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 them 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 managers enable them to carry out the following tasks:

• Display Live environments.

• Display and modify offer categories.

• Approve offers if this delivery manager is specified as one of its reviewers.

  NOTE

  Delivery managers can only approve an offer if they have been defined as a reviewer during the offer configuration.

Recap of rights according to operator

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