User roles

Admin

By default, there is only one user role set up within Meiro Business Explorer: admin.Explorer.

	Admin
Have access to all segments	✓
Create a segment	✓
Invite to a segment
Create conditions	✓
Recovering items from  the Trash	✓
Administration of users	✓
Administration of tags	✓
Administration of insights	✓
Setting the database connection	✓
Setting Meiro API connection	✓
Choosing a Channel Engagement label	✓
Setting a data cache expiration	✓
Setting PII data protection	✓
Setting a maintenance notification email	✓
Setting the appearance of sources in the Channel Engagement chart	✓
Setting attributes for destinations	✓

Customized user roles (coming soon)

Besides that, user roles can be fully customized (coming soon).  It is possible to set a customized user role with a chosen set of accesses. Customized user can be set by an administrator in the Roles tab within the Administration tab.

If no accesses have been chosen, then the user will have access to Segments he has been invited to only. only with a corresponding level of permission (view or edit).

After choosing accesses please remember to name your user role, as well as click on the button Save.  

Accesses possible to set

Customers/ Search

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

Customers/ Detail 

This access 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.

Customers/ View PII

This access enables users seeing 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 access enables creating segments in the Segments tab. 

Segments/ Insights

This access enables seeing the Insights tab within segments available according to permissions.

Segments/ Export

This access enables exporting segments to a set destination. 

Segments/ List all

This access 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.

Segments/ View all

This access enables users to view all available segments details (for all filters: My Segments, Shared With Me, Others).

Segments/ Edit all

This access 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 access enables users to view the Diagnostic Dashboard tab.

Data/ Insights

This access 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. 

Data/ Attributes

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

Data/ Events

This access enables users to view the Events tab within the Data tab.

Data/ Sources & Destinations

This access enables to view the Sources & Destinations tab within the Data tab. 

Data/ Tags 

This access enables users to view the Tags tab within the Data tab. Please note that in order to see segments marked with a particular tag, Segments/ List all or View/ Edit All needs to be enabled. 

Administration/ Users

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

Administration/ Settings

This access enables users to view and edit the Settings tab and Customer Definition tab within the Administration tab.

Administration/ Insights

This access enables users to view and edit the Insights tab within the Administration tab. 

Administration/ Sources & Destinations

This access enables users to view and edit the Sources & Destinations tab within the Administration tab. 

Administration/ Tags

This access enables users to view and edit the Tags tab within the Administration tab. 

MI API

This access is needed for users connecting Meiro Integrations with Meiro Business Explorer.