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Available roles permissions

By default, there is only the administrator role created. Besides that, roles can be fully customized with a chosen set of permissions: 

Customers

Search

This permission enables users to access the Customers tab and to search for customers' entities. 

Detail

This permission enables users to see the Customer Detail page. Please note that if the access Customers/ Search will not be allowed, then the Customers Detail tab will be possible to see only within segments available according to permissions set.

PII Data

This permission enables users to see customer information labelled as PII, even when PII settings will be enabled (hidden from standard users and users with  PII information disabled).

 

Segments

Create custom segment

This permission enables creating segments in the Custom Segments tab. 

Insights

This access enables exporting segments to destinations. You can specify exactly which destination your user will have access to. In this way, you can grant access only to destinations that are needed for your users. 

 

Export all

This access enables exporting segments to destinations. You can specify exactly which destination your user will have access to. In this way, you can grant access only to destinations that are needed for your users. 

Create custom segment

This permission enables creating segments in the Custom Segments tab. 

List all custom segments

This permission enables users to see a list of all segments (for all filters: My Segments, Shared With Me, Others) including the ones one does not have access to.

View all custom segments

This permission enables users to view details of all segments (for all filters: My Segments, Shared With Me, Others). Users will be able to edit segments only with edit access granted, by default users will have view-only access.

 

Edit all custom segments

This permission enables users to edit all available segments (for all filters: My Segments, Shared With Me, Others). For users with this access is not possible to set a "view-only" level of access to the segment. 
List featured segments

This permission enables users to see a list of all featured segments. User have access to segments he created, even if this access is disabled

This permission enables users to view all featured segments details.

Create/ edit featured segments

This permission enables users to create and edit all featured segments.

View tags/ Edit tags

This permission enables users to view/ edit the Tags tab within the Data tab. 

Data

 

 

 

 

Diagnostic Dashboard

This permission enables users to view the Diagnostic Dashboard tab.

Insights

This permission enables users to view the Insights tab, under the Diagnostic Dashboard tab. Please note that in order to see insights for each segment, access Segments/ Insights must be enabled. 

Attributes

This permission enables users to view the Attributes tab within the Data tab. 

 

Events

This permission enables users to view the Attributes tab within the Data tab. 

 

Sources & Destinations

This permission enables the Sources & Destinations tab within the Data tab. 

Reporting


 

View Reports

This permission enables  users to view Reporting tab. 

Edit Reports

This permission enables users editing Reporting tab.

Personalization

 

View web banners

This permission enables users to view web banners, personalization tab.

Edit web banners

This permission enables editing web banners, personalization tab.

Administration

 

 

 

Users & Roles

This permission enables users to view and edit the Users tab within the Administration tab. 

Settings

This permission enables users to view and edit the Settings tab.

Logs

Access needed for admins to see application logs link (Users Settings tab).

Setup tab

Implementation This permission enables the implementation of Meiro Business Explorer (access to tabs in Setup tab like: Sources, Events, Identity Stitching,  Attributes, Labels, Destinations).
 
Insights This permission enables users to view and edit the Insights tab within the Administration tab. 
 
Smart Segments This permission enables setting up Smart Segments that will be visible in the Segments tab/ Smart Segments tab.

 

Warning: Please be mindful of whom administration access has been granted to. In the Administration tab multiple aspects of product and security settings can be set, therefore by default should be available only to users that will maintain Meiro Business Explorer. 

 

Learn more: To learn how to create roles, please go to this tutorial.