Communication permissions

This article describes the permissions needed to use the Communication module.

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…

see, create, and edit communication templates

• Templates: create, edit
• Communications > communication type: create, edit

delete templates

Templates: delete

see and create campaign directories

Communications > communication type: create, edit

delete campaign directories

Communications > communication type: delete

see and create campaign tags

Assets > Tags: read

This includes seeing the tags assigned to a campaign.

see the communication calendar

Settings > Calendar: read

work with: Email, SMS, Web Push, Mobile Push, Dynamic Content, In-App Messages or Landing Pages

see the campaigns

• Communications > campaign type: read

see campaign statistics

Analytics (all): read

create, edit or edit a campaign

• Communications > campaign type: create, edit
• Settings > Global Control Group: read
• Templates: execute, create, edit
• Email only:
  • Settings > Integrations: read
  • To add attachments: File explorer: create
  • To see if a test recipient is an existing profile: Profiles > Client details: read
• To use an existing segmentation as the audience: Analytics > Segmentations: read
• To define a new audience: Analytics > Segmentations, Expressions, Aggregates: read
• To see suggestions in audience filter values: Profiles > Client list: read

duplicate or move a campaign

• Communications > campaign type: create, edit
• Settings > Global Control Group: read
• Templates: execute, create, edit

preview a Landing Page

Communications > Landing Page: create, edit

launch, pause, or stop a campaign

Communications > campaign type: execute

delete a campaign

Communications > campaign type: delete

clone a campaign

In the source and target workspace, you need:

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

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

work with Screen Views

see Screen Views

• Assets > Documents: read
• Communications (any): read - required to see the Communication module

create and update Screen Views

• Assets > Documents: create, edit
• To use audiences other than ALL: Analytics > Segmentations, Expressions, Aggregates: read

activate, pause, and finish Screen Views

Assets > Documents: create, edit

duplicate and move Screen Views

Assets > Documents: create, edit

delete screen views

Assets > Documents: delete

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

work with 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