⚙️ Manual Prerequisites Before UI Integration
Before completing the integration via the eMarketeer UI, a few manual steps are required. We aim to automate these steps in the future to streamline the onboarding process.
🔐 Step 1: Create an App User in the Customer’s Power Platform Environment
As a System Administrator, follow these steps:
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Navigate to the Power Platform Admin Center (https://admin.powerplatform.microsoft.com).
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Go to Environments and select the environment you’re configuring.
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Open Settings → Users + permissions → Application users.
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Click “+ New app user”.
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In the app selection screen, choose “eMarketeer Marketing Cloud”.
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If it’s not visible, search using the App ID: a2a5e177-5102-4792-b0eb-52f4539f3cf7.
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Assign the following security roles to the app user:
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AIB Roles
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App Opener
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Basic User
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System Administrator
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Click Save.
📋 Step 2: Enable Auditing for Consent Sync
To ensure consent data syncs correctly, auditing must be enabled for the Contact table.
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Go to Power Apps (https://make.powerapps.com).
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Navigate to Tables → Contact.
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Click “Properties”, then “Advanced options”.
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Scroll down and check the option: “Audit changes to its data”.
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Click Save.
