Operator profiles

There are two types of operators who use Interaction: offer managers and delivery managers. They each have specific rights that only give them access to some parts of the tree and the platform.

  • Offer manager : creates and maintains offers. Note that if offers are used in the workflow, the operator will need to be in the Administrator or Offer managers operator group to execute the workflow.
  • Delivery manager : approves and uses offers

The steps for creating operators specific to Interaction are identical to those used to create all other operators on the platform. For more on this, refer to this section. The rights are configured during operator creation.

Offer manager

  1. Create a new operator.

  2. Go to the Groups and named rights window, click Add and select the Offer manager group.

The rights assigned to the offer manager enable them to carry out the following tasks:

  • Modify Design environments.

  • View Live environments.

  • Configure administration functions (predefined spaces and filters).

  • Create and alter categories.

  • Create offers.

  • Configure offer eligibility.

  • Approve offers.

    NOTE

    The offer manager can only approve an offer in two certain cases. The first being if nobody in particular was specified as the reviewer, and the second being if the operator in charge of creating templates (with the right to assign reviewers) specified him/her as the reviewer in the offer template on which the offer was based.

Delivery manager

  1. Create a new operator.

  2. Go to the Groups and named rights window, click Add and select the Delivery manager group.

The rights assigned to the delivery manager are/enable them to carry out the following tasks:

  • Display Live environments.

  • Display and modify offer categories.

  • Approve offers if s/he is specified as one of its reviewers.

    NOTE

    The delivery manager can only approve an offer if he has been defined as a reviewer during the offer configuration.

Recap of rights according to operator

Offer manager (editing)
Offer manager (live)
Tree structure level
Offers being edited / Live offers
Read / Write
Read
Recipient - Environment
Read / Write
Read
Administration
Read / Write
Read
Spaces
Read / Write
Read
Predefined offer filters
Read / Write
Read
Typology
Read / Write
Read
Typology rules
Read / Write
Read
Offer catalog
Read / Write
Read
Offer category
Read / Write
Read
Delivery manager (editing)
Delivery manager (live)
Tree structure level
Offers being edited / Live offers
Read
Recipient - Environment
Read
Administration
Spaces
Predefined offer filters
Read
Read
Typology
Read
Read
Typology rules
Read
Offer catalog
Read
Read
Offer category
Read

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