User: Permissions

This table is a quick reference for User Types and their permissions.

 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Promote Create Offers X X X X - - - -
 

Approve

Offers

X - - - - - - -
 View Offers X X X X - - - -
 Delete Offers X - - - - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Target

Customer Profiles

X X X X - - - -
 

Basket Profiles

X X X X - - - -
 Lists X X X X - - - -
 Postal Codes X X X X - - - -
 

Custom Questions

X X X X - - - -
 

Mobile Geolocations

X X X X - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Email

Create Communicati ons

X X X X - - - -
 

Approve Communicati ons

X - - - - - - -
 

View Communicati ons

X X X X - - - -
 

Create Campaigns

X X X X - - - -
 

Approve Campaigns

X - - - - - - -
 

View Campaigns

X X X X - - - -
 

Trigger Events

X - - - - - - -
 Stationery X - - - - - - -
 

Test & Seed Lists

X X X X - - - -
 Settings X X X X - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

SignageSignage X X X X - - - -
 Domains X - - - - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Content

Content

Items

X X X X - - - -
 

Content Rule

Sets

X X X X - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Rewards

Reward Codes

X X X X - - - -
 Reward Items X X X X - - - -
 

Reward Catalogs

X X X X - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

ReportsCustomer X X X X - - - -
 Offer X X X X - - - -
 Email X X X X - - - -
 Specialized X X X X

X

(CSR

activity

report only)

- - -
 

Point

Expiration

X X X X - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

AdminMain Settings X - - - - - - -
 CRMS Users X - - -

X

(view/edit

CSR users

only)

- - -
 Partners X - - - - - - -
 

Announceme nt

X - - - - - - -
 Activities X - - - - - - -
 

Custom Attributes

X - - - - - - -
 

Custom Entities

X - - - - - - -
 

Generic Events

X - - - - - - -
 Points X - - - - - - -
 Reminders X - - - - - - -
 

Product

Taxonomy

X - - - - - - -
 Tiers X - - - - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Loyalty

Refer A Friend

X - - - - - - -
 

System Admin

Publisher

Store Manager

Category Manager

CSR Admin

CSR User API User

Clienteling User

Support/ CSR

Search X X X X X X X X
 

Enroll

Customers

X X X X X X X X
 Edit Info X X X X X X - -
 

Email Preferences

X X X X X X - -
 Adjust Points X X X X X X - -
 

Reset Password

X X X X X X - -
 Merge X X X X X X - -
 

Change Status

X X X X X X - -
 

Manage Cards

X X X X X X - -
 

Customer View (microsite)

X X X X X X - -