Data Management permissions

This article describes the permissions needed to use the Data Management 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…

work with catalogs

see catalogs and items

• Assets > Catalogs: read
• If you want to filter the view, you need:
  • Analytics > Segmentations, Aggregates, Expressions: read
  • Communications (all): read

create catalogs

Assets > Catalogs: create, edit

import data to catalogs

• From CSV: Assets > Simple imports: execute, create
  • To preview the file: Automation > Journeys: read
• With automation: Automation > Workflows: execute, create, edit

change catalog settings

This includes event enrichment and indexing.

Assets > Catalogs: create, edit

modify catalog items

Assets > Catalogs: create, edit

manage event definitions

see event definitions and their JS SDK settings

• Assets > Events: read
• Profiles > Client details > Client activities: read
• Assets > Catalogs: read

create and edit event definitions and their JS SDK settings

Assets > Events > create, edit

manage event parameters

see event parameters

• Assets > Events: read
• Assets > Attributes: read

create event parameters

• Assets > Events: create, edit
• Assets > Attributes: create, edit

manage profile attributes

Assets > Attributes:

• read - to see attributes
• create, edit - to add and modify attributes

work with asset tags

Assets > Tags:

• read - to see the list of tags and tag directories
• create, edit - to add and edit tags and tag directories
• delete - to delete tags

work with profile tags

see profile tags

• Assets > Tags: read
• Profiles > Client tags: read

create and edit profile tags

• Assets > Tags: create, edit
• Profiles > Client tags: create, edit

use the File Explorer

Assets > File Explorer:

• read - to see the list of files and file details
• create, edit - to upload files
• delete - to delete files

manage documents

see documents

Assets > Documents: read

create and edit documents

• Assets > Documents: create
• Analytics > Segmentations, Expressions, Aggregates - to choose audiences other than ALL and see the audience size

activate, pause, resume, and stop documents

Assets > Documents: create

duplicate and move documents

Assets > Documents: create

delete documents

Assets > Documents: delete

manage snippets

see snippet list and details

• Templates: read
• Assets > Documents: edit

add snippets

Templates: create, edit

delete snippets

Templates: delete

manage voucher pools

see voucher pools and vouchers

Assets > Code pool: read

create and edit voucher pools, add vouchers

Assets > Code pool: create, edit

delete voucher pools

Assets > Code pool: delete

use Schema Builder

see schemas

• Assets > Schema builder: read
• Communications (all): read

edit schemas and records

Assets > Schema builder: edit

create schemas and records

Assets > Schema builder: create

change schema privacy settings

Settings > Object permissions: create

import data

• Assets (any): read - to access the Data Management menu
• Automations (all): read
• Simple Imports: read

from local file

Simple Imports: execute, create

with Automation

• Automations (all): create, edit