Roles

Roles gives you an overview of the configured roles in the platform, and their respective actions and accesses to the different modules. An Administrator can also add or edit a role as per the client's requirements.

The following roles will be the default roles with pre-configured actions which are editable.

• Administrator

• Campaign manager

• Analyst

• Marketer

• Developer

Adding/Editing a role

• Go to > Settings > User Management > Roles

• Add Role: Click the +Add Role button on the right corner of the window and enter the following details.

  • Role: Enter the role that you want to add.

  • Description: Enter the description for the role you have entered.

  • The modules and actions will be displayed below from which you can Enable/Disable actions for that role through the check box, You can search any particular module and its respective actions from the search bar.

  • Click Save once the required changes are made. The changes will be reflected immediately.

  
• Edit a Role: Go To > Settings > User Management > Roles

  • Click the Edit Icon located at the end of each role from the table and enter the following details.

  • Role: Enter the role that you want to add.

  • Description: Enter the description for the role you have Entered.

  • The modules and actions will be displayed below from which you can Enable/Disable actions for that role through the check box, You can search any particular module and its respective actions from the search bar.

  • Click Update once the required changes are made. The changes will be reflected immediately.

    

    Only the Admin has permission to add/remove actions for a particular role.

Default Roles and Actions

Role Name	Module/Actions
Administrator	All
Campaign Manager	Dashboard Customer One View Segments/All Engagement/All Channels/All Journey Builder/All File Ingestion/All Event Dictionary/All Analytics/All Settings/All
Analyst	Journey Builder/Access Journey Reports Analytics/All File Ingestion/Upload History
Marketer	Dashboard Segments/View all Segments, Create a Segment, Edit a Segment Engagements/View all Engagements, Create an Engagement, Edit an Engagement Channels/All (without vendor add/edit) File Ingestion/All Journey Builder/Create a new journey, Edit a journey (includes adding a new version), Access Journey Reports Analytics/Campaign Summary Settings/Welcome Push, BP Global Default
Developer	Setup sources and destinations Channels/Add a new vendor, Edit an existing vendor Event Dictionary/All

Modules and Permissions

The entire platform is comprised of several Modules. Each module serves a definitive purpose or feature in the CDP/Marketing Automation Suite (like Channels). Subsequently, each module has a set of actions or permissions, that are available in different roles.

Module	Actions
Dashboard	-
Customer One View	-
Segments	View all Segments Create a Segment Edit a Segment Activate a Segment
Engagement	View all Engagements Create an Engagement Edit an Engagement Activate an Engagement
Channels	SMS Email App Push Notification Onsite Notification Web Push Notification Notification Bot Banner Personalization Facebook Export Google Ads Export WhatsApp For each channel, there will be 2 other permissions: Add a new vendor Edit an existing vendor These permissions are only for vendor edit and add. Try it out will be accessible to everyone who has access to the channel.
Journey Builder	Create a new journey Edit a journey (includes adding a new version) Access Journey Reports Activate a Journey
Sources	Add a new source Activate a source Connect a destination
File Ingestion	Create a new data source Ingest for a data source Download failed rows.
Destinations	Add a new destination Edit a destination Activate a destination View Telemetry
Event Dictionary	Add new events Edit events Activate Events Add event to destination
Analytics	Campaign Summary Funnel Paths App Installs and Uninstalls Event Dashboard Event Occurrence Traffic Analysis
Settings	Update Frequency Caps Add/Update email contacts Add product labels View Lead and Conversion Events Add Welcome Push Update Welcome Push Add BP Global Default Update BP Global Default
Miscellaneous	Allow 2FA Show PII Ramanujan Access SSO Configuration
User and Roles Management	Add a new user Delete a user Edit user details Add a new role Edit actions for a role Delete a role (only custom ones made by Administrator)
Advanced Priority For Segments	View all Segment Groups Create a new Segment Group Update Segment Group