This article describes the [permissions](/docs/settings/identity-access-management/permissions) needed to use the [AI Hub](/docs/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:
Permission matrix in Synerise Settings showing Profiles with read access on Client list and Search engine with create and edit permissions
Permission example, see description above figure.
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
For permissions needed to configure the AI engine, see ["Settings permissions"](/docs/settings/identity-access-management/permissions/settings-permissions#configure-ai-engine).
#### see Recommendations and statistics - **Communications** > **Recommendations**: `read` - **Assets** > **Catalogs**: `read` #### preview a Recommendation - **Profiles**: `read` - to search or select a profile from the list of all profiles - **Analytics** > **Segmentations**: `read` - to select a profile from a segmentation #### 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"](/docs/settings/identity-access-management/permissions/data-management-permissions#import-data). ### 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.
For permissions needed to configure the AI engine, see ["Settings permissions"](/docs/settings/identity-access-management/permissions/settings-permissions#configure-ai-engine).
- **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.
Indexes may have individual access level configurations. To check your access level, hover over the padlock icon in the index's entry in the index list.
Example: checking your access level on a search index
Example: checking your access level on a search index
To change the access level of an index, see [Change index access settings](/docs/ai-hub/ai-search/change-index-access-settings). - **Search engine**: `edit` - **Settings** > **AI engine configuration**: `edit` - For A/B tests: **Communications** > **Test optimizer**: `edit` To run an A/B test, you need **Communications** > **Test optimizer**: `execute` - 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` To run an A/B test, you need **Communications** > **Test optimizer**: `execute` - 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.
Indexes may have individual access level configurations. To check your access level, hover over the padlock icon in the index's entry in the index list.
Example: checking your access level on a search index
Example: checking your access level on a search index
To change the access level of an index, see [Change index access settings](/docs/ai-hub/ai-search/change-index-access-settings). - **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](/docs/settings/workspace/cloning-objects).