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Example documentationCurrent Permissions and Invalid Permissions

 

In marketing permissions, customer preferences with regards to receiving unsolicited marketing messages are recorded. Depending on local legal requirements, this includes information such as, whether or not the customer consents to receive marketing messages, the communication channel, communication details, form of consent, or the date of consent. This information forms a marketing permission, and marketing permissions are either current or invalid.

You can display current permissions and the invalid permissions in the Marketing Permissions assignment block (use Display Current Permissions). The current permissions are available in the list of all permissions (use Display All Permissions). The system differentiates between current and invalid permissions based on the following attributes:

Current Permission

A permission is current and available in Display Current Permissions when the following applies:

  • The consent is Rejected.

    A rejected consent is always applicable, and is always a current permission.

  • According to the settings in the Customizing activity Define Opt-In Settings available in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Define Settings for Marketing Permissions End of the navigation path, the period of validity still applies.

Invalid Permission

A permission is invalid and only available in Display All Permissions when one or more of the following conditions applies:

For Accounts

  • The date of consent is in the future.

  • Communication details are changed or deleted.

  • Communication details are no longer valid.

  • A permission has expired due to settings in the Customizing activity Define Opt-In Settings.

  • A permission for the same communication channel exists with a more recent date of consent.

For Contacts

  • The date of consent is in the future.

  • Communication details are changed or deleted.

  • Communication details are no longer valid.

  • A permission has expired due to settings in the Customizing activity Define Opt-In Settings available in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Define Settings for Marketing Permissions. End of the navigation path

  • A permission for the same communication channel exists with a more recent date of consent.

For Contacts Assigned to an Account

For contacts assigned to an account, permissions are invalid when one or more of the following applies:

  • The date of consent is in the future.

  • Communication details are changed or deleted.

  • Communication details are no longer valid.

  • The contact relationship to the account is no longer valid.

  • A permission has expired due to settings in the Customizing activity Define Opt-In Settings available in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Define Settings for Marketing Permissions. End of the navigation path

  • A permission for the same communication channel exists with a more recent date of consent.

  • The account has the consent Rejected for a specified communication channel but the contact has Given. In this case the consent Rejected on account level overrules consent Given on contact level meaning that the contact permission becomes invalid.