User Role Permissions

You can create roles by combining dataset-specific permissions.

Functional Area

Permission Name

User Can...

User Can’t...

Campaigns

View

View campaigns

Create, edit, publish, or delete campaigns

Create/Edit

  • View, create, and edit campaigns

  • View, create, edit, rename, and organize folders for campaigns

Publish or delete campaigns

Publish/Delete

  • View, publish, and delete campaigns

  • Create, rename, delete, and organize folders for web campaigns, triggered messages, and surveys

Create or edit campaigns

Administer Channel

  • Set up action mapping
  • Add site-wide JavaScript and site-wide CSS
  • Configure mobile app and email domain setup
 

Templates

View

  • View web campaign templates
  • Create, edit, publish, or delete web campaign templates

Create/Edit

  • View, create, and edit web campaign templates
  • Publish or delete web campaign templates

Publish/Delete

  • View, publish, and delete web campaign templates
  • Create or edit campaign templates

Item Templates

View

  • View item templates
  • Create, edit, publish, or delete item templates

Create/Edit

  • View, create, and edit item templates
  • Publish or delete item templates

Publish/Delete

  • View, publish, and delete item templates
  • Create or edit item templates

Segments

View

View segments

  • Create, edit, publish, or delete segments.

Create/Edit

  • View, create, and edit
  • Create, rename, delete, and organize folders for user segments, account segments, and segment lists
  • Publish or delete segments

Publish/Delete

View, publish, delete, and organize segments and folders.

  • Create or edit segments

User/Account Profile

View

View profile details and attributes

  • View sensitive information
  • Create, edit, or delete user profiles, account profiles, or attributes

View Sensitive

  • View all profile details, including sensitive information
  • View attributes
  • Create, edit, or delete user or account profiles
  • Create, edit, or delete attributes

Create/Edit

  • View, create, and edit profile details and attributes
  • Delete attribute values
  • View sensitive information
  • Delete profiles and attributes

Delete

  • View and delete profile details and attributes
  • Delete user profiles
  • View sensitive information
  • Create and edit profiles and attributes
  • Delete attributes from a dataset configuration

Bulk Event Data

Export

  • Export data from segments
  • Export all user data
  • Export catalog items

Export event data displayed in the Event Stream

Raw Event Data

Export

Export event data displayed in the Event Stream

  • Export data from segments
  • Export all user data
  • Export catalog items

Recipes

View

View recipes

Create, edit, publish, and delete recipes

Create/Edit

View, create, and edit recipes

Publish and delete recipes

Publish/Delete

View, publish, and delete recipes

Create and edit recipes

Contextual Bandit

View

  • View Feature Subsets
  • Create or edit Feature Subsets
  • Edit Feature Engineering

Create/Edit

  • View, create, and edit Feature Subsets
  • Edit Feature Engineering
 
Einstein Reports View View Einstein Reports  

Catalog

View

View catalog objects

Create, edit, publish, and delete catalog objects

Create/Edit

View, create, edit, or publish catalog objects

Publish or delete catalog objects

Delete

View, publish, or delete catalog objects

Create or edit catalog objects

Feeds View View feeds Create, enable, disable, or run feeds
Create/Edit View, create, enable, disable, and run feeds  

Dataset Settings

Configure Dataset

  • Configure dataset options in the Settings UI
  • Create, edit, and delete user and account attributes for a dataset
  • Create and manage folders to group and organize campaigns and segments
  • Move items between folders for campaigns and segments
 

Catalog and Profile Objects Settings

Configure

Configure catalog and profile object definitions

View, create, edit, publish, or delete catalog or profile objects