If you're like most Eloquans your User Security Groups were kind of a set it and forget it thing. During your enablement someone (consultant, professional services or other) probably explained what the native security groups and what they control, yours might even look something like this:
It might be weeks, months or years later and yours still look like that don't they? Most people don't realize what they can do with these groups or the power contained here. Just a few ideas to get your wheels spinning:
- Asset Security: Ever wanted to keep your Engage templates segregated by sales team or product/solution line? Or have you wanted to keep your various assets separate based on similar lines? How about creating groups you can assign based on what people should have access to? Easy enough, check out this thread for more details: Email Template Privacy Settings Basically, when you click on the gear in an email, landing page, form, etc. you can select the users or groups who should have permissions to your asset:
- Reporting: Everyone loves the sales tools but no one has a great way to report on them. One of the coolest things I've seen emerged as a way for a former client to report on sales tools usage. Because sales users are only going to be using the Eloqua app via the login embedded in SFDC (at least in my client's instance) we created security groups and reported on App Usage by security group to get an idea of who was/wasn't logging into the applications. Similarly, we built out reporting groups and pulled email reports for Engage templates based on the groups these users were a part of.
- Program Security: This one is less unique and hopefully people are aware, but similar to the way you can permission assets, you can permission control all of your programs too! When you open up a program in program builder, you go to the "program" menu and find "Edit Security"
After you have selected "Edit Security" you will get a window that lets you use User Security Groups to add/remove bulk permissions to the program in question:
You can add individuals but the more scalable solution is to set up the right groups and then permission them accordingly. Want to keep people from messing with your integration program? Perfect, just restrict the access through the Security Rights menu!
Hope this gets your gears spinning on other ways to leverage the permissions in Eloqua!