User roles and permissions
1. Administrator and customized user roles
2. Full list of permissions possible to set
1. Administrator and customized user roles
By default, there is only the Administrator user role set up within Meiro Business Explorer.
Besides that, user roles can be fully customized with a chosen set of permissions granted.
Learn more: To learn how to create user roles, please go to this tutorial.
2. Full list of permissions possible to set
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: This permission enables creating segments in the Segments tab.
Insights: This permission enables seeing the Insights tab within segments available according to permissions.
Export: This access enables exporting segments to available 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.
List all: This permission enables users to see a list of all available segments (for all filters: My Segments, Shared With Me, Others) including the ones one does not have access to.
View all: This permission enables users to view details of all available segments (for all filters: My Segments, Shared With Me, Others). User will be able to edit segments only with edit access granted, by default user will have view-only access.
Edit all: 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.
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 Events tab within the Data tab.
Sources & Destinations: This permission enables to view the Sources & Destinations tab within the Data tab.
Administration
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.
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 Setttings tab).
Setup tab
Implementation: This permission enables to implement 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.