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
Profiles |
Search |
This permission enables users to access the Profiles tab and search for customer profiles. |
Detail |
This permission enables users to see the Customer Profile's Detail page. Please note that if access to Profiles/ Search is not allowed, then the Detail tab to the customer profile will be possible to see only within segments available according to the permissions set. |
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Create events |
This permission enables users to create customer events using the API |
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Segments |
Create custom segment |
This permission enables the creation of segments in the Custom Segments tab. |
Insights |
This access enables users to view insights for each segment under the Segment tab. |
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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. If the toggle 'Run Mobile Push campaigns' is disabled, then the 'Export to all' toggle is disabled as well. |
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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. |
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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. |
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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 they created, even if this access is disabled |
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This permission enables users to view all featured segment details. |
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Create/ edit featured segments |
This permission enables users to create and edit all featured segments. |
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View tags |
This permission enables users to view/ edit the Tags tab within the Segments tab. |
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Edit tags |
This permission enables users to edit the Tags tab within the Segments tab. |
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Data library |
Attributes |
This permission enables users to view the Attributes tab within the Data library tab. |
Events |
This permission enables users to view the Events tab within the Data library tab. |
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Sources | This permission enables the Sources tab within the Data library tab. | |
Destinations |
This permission enables the Destinations tab within the Data library tab. |
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Analytics
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Diagnostic Dashboard |
This permission enables users to view the Diagnostic Dashboard tab. |
Insights |
This permission allows users to access the Insights tab |
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View Reports |
This permission enables users to view the Reporting tab. |
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Edit Reports |
This permission enables users to edit the Reporting tab in the |
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License Usage |
This permission enables access to the Licence Usage section in Diagnostic Dashboard. |
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Channels
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View web & promo codes |
This permission enables users to view the pop-up and native banners under the Web tab & promo codes tab. |
Edit web & promo codes |
This permission enables editing of the pop-up and native banners under the Web tab & promo codes. |
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View Mobile Push campaigns |
This permission enables users to view campaigns under the Mobile Push tab. |
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Edit & Run Mobile Push campaigns |
This permission enables creating, editing, and running of Mobile Push campaigns. |
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Administration
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Implementation | This permission enables the implementation of Meiro Business Explorer (access to tabs in the Administration/Configurations tab like: Sources, Events, Identity Stitching, Attributes, Labels, and Destinations). |
Channels | This access enables users to view and edit channels under the Administration/Configurations/Channels tab. | |
Insights |
This permission enables users to view and edit the Insights tab within the Administration/Configurations tab. |
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Smart Segments | This permission enables setting up Smart Segments that will be visible in the Segments tab/ Smart Segments tab. | |
Users Activity |
This permission enables users to view the Users Activity tab within the Administration/User setup tab. |
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Users & Roles |
This permission enables users to view and edit the Users tab within the Administration/User setup tab. |
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Settings |
This permission enables users to view and edit the Administration/Configurations/Settings tabs. |
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Logs |
Access is needed for admins to see the application logs link (Users Settings 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 Analytics, as well as in the segments details)
- Conditions in segment details,
- Exports to the CSV
Warning: Please be mindful of to whom administration access has been 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.