Profiles permissions

This article describes the permissions needed to use the Profiles 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…

access the Profiles module

• Profiles > Client management: read
• Profiles > Client list: read

filter the list with an analysis

Profiles > Client list: create

view a profile card

Profiles > Client details > Client info: read

see more details of a profile

• Profiles > Client details > data type: read
  • The settings here allow access to various elements of the profile card.
  • Analytics preview - required to see results of analyses with the Show on profile card setting. Analytics permissions are not required.
  • Client activities - allows filtering the activity list.
  • Client tasks - deprecated

see screen views whose audience includes this profile

Assets > Documents: read

edit profile details

• Profiles > Client management: edit
• Profiles > Client details > data type: create, edit

Some personal details (for example, birthday) are always read-only in this view, regardless of the permissions.

see and edit a profile’s tags

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

add events to a profile

Profiles > Clients details > Client activities: create

see the Statistics tab on the profile card

• Profiles > Client details > Client stats: read
• Analytics (all): read

see and add notes in a profile

Profiles > Client details > Client notes: create, edit

send messages to a profile

• Settings > Integrations: read
• Profiles > Client details > Client messages: execute, create, edit

create a profile

• Profiles > Client management: create
• Profiles > Client details (all): create

delete a profile

• Profiles > Client management: delete
• Profiles > Client details (all): delete

import profiles

• Profiles > Client management: create
• Profiles > Client details > Client info: create
• For local file imports: Simple imports: create, execute
• For imports with automation: See Automation permissions

import events and transactions

• Profiles > Clients details > Client activities: create
• For local file imports: Simple imports: create, execute
• For imports with automation: See Automation permissions

export profiles

• Profiles > Client details (all): read
• Settings > Export:
  • read - to see the list of exports and download data
  • create - to create an export