AI Search permissions

Note: For permissions needed to configure the AI engine, see “Settings permissions”.

This article describes the permissions needed to use the AI Search 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:

Permissions example
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 AI search module

This allows you to see the indexes and suggestion indexes.

  • Search engine: read
  • Settings > AI engine configuration: read
  • Assets > Catalogs: read
  • For A/B tests: Communications > Test optimizer: read

edit indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

  • Search engine: edit
  • Settings > AI engine configuration: edit
  • For A/B tests: Communications > Test optimizer: edit
  • For query rules: Analytics > Segmentations: read

create indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

  • Search engine: create
  • Settings > AI engine configuration: create
  • For A/B tests: Communications > Test optimizer: create
  • For query rules: Analytics > Segmentations: read

preview search/suggestion results

Profiles > Client list: read - to select a preview context profile

delete indexes, suggestion indexes, and A/B tests

This includes managing synonyms and query rules.

  • Search engine: delete
  • Settings > AI engine configuration: delete
  • For A/B tests: Communications > Test optimizer: delete
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