AI Hub permissions

This article describes the permissions needed to use the AI Hub.

To set the permissions, you need to create a user role or edit an existing one and open the Permissions matrix. In the matrix, the permissions are collected into groups. Some of these groups can be expanded to set more granular permissions.

How to read this list

In this article, each heading describes an action. The permissions for that action are described in the form of breadcrumbs.

For example, if the required permissions are:

• Profiles > Client list: read
• Search engine: create, edit

The permission matrix needs to look like this:

The read permission is not explicitly listed when any higher permission is required - the portal enables it automatically.

I want to…

work with AI Recommendations

see Recommendations and statistics

• Communications > Recommendations: read
• Assets > Catalogs: read

preview a Recommendation

Profiles: read - required to select a context profile for the preview

see Recommendation details, create and edit a recommendation

• Communications > Recommendations: create, edit
• Settings > AI engine configuration: read
• Analytics > Aggregates, Expressions: read
• Search engine: read

This also enables saving and activating a Recommendation.

duplicate a Recommendation

Communications > Recommendations: create, edit

delete a Recommendation

Communications > Recommendations: delete

work with Recommendation A/B/X tests

• Recommendation permissions as described above
• Communications > Test optimizer:
  • read - to see the tests
  • create, edit - to create and edit tests
  • execute - to run tests

work with promotions

see promotions

• Communications > Promotions: read
• Analytics > Segmentations, Expressions, Aggregates: read

create, update and duplicate promotions

• Communications > Promotions: create, edit
• Assets > Tags: read
• Assets > Catalogs: read

publish and hide promotions

Communications > Promotions: create, edit

delete promotions

Communications > Promotions: delete

import promotions

See “Import data” in “Data Management permissions”.

work with personalized promotions

see personalized promotions

Communications > Personalized promotions: read

create, edit, and duplicate personalized promotions

• Communications > Personalized promotions: create, edit
• Assets > Catalogs: read

publish and unpublish personalized promotions

Communications > Personalized promotions: create, edit

delete personalized promotions

Communications > Personalized promotions: delete

access AI search

This allows you to see the indexes and suggestion indexes.

• Search engine: read
• Settings > AI engine configuration: read
• Assets > Catalogs: read
• For A/B tests: Communications > Test optimizer: read

edit indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

• Search engine: edit
• Settings > AI engine configuration: edit
• For A/B tests: Communications > Test optimizer: edit
• For query rules: Analytics > Segmentations: read

create indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

• Search engine: create
• Settings > AI engine configuration: create
• For A/B tests: Communications > Test optimizer: create
• For query rules: Analytics > Segmentations: read

preview search/suggestion results

Profiles > Client list: read - to select a preview context profile

delete indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

• Search engine: delete
• Settings > AI engine configuration: delete
• For A/B tests: Communications > Test optimizer: delete

access Predictions

This allows you to see the predictions:

• Predictions: read
• Settings > Predictions: read
• Settings > AI engine configuration: read
• Search engine: read
• Assets > Catalogs: read

create and edit predictions

• Predictions: create, edit
• Analytics > Expressions: read

calculate, deactivate, and duplicate predictions

Predictions: create, edit

clone a prediction to another workspace

In the source and target workspace, you need:

• Cloning: create
• all permissions for the cloned prediction and all nested objects that will also be cloned in the process.

To learn more about cloning, see Cloning objects to other workspaces.