Default User Roles

Personalization user roles are customizable with granular permissions. Personalization includes seven roles that you can modify or delete. You can also add roles.

Role Name

Role Can...

Role Can’t...

Campaign Approver

  • View, create, edit, publish, and delete campaigns, templates, and segments
  • View item templates, user and account profiles, recipes, and the catalog
  • Create, edit, publish, or delete item templates
  • View sensitive data
  • Create, edit, or delete user or account profiles
  • Export data
  • Create, edit, publish, or delete recipes and catalog objects

Campaign Author

  • View everything
  • Create, update, and delete campaigns
  • Create, update, and delete segments that aren’t included in campaigns
  • Add and edit recipes
  • Delete recipes not used in any campaigns
  • Publish campaigns
  • Edit published campaigns
  • Delete published campaigns
  • Publish new recipes

Editor

  • View everything
  • Create, update, publish, and delete campaigns
  • Create, update, and delete segments
  • Create, update, and delete user attributes
  • Create, update, and delete items
  • Configure the system
  • Create and update datasets
  • Manage users
  • Add, edit, or delete API tokens

Editor with Export

  • View everything
  • Create, update, publish, and delete campaigns
  • Create, export, update, and delete segments
  • Create, update, and delete user attributes
  • Create, update, and delete items
  • Export datasets
  • Configure the system
  • Create and update datasets
  • Manage users
  • Add, edit, or delete API tokens

Viewer

  • View everything in Personalization
  • View mapped content zones on a page
  • Make updates
  • Save changes to a campaign or template