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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.

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 to Customers/ Search will not be allowed, then the Customers Detail tab will be possible to see only within segments available according to the permissions set.

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 to 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. 

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. Users have access to segments he created, even if this access is disabled

This permission enables users to view all featured segmentssegment details.

Create/ edit featured segments

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

View tags

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

Edit tags


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. 

Licence Usage

This permission enables access to the Licence Usage section in Diagnostic Dashboard.

Reporting


 

View Reports

This permission enables users to view the Reporting tab. 

Edit Reports

This permission enables users to edit the Reporting tab in the Setup tab.

Personalization

 

View web banners & promo codes

This permission enables users to view the pop up, embedded web banners & promo codes tab.

Edit web banners & promo codes

This permission enables editing pop up, embedded web banners & promo codes 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 is needed for admins to see the application logs link (Users Settings tab).

Setup tab

Implementation This permission enables the implementation of Meiro Business Explorer (access to tabs in the 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.


Attribute visibility protection

Specify attribute labels for which this user role will not view values in:

  • Customer Search results, & Customer Profiles,
  • Attribute examples in the Attribute tab, events examples in the Events tab,
  • Insights tab (both in Data, as well as in the segments)
  • Conditions in segment details,
  • Exports to the CSV  

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Warning: Please be mindful ofto whom administration access has been granted to.granted. 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.