In this lesson, you'll learn how to use the Multi-business Area functionality to partition customer data within a business unit based on a specific attribute on the data schema. This allows you to restrict console users' access only to customers of the areas they belong to.
Let’s say you need to divide the customer data per country, so you can have certain console users access only customers from Mexico, the USA, or Canada. These console users are responsible for accessing, creating insights, and activating customer data only for their respective countries or regions.
To fulfill such a use case, first you need to define which schema attribute will define the different business areas, or countries in this case. For this particular scenario, we will choose the country attribute that’s part of the Profile Schema.
Creating the Different Business Areas
In this scenario we will create three business areas: Mexico, USA, and Canada. After that, we will invite a new console user to limit their scope to customer data associating them with one or multiple business areas.
Creating the different business areas can be done in three easy steps.
- Define the business area schema attribute.
- Add the business areas.
- Assign the business areas to console users.
- First, choose the Business Area country attribute in the Customer Schemas
- Next, go to the Areas tab, and add the Potential Areas to the list of areas.
After, when you Invite a New Customer to the SAP Customer Data Platform Console, you can limit their customer data access to only customers that belong to those business areas they got assigned to. In this example, we have limited to US and CA only.
- Last, after the user accepts the invitation, the console will limit their access to the customer data associated to the business areas they belong to. Below, shows a subset of customers according to the business areas assigned to the console users.
Setting up and Applying Business Areas in the SAP Customer Data Platform
In this video, we will demonstrate how to setup and apply business areas using the SAP Customer Data Platform Console. The video scenario role-plays a console user who can only view customer data from customers that belong to specific countries. A new console user named John will be invited with limited view access to customer data for customers in the USA and Canada only.
Video Summary
- Define the business area schema attribute.
- Add the business areas.
- Assign the business areas to console users.
Lesson Summary
In this lesson, you learned how to define and create business areas within the SAP Customer Data Platform, enabling you to partition customer data by country. You also explored how to assign console users to specific business areas, ensuring they only access customer information associated with their assigned business areas.