Standard Roles Matrix
Los roles estándar son plantillas de acceso predefinidas de Loyal Guru. Usa esta matriz para elegir el rol más cercano a cada operador y asignarlo directamente, o clonarlo a un rol personalizado si necesitas una variación.
Esta página es una referencia de producto. Loyal Guru puede actualizar los permisos de los roles estándar con el tiempo: confirma el checklist en vivo en Configuration → Users → Roles cuando necesites una decisión exacta de permiso.
Para crear roles personalizados, clonar roles estándar y gestionar grupos de roles, consulta Users & Roles.
Los nombres de permiso de las tablas se mantienen en inglés, alineados con las etiquetas habituales de Owner.
Visión general de roles estándar
- Owner (rol estándar): Autoridad de negocio completa de la compañía. Acceso completo (✅) a todos los módulos. Es el único rol estándar con supervisión total de la plataforma.
- User Admin: Control de acceso centrado en Configuration (Users, Roles, Privacy). Sin acceso (❌) a módulos de marketing ni Loyalty Insights — separa administración y estrategia.
- Marketing Specialist: Operador de campañas del día a día. Acceso completo (✅) a Promotional, Gamified y Campaign Personalization. Acceso parcial (🔷) a Configuration para ajustes de marketing.
- Marketing Viewer: Rol estratégico de solo lectura. Puede ver módulos de campañas (Promotional, Gamified, Personalization) pero no editar.
- Content Creator: Producción de canales y contenido. Acceso completo (✅) a canales de Campaign Personalization (emails, landings y contenido relacionado). Sin acceso (❌) a la lógica de promociones ni Loyalty Insights.
- Tech Integration: Arquitecto técnico. Acceso completo (✅) a Configuration (APIs, syncs, webhooks) y Company Data. Sin acceso (❌) a marketing o insights.
- Analytics: Especialista de datos. Acceso completo (✅) a Loyalty Insights.
- Support Lead: Soporte avanzado. Acceso completo (✅) a Customers con acciones de perfil; solo lectura (🔵) en catálogos de tienda y producto; sin acceso (❌) a campañas.
- Support Agent: Soporte de primera línea. Acceso de visualización (🔵) a Customers y catálogos; sin acceso (❌) a campañas.
Visión general por módulo
| Símbolo | Significado |
|---|---|
| ✅ | Acceso completo — gestionar el módulo (ver, crear, editar, eliminar según aplique) |
| 🔵 | Solo lectura |
| 🔷 | Parcial — acceso limitado a herramientas o subsecciones concretas |
| ❌ | Sin acceso — el módulo queda oculto para este rol |
| Module | Owner (role) | User Admin | Tech Integration | Marketing Specialist | Marketing Viewer | Content Creator | Analytics | Support Lead | Support Agent |
|---|---|---|---|---|---|---|---|---|---|
| Loyalty Insights | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| Loyalty and Promotional engine | ✅ | ❌ | ❌ | ✅ | 🔷 | ❌ | ❌ | ❌ | ❌ |
| Gamified Campaigns | ✅ | ❌ | ❌ | ✅ | 🔷 | ❌ | ❌ | ❌ | ❌ |
| Campaign Personalization | ✅ | ❌ | ❌ | ✅ | 🔷 | 🔷 | ❌ | ❌ | ❌ |
| Promo Calculation | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Customers | ✅ | ❌ | 🔷 | 🔷 | 🔷 | ❌ | ❌ | 🔷 | 🔷 |
| Company Data | ✅ | ❌ | ✅ | ✅ | 🔷 | ❌ | ❌ | 🔷 | 🔷 |
| Configuration | ✅ | 🔷 | 🔷 | 🔷 | 🔷 | ❌ | ❌ | ❌ | ❌ |
Las secciones siguientes desglosan cada área por permiso. Las columnas solo listan los roles estándar que suelen tener acceso en esa área.
Loyalty Insights
| Section | Owner (role) | Analytics |
|---|---|---|
| Loyalty Insights | ✅ | ✅ |
| - View Dashboards | ✅ | ✅ |
| - View Filters | ✅ | ✅ |
| - Save Filters | ✅ | ✅ |
| - Delete Filters | ✅ | ✅ |
Loyalty and Promotional engine
Leyenda de las tablas siguientes: ✅ acceso completo · 🔵 solo lectura · ❌ sin acceso.
