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