Getting Started with Roles

Overview

When creating or managing User Accounts within the Loyalty platform, an administrator must assign one or more Roles to the User Account. A Role is a collection of permissions that controls what features or resources a user can access, and what actions they can perform (view, create, update, and so forth).

Permissions are assigned at the resource level. A resource refers to a Loyalty object or feature, such as an Offer, Reward, or Challenge. Within a Role, access to a particular resource can be configured individually. This access level determines what actions a user can perform on that resource. The available access levels are:

  • Read: Users have view-only access to this resource.

  • Write: Users can view resources, create new resources, and update the properties of existing resources.

  • Admin: Users have full access to this resource, including deletion.

If permissions to a resource are not granted to a Role, then the User Accounts who have been assigned to that Role will not have access to that resource.

Note: For more information on assigning Roles to a User Account, see Assign a Role to a User Account.

Default Roles

The Loyalty platform includes several pre-defined Roles designed to support common marketing use cases. These default Roles are described below.

Admin

User Accounts with the Admin Role have system-wide read, write, and execution permissions. These users are able to perform all functions without restrictions.

Customer Service Representatives (CSR)

The CSR Role is designed to be used by Customer Service Representatives and other support teams who are responsible for servicing Member accounts and responding to Member questions. User Accounts with the CSR Role have the following permissions.

Resource Read Write Admin
Members Yes No No

Author

The Author Role is designed to be used by marketers who are responsible for managing marketing-related content and campaigns. User Accounts with the Author Role have the following permissions.

Resource Read Write Admin
Challenges No Yes No
Offers No Yes No
Rewards No Yes No
Events No Yes No
Codes No Yes No
Static Files No Yes No
Placements No Yes No
Content No Yes No
Content Blocks No Yes No
Content Pages No Yes No
Content Tokens No Yes No
Template Sets No Yes No
Template Set Versions No Yes No

Analyst

The Analyst Role is designed to used by data scientists and analysts who are responsible for writing queries and lookups for your loyalty program. User Accounts with the Analyst Role have the following permissions.

Resources Read Write Admin
Dashboards Yes No No
Big Data Queries No Yes No

Access

The Roles screen is used to view, create, and manage the Roles in your Loyalty instance. To access the Roles screen, select Admin from the top navigation bar, then select Access > Roles from the side navigation menu.

For more information on the search options available on the Roles screen, please see Search for a Role.

Exports

The platform does not support the export of Roles from the Loyalty platform.

Imports

The platform does not support the import of Roles into the Loyalty platform.

  View a Role Create a Role Define Permissions for a Role