| Section | Owner (role) | Marketing Specialist | Marketing Viewer |
|---|---|---|---|
| Discounts or Coupons | ✅ | ✅ | 🔵 |
| Points & Wallet | ✅ | ✅ | 🔵 |
| Rewards | ✅ | ✅ | 🔵 |
| Partners | ✅ | ✅ | 🔵 |
| Section | Owner | Marketing Specialist | Marketing Viewer |
|---|---|---|---|
| Discounts or Coupons | ✅ | ✅ | 🔵 |
| - View Discount Campaigns/ View Coupons | ✅ | ✅ | ✅ |
| - Create Discount Campaigns/ Create Coupons | ✅ | ✅ | ❌ |
| - Clone Discount Campaigns | ✅ | ✅ | ❌ |
| - Edit Discount Campaigns/ Edit Coupons | ✅ | ✅ | ❌ |
| - Delete Discount Campaigns/Delete Coupons | ✅ | ✅ | ❌ |
| - View Vouchers | ✅ | ✅ | ✅ |
| - Cancel Vouchers | ✅ | ✅ | ❌ |
| - View Historical Reuse | ✅ | ✅ | ✅ |
| - View Campaign Category | ✅ | ✅ | ✅ |
| - Create Campaign Category | ✅ | ✅ | ❌ |
| - Edit Campaign Category | ✅ | ✅ | ❌ |
| - Delete Campaign Category | ✅ | ✅ | ❌ |
| - View Campaign Histories | ✅ | ✅ | ✅ |
| Points & Wallet | ✅ | ✅ | 🔵 |
| - View Points Campaigns | ✅ | ✅ | ✅ |
| - Create Points Campaigns | ✅ | ✅ | ❌ |
| - Clone Points Campaigns | ✅ | ✅ | ❌ |
| - Edit Points Campaigns | ✅ | ✅ | ❌ |
| - Give Massive points | ✅ | ✅ | ❌ |
| - View Vouchers | ✅ | ✅ | ✅ |
| - Cancel Vouchers | ✅ | ✅ | ❌ |
| - View bulk task history | ✅ | ✅ | ✅ |
| - View Campaign Category | ✅ | ✅ | ✅ |
| - Create Campaign Category | ✅ | ✅ | ❌ |
| - Edit Campaign Category | ✅ | ✅ | ❌ |
| - Delete Campaign Category | ✅ | ✅ | ❌ |
| - View Campaign Histories | ✅ | ✅ | ✅ |
| Rewards | ✅ | ✅ | 🔵 |
| - View Rewards | ✅ | ✅ | ✅ |
| - Create Rewards | ✅ | ✅ | ❌ |
| - Edit Rewards | ✅ | ✅ | ❌ |
| - Delete Rewards | ✅ | ✅ | ❌ |
| - View Reward Category | ✅ | ✅ | ✅ |
| - Create Reward Category | ✅ | ✅ | ❌ |
| - Edit Reward Category | ✅ | ✅ | ❌ |
| - Delete Reward Category | ✅ | ✅ | ❌ |
| - View Reward Taxonomy | ✅ | ✅ | ✅ |
| - Create Reward Taxonomy | ✅ | ✅ | ❌ |
| - Edit Reward Taxonomy | ✅ | ✅ | ❌ |
| - Delete Reward Taxonomy | ✅ | ✅ | ❌ |
| - View Redemptions | ✅ | ✅ | ✅ |
| Partners | ✅ | ✅ | 🔵 |
| - View Partners | ✅ | ✅ | ✅ |
| - Create Partners | ✅ | ✅ | ❌ |
| - Edit Partners | ✅ | ✅ | ❌ |
| - Delete Partners | ✅ | ✅ | ❌ |
Gamified Campaigns
| Section | Owner | Marketing Specialist | Marketing Viewer |
|---|---|---|---|
| Challenges | ✅ | ✅ | 🔵 |
| Games | ✅ | ✅ | 🔵 |
| Instant Win | ✅ | ✅ | 🔵 |
| Section | Owner | Marketing Specialist | Marketing Viewer |
|---|---|---|---|
| Challenges | ✅ | ✅ | 🔵 |
| - View Challenges | ✅ | ✅ | ✅ |
| - Create Challenges | ✅ | ✅ | ❌ |
| - Edit Challenges | ✅ | ✅ | ❌ |
| - Delete Challenges | ✅ | ✅ | ❌ |
| Games | ✅ | ✅ | 🔵 |
| - View Games | ✅ | ✅ | ✅ |
| - Create Games | ✅ | ✅ | ❌ |
| - Edit Games | ✅ | ✅ | ❌ |
| - Delete Games | ✅ | ✅ | ❌ |
| Instant Win | ✅ | ✅ | 🔵 |
| - View Instant Coupon Win | ✅ | ✅ | ✅ |
| - Create Instant Coupon Win | ✅ | ✅ | ❌ |
Campaign Personalization
| Section | Owner | Marketing Specialist | Marketing Viewer | Content Creator |
|---|---|---|---|---|
| Targeted Delivery | ✅ | ✅ | 🔵 | ❌ |
