Operators profiles

Two types of operators can use Campaign Interaction: Offer managers and Delivery managers. Each of them has specific permissions and restrictions. Learn more about Campaign operators and permissions in this page.

  • The Offer manager creates and maintains offers.
  • The Delivery manager approves and uses offers

Create an Offer manager operator

  1. Create a new operator.

    ↗️ Steps to create an operator in Campaign are detailed in Campaign Classic v7 documentation

  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 that if offers are used in a workflow, the operator needs to be added to the Administrator or Offer managers operator group to execute the workflow.

NOTE

An Offer manager can only approve an offer if no reviewer is specified, or if he/she has been declared as the reviewer in the offer template on which the offer was based upon.

Create a Delivery manager operator

  1. Create a new operator.

    ↗️ Steps to create an operator in Campaign are detailed in Campaign Classic v7 documentation

  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

    A Delivery manager can only approve an offer if he/she has been declared as a reviewer during the offer configuration.

Permission matrix per Interaction operator

Offer manager (Design env)
Offer manager (Live env)
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 (Design env.)
Delivery manager (Live env.)
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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