
sitecore\EXM Users
sitecore\EXM Advanced Users

EXM, Sitecore Email Experience Manager is now part of the core product for Sitecore 9 Update-1, and not a separated module. For versions below Email Experience Manager 3.5 the roles are called ECM Users and ECM Advanced Users. And there are over 1,000 breaking changes In EXM.

Deleted roles:

sitecore\Experience Explorer
sitecore\Facebook Message Reviewer
sitecore\Sitecore Client Social Authoring
sitecore\Social Marketer Message Reviewer
sitecore\Social Message Author
sitecore\Social Message Workflow Editor
sitecore\Social Message Workflow Reviewer
sitecore\Twitter Message Reviewer

Social connect is removed from Sitecore 9.

More in detail this is what the roles do:
See also The security roles

sitecore\Forms Editor

New in Sitecore 9, With the Forms Editor role, a user can access the Sitecore Forms application from the Launchpad and is able to create, edit, and delete forms."}

See: the security roles in Sitecore forms

Item Rights set on account sitecore\Forms Editor on core Database

Item Rights set on account sitecore\Forms Editor on master Database

sitecore\Marketing Automation Editors

New in Sitecore 9, Gives the user access to the Marketing Automation application so they can create, edit, and manage marketing automation campaigns. In addition, this role gives the user access to the Marketing Control Panel application so they can create, edit, and manage marketing definitions that are part of the automation campaigns and the Analytics workflow.

sitecore\EXM Users on core Database

For Email Experience Manager 3.5 and higher. Gives the user access to all the basic functionality in the Email Experience Manager, such as create, send, and manage messages. This role is a member of the List Manager Editors role.

Item Rights set on account sitecore\EXM Users on core Database

Item Rights set on account sitecore\EXM Users on master Database

sitecore\EXM Advanced Users

For Email Experience Manager 3.5 and higher. Gives the user full access to all the functionality in the Email Experience Manager. This role is a member of the List Manager Editors role. Members of this role can:
-Delete a message.
-Change the default settings.
-Open or edit the engagement plan.
-Change the recipient lists of a subscription message.
-Save a message as a subscription message template.
-Change the target device.

Item Rights set on account sitecore\EXM Advanced Users on core Database

Item Rights set on account sitecore\EXM Advanced Users on master Database

Jan Bluemink

Author at sitecore.stockpick.nl

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