Marketing Application Roles

The roles that are available for the Marketing applicationare as follows:

• Reader: grants permissions to see the campaign's summary and segments.
• Campaign Coordinator: grants permissions to create campaigns, modify unpublished campaigns and submit campaigns for approval. These users can also view the marketing segments.
• Campaign Manager: In addition to having campaign coordinator permissions, this role grants the permissions to who can modify, publish, pause, restart, cancel, edit, and reject campaigns, and create, edit, and delete marketing segments.
• Marketing Administrator: grants the permissions to access to the Marketing Administration application (Marketing > Administration) in the Orchestration Console. The Marketing Administrator can set marketing lookups and configurations, and grants others permissions to access and modify the Marketing application.

The following table describes the different actions that can be performed by each of the above roles.

 
 

Marketing application Roles Matrix

Actions

Reader

Campaign Coordinator

Campaign
Manager

Administrator

View a campaign

X

X

X

X

Copy a campaign

 

X

X

X

Cancel a campaign (draft, pending approval or rejected)

 

X

X

X

Cancel a campaign (paused or published)

 

  

X

X

Edit a campaign (not published)

 

X

X

X

Edit a published campaign

 

  

X

X

Submit a campaign for approval

 

X

X

X

Pause a campaign

 

  

X

X

Restart a paused campaign

 

  

X

X

Publish a campaign

 

  

X

X

Reject a campaign (submitted, pending approval)

 

  

X

X

View a marketing segment

X

X

X

X

Add a marketing segment

 

  

X

X

Edit a marketing segment

 

  

X

X

Delete a marketing segment

 

  

X

X

Access and modify the
Marketing Administration application

 

 

 

X

Set marketing lookups

 

 

 

X

Set configurations

 

 

 

X