This article describes the permissions needed to use the Decision 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...

access the Decision Hub

You need any read permission from the Analytics category.

work with dashboards

Analytics (all):

read - to see dashboards
create - to create dashboards
edit - to update dashboards
delete - to delete dashboards

view analyses

Analytics > analysis type: read

edit analyses

Analytics > analysis type: edit

create analyses

Analytics > analysis type: create

When creating analyses, you can view the list of profile attribute names (without values) through the attribute selector. This does not require Assets > Attributes: read permission. This behavior is intentional: it allows you to build analyses and configure conditions without requiring separate attribute management access.

duplicate analyses

Analytics > analysis type: create

delete analyses

Analytics > analysis type: delete

preview results

Analytics > analysis type: read
To select a profile context for preview:
- Profiles: read - to search or select from the list of all profiles
- Analytics > Segmentations: read - to select a profile from a segmentation

clone an analysis to another workspace

In the source and target workspace, you need:

Cloning: create
create and edit permissions for the cloned analysis type and all nested objects that will also be cloned in the process.

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

Analytics > Segmentations: read, execute, create, edit
Assets > Membership attribute sync: read, execute, create, edit