Built-in roles ootb-product-profiles
Built-in roles are a set of unitary rights which allows users access to certain functionalities or objects in the interface. Refer to this page for the list of available permissions to build your role.
Content Library Manager content-library-manager
The Content Library Manager role only allows access to the Content templates menu. Users assigned to this role will only be able to access the template library to create content without accessing the journeys or campaigns.
This permission includes the following permissions:
- Manage library items: read, create, edit, and delete Journey Optimizer Library items, including content templates and fragments.
- Manage simulate content: access to the Simulate content option for preview and proof.
- Publish Fragment: publish content fragments.
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom reports and use action features.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- View schemas: read-only access to schemas.
Decisioning manager decisioning-manager
The Decisioning manager role only allows access to the Decision management menu. Users assigned to this role will only be able to manage, view and publish decisions.
This permission includes the following permissions:
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom reports and use action features.
- View decisions: read-only access to decisioning entities.
- Publish decisions: activate or deactivate decisioning activities.
Campaign Administrator campaign-administrator
The Campaign Administrator role allows the administration menus with the possibility to manage and publish Campaigns and Decision management.
This permission includes the following permissions:
- Manage campaigns: read, create, edit, and delete campaigns.
- Publish campaigns: publish campaigns.
- View campaigns report: read and edit campaigns report.
- Export suppression list: access to export suppression list as a CSV file.
- Manage alerts: enable/disable alerts for campaigns, messages and entitlements.
- Manage IP pools: read, create, edit, and delete ip pool.
- Manage landing page settings: read, create, edit, and delete landing page settings.
- Manage messages general settings: read, create, edit, and delete message general settings.
- Manage messages presets: read, create, edit, and delete content branding.
- Manage PTR records: read and edit PTR records.
- Manage SMS settings: read, create, edit, and delete SMS settings.
- Manage subdomains delegation: read, create, edit, and delete subdomain delegation.
- Manage suppression rules: access read, create, edit and delete suppression rules.
- View PTR records: read-only access to PTR records.
- View suppression list: read and export local suppression list.
- Manage decisions: read, create, edit, and delete decisions.
- Manage ranking strategies: read, create, edit, and delete ranking strategies.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- Read Identity namespace: read-only access to identity namespace.
- View schemas: read-only access to schemas.
- Sandbox: grant access to sandboxes.
Campaign Approver campaign-approver
The Campaign Approver role allows users to approve deliveries and publish them. They can later check the success of their deliveries with the Campaigns reports.
- Manage campaigns: read, create, edit, and delete campaigns.
- Publish campaigns: publish campaigns.
- View campaigns report: read, edit campaign reports.
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom messages reports and use action features.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage segments: read, create, edit, and delete segment definitions.
- Manage profiles: read, create, edit, and delete profiles.
- View datasets: read-only access to datasets.
- View schemas: read-only access to schemas.
- View messages presets: read-only access to messages presets.
Campaign Manager campaign-manager
The Campaign Manager role allows users to create and edit Campaigns and every capability linked to Campaigns but will not be able to publish them.
This permission includes the following permissions:
- Manage campaigns: read, create, edit, and delete campaigns.
- View campaigns report: read, edit journey report.
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom messages reports and use action features.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- View schemas: read-only access to schemas.
- View messages presets: read-only access to messages presets.
Campaign Viewer campaign-viewer
The Campaign Viewer role allows read-only access to the Campaigns and Decision management capabilities.
Users assigned to this role will not be able to edit or publish.
This permission includes the following permissions:
- View campaigns: read-only access to campaigns.
- View campaigns report: read-only access to campaigns reports.
- View decisions: read-only access to decisions entities.
Journey Administrator journey-administrator
The Journey Administrator role allows the administration menus with the possibility to manage and publish Journeys and Decision management.
This permission includes the following permissions:
- Manage journeys: read, create, edit, and delete journeys.
- Manage journeys events, data sources and actions: read, create, edit, and delete events, sources or actions.
- Publish journeys: publish journeys.
- View journeys report: read and edit journeys report.
- Manage alerts: enable/disable alerts for journeys and entitlements.
- Manage IP pools: read, create, edit, and delete ip pool.
- Manage Landing page settings: create, edit and delete Landing page subdomains and Landing page presets.
- Manage messages general settings: read, create, edit, and delete message general settings.
- Manage messages presets: read, create, edit, and delete content branding.
- Manage PTR records: read and edit PTR records.
- Manage SMS settings: create, edit and delete API credentials and SMS channel configurations required to enable SMS channel.
- Manage subdomains delegation: read, create, edit, and delete subdomain delegation.
- Manage suppression rules: access read, create, edit and delete suppression rules.
- View PTR records: read-only access to PTR records.
- View suppression list: read and export local suppression list.
- Manage decisions: read, create, edit, and delete decisions.
- Manage ranking strategies: read, create, edit, and delete ranking strategies.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- Read Identity namespace: read-only access to identity namespace.
- View schemas: read-only access to schemas.
- Sandbox: grant access to sandboxes.
- Manage Library Items: add and delete saved expressions in the Journey Optimizer Library.
- Manage data usage policies: read, create, edit, and delete data usage policies.
- Manage usage label: read, create, and delete usage labels.
- View data usage policies: read-only access to data usage policies.
- View user activity log: read and export audit logs.
Journey Approver journey-approver
The Journey Approver role allows users to approve deliveries and publish them. They can later check the success of their deliveries with the Journey reports.
This permission includes the following permissions:
- Manage journeys: read, create, edit, and delete journeys.
- Publish journey: publish journeys.
- View journeys events, data sources and actions: read-only access to journey events, journey custom actions and journey data sources sources.
- View journeys report: read, edit journey reports.
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom reports and use action features.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- View schemas: read-only access to schemas.
- View channel configurations: read-only access to channel configurations.
Journey Manager journey-manager
The Journey Manager role allows users to create and edit Journeys and every capability linked to Journeys but will not be able to publish them.
This permission includes the following permissions:
- Manage journeys: read, create, edit, and delete journeys.
- View journeys events: read-only access to journey events, journey custom actions and journey data sources sources.
- View journeys report: read, edit journey report.
- Manage decisions: read, create, edit, and delete decisioning entities.
- Manage ranking strategies: read, create, edit, and delete custom reports and use action features.
- Manage merge policies: read, create, edit, and delete merge policies.
- Manage profiles: read, create, edit, and delete profiles.
- Manage segments: read, create, edit, and delete segment definitions.
- View datasets: read-only access to datasets.
- View schemas: read-only access to schemas.
- View channel configurations: read-only access to channel configurations.
Journey Viewer journey-viewer
The Journey viewer role allows read-only access to the Journeys and Decision management capabilities.
Users assigned to this role will not be able to edit or publish.
This permission includes the following permissions:
- View journeys: read-only access to journeys.
- View journeys event, data sources, actions: read-only access to journeys events and data sources.
- View journeys report: read-only access to journeys reports.
- View decisions: read-only access to decisions entities.