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

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

When defining audience conditions, if you have create access to any campaign type, 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 audiences and configure conditions without requiring separate attribute management access.

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 Experience Hub

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