Configuring on-line marketing permissions

You can control access to on-line marketing features through:

The system only allows users to perform on-line marketing actions if they belong to roles with permissions for individual on-line marketing modules.

Create global on-line marketing roles.
Configure the permissions of the global roles.
Assign individual users to the appropriate roles.

You can configure module permissions for roles in the Permissions application.

Configuring permissions for the On-line marketing module

On-line marketing

You can set the following permissions for the On-line marketing module.

Permission	Description
Read	Allows members of the selected roles to view data in some of the On-line marketing application categories.
Manage	Allows members of the selected roles to manage the data in some of the On-line marketing application categories.

Parts of the system where these permissions apply (along with their UI):

Marketing overview application
Activities
- Contact management application -> editing a contact -> Activities tab
- Contact management application -> Activity log tab
- Contact management application -> Configuration -> Macro rules tab
  Note
  The Contact management -> Configuration -> Activity types tab is accessible only to users with the global administrator privilege level.
  To access these applications and tabs, you also need the Read and Read configuration Contact management permissions.
Parts of marketing automation
- Contact management application -> editing a contact -> Processes tab
  To access this application and tab, you also need the Read Contact management permission and the Read processes Marketing automation permission.
Parts of contact management
- Contact management application -> Pending contacts tab
- My pending contacts application
  To access these applications and tabs, you also need the Read Contact management permission.

Activities

Configure the permissions for activity log through the Activities module.

Permission	Description
Read activities	Allows members of the selected roles to view activities in the activity log.
Modify activities	Allows members of the selected roles to edit or delete activities in the activity log.

Contact management

You can configure four basic types of permissions for the Contact management module.

Permission	Description
Read	Allows members of the selected roles to view contacts, contact groups, and contact accounts.
Modify	Allows members of the selected roles to create, edit and delete contacts, contact groups, and contact accounts.
Read configuration	Allows members of the selected roles to view account statuses, contact statuses, and contact roles.
Modify configuration	Allows members of the selected roles to create, edit and delete account statuses, contact statuses, and contact roles.

Scoring

Configure the permissions for Contact scoring through the Scoring module.

Permission	Description
Read	Allows members of the selected roles to view the settings of scores and their rules, as well as the score points of individual contacts.
Manage	Allows members of the selected roles to create, edit and delete scores and their rules. Also authorizes users to recalculate scores.

Content personalization

Configure the permissions for Content personalization through the Content personalization module.

Read

Allows members of the selected roles to view the following in the Pages application administration interface:

The properties of widget personalization variants
Variant lists

No permissions are required to view personalized content on the live site.

Manage

Allows members of the selected roles to create, edit and delete personalization variants of widgets.

Email marketing

Configure the permissions for Email marketing actions through the Email marketing module.

Permission	Description
Read	Allows members of the selected roles to view all data in the Email marketing application interface.
Destroy	Allows members of the selected roles to delete the version history of newsletter and email campaign objects.
Configure email feeds	Allows members of the selected roles to configure the settings of all newsletters and email campaigns on the site.
Author marketing emails	Allows members of the selected roles to create and edit marketing emails within newsletters and email campaigns.
Manage recipients	Allows members of the selected roles to add and remove email feed recipients (contacts and contact groups).
Manage templates and widgets	Allows members of the selected roles to create, edit and delete email feed templates and widgets.

Marketing automation

Configure the permissions for Marketing automation through the On-line marketing module.

Permission	Description
Read processes	Allows members of the selected roles to view automation processes.
Manage processes	Allows members of the selected roles to: Create, configure and delete automation processes Design the steps of automation processes Create and configure triggers for automation processes Move contacts within any process to the previous and next step (regardless of step security settings) Important: Automation processes run within a global context in certain scenarios. To allow moving of contacts from steps in all cases, you need to assign the permission via a Global role.
Start process	Allows members of the selected roles to start automation processes for contacts and contact groups.
Remove process	Allows members of the selected roles to cancel instances of automation processes running for contacts.
Move to specific step	Allows members of the selected roles to move contacts to any step within automation processes (regardless of step security settings). Important: Automation processes run within a global context in certain scenarios. To allow moving of contacts from steps in all cases, you need to assign the permission via a Global role.
Manage automation templates	Allows members of the selected roles to: Save existing automation processes as templates Edit and delete automation process templates

Note: Users need the Read permission for the Contact management module to be able to view and manage instances of automation processes running for contacts.

A/B testing

Configure the permissions for A/B testing through the A/B testing module.

Read

Allows members of the selected roles to view all parts of the A/B testing interface and the corresponding reports.

Manage

Allows members of the selected roles to:

Create, edit and delete A/B tests
Create, edit and delete page variants for A/B tests

Note: A/B testing page variants are created and managed on the Page tab in the Pages application. Users require the standard page permissions to view and edit the related pages (see Configuring page permissions).

Campaigns

Configure permissions for Campaign management through the Web analytics module.

Permission	Description
Manage campaigns	Allows members of the selected roles to create, edit and delete campaigns.

Personas

Configure the permissions for Personas through the Personas module.

Read

Allows members of the selected roles to view the content of the Personas application.

To view the content of personalization variants, members of the selected roles need Content personalization permissions.

No special permissions are required to view personalized content on the live site.

Modify

Allows members of the selected roles to create, edit and delete personas in the Personas application.

Note that to be able to tag pages with personas in the Pages application, members of the selected roles need the Browse tree, Readand ModifyContent permissions.

Web analytics

Configure the permissions for Web analytics through the Web analytics module.

Permission	Description
Read	Allows members of the selected roles to view web analytics reports in the Web analytics application.
Save reports	Allows members of the selected roles to save web analytics reports. The saved reports can be viewed in the Reporting application.
Manage campaigns	Allows members of the selected roles to create, edit and delete campaigns.