| Intelligent Delivery | ✅ | ✅ | 🔵 | ❌ |
| Audiences | ✅ | ✅ | 🔵 | ❌ |
| Channels | ✅ | ✅ | 🔵 | ✅ |
| Blueprints Campaigns | ✅ | ✅ | 🔵 | ✅ |
| Section | Owner | Marketing Specialist | Marketing Viewer | Content Creator |
|---|---|---|---|---|
| Targeted Delivery | ✅ | ✅ | 🔵 | ❌ |
| - View Targeted Delivery | ✅ | ✅ | ✅ | ❌ |
| - Create Targeted Delivery | ✅ | ✅ | ❌ | ❌ |
| - Edit Targeted Delivery | ✅ | ✅ | ❌ | ❌ |
| - Delete Targeted Delivery | ✅ | ✅ | ❌ | ❌ |
| - Clone Targeted Delivery | ✅ | ✅ | ❌ | ❌ |
| - Cancel Campaign | ✅ | ✅ | ❌ | ❌ |
| - Reprint vouchers | ✅ | ✅ | ❌ | ❌ |
| - View statistics | ✅ | ✅ | ✅ | ❌ |
| - View Campaign Category | ✅ | ✅ | ✅ | ❌ |
| - Create Campaign Category | ✅ | ✅ | ❌ | ❌ |
| - Edit Campaign Category | ✅ | ✅ | ❌ | ❌ |
| - Delete Campaign Category | ✅ | ✅ | ❌ | ❌ |
| Intelligent Delivery | ✅ | ✅ | 🔵 | ❌ |
| - View Intelligent Delivery | ✅ | ✅ | ✅ | ❌ |
| - Create Intelligent Delivery | ✅ | ✅ | ❌ | ❌ |
| - Edit Intelligent Delivery | ✅ | ✅ | ❌ | ❌ |
| - Delete Intelligent Delivery | ✅ | ✅ | ❌ | ❌ |
| - Clone Intelligent Delivery | ✅ | ✅ | ❌ | ❌ |
| - Execute Forecast | ✅ | ✅ | ❌ | ❌ |
| - Execute ROI | ✅ | ✅ | ❌ | ❌ |
| - View plan adjustment | ✅ | ✅ | ✅ | ❌ |
| Audiences | ✅ | ✅ | 🔵 | ❌ |
| - View Audiences | ✅ | ✅ | ✅ | ❌ |
| - Create Audiences | ✅ | ✅ | ❌ | ❌ |
| - Edit Audiences | ✅ | ✅ | ❌ | ❌ |
| - Delete Audiences | ✅ | ✅ | ❌ | ❌ |
| - Clone Audiences | ✅ | ✅ | ❌ | ❌ |
| - Archive Audiences | ✅ | ✅ | ❌ | ❌ |
| - Unarchive Audiences | ✅ | ✅ | ❌ | ❌ |
| - Export CSV Audiences | ✅ | ✅ | ✅ | ❌ |
| - Tag Audiences | ✅ | ✅ | ❌ | ❌ |
| - Reset Tags | ✅ | ✅ | ❌ | ❌ |
| - View Audiences Category | ✅ | ✅ | ✅ | ❌ |
| - Create Audiences Category | ✅ | ✅ | ❌ | ❌ |
| - Edit Audiences Category | ✅ | ✅ | ❌ | ❌ |
| Channels | ✅ | ✅ | 🔵 | ✅ |
| - View Email Template | ✅ | ✅ | ✅ | ✅ |
| - Create Email Template | ✅ | ✅ | ❌ | ✅ |
| - Edit Email Template | ✅ | ✅ | ❌ | ✅ |
| - Delete Email Template | ✅ | ✅ | ❌ | ✅ |
| - Clone Email Template | ✅ | ✅ | ❌ | ✅ |
| - View SMS Template | ✅ | ✅ | ✅ | ✅ |
| - Create SMS Template | ✅ | ✅ | ❌ | ✅ |
| - Edit SMS Template | ✅ | ✅ | ❌ | ✅ |
| - View Landing page | ✅ | ✅ | ✅ | ✅ |
| - Create Landing page | ✅ | ✅ | ❌ | ✅ |
| - Edit Landing page | ✅ | ✅ | ❌ | ✅ |
| - Clone Landing page | ✅ | ✅ | ❌ | ✅ |
| - View Push Template | ✅ | ✅ | ✅ | ✅ |
| - Create Push Template | ✅ | ✅ | ❌ | ✅ |
| - Edit Push Template | ✅ | ✅ | ❌ | ✅ |
| - View Content | ✅ | ✅ | ✅ | ✅ |
| - Create Content | ✅ | ✅ | ❌ | ✅ |
| - Edit Content | ✅ | ✅ | ❌ | ✅ |
| - Delete Content | ✅ | ✅ | ❌ | ✅ |
| - View Content Category | ✅ | ✅ | ✅ | ✅ |
| - Create Content Category | ✅ | ✅ | ❌ | ✅ |
| - Edit Content Category | ✅ | ✅ | ❌ | ✅ |
| - View Content Taxonomy | ✅ | ✅ | ✅ | ✅ |
| - Create Content Taxonomy | ✅ | ✅ | ❌ | ✅ |
| - Edit Content Taxonomy | ✅ | ✅ | ❌ | ✅ |
| - View Ticket Message | ✅ | ✅ | ✅ | ✅ |
| - Create Ticket Message | ✅ | ✅ | ❌ | ✅ |
| - Edit Ticket Message | ✅ | ✅ | ❌ | ✅ |
| - View Assigned Ticket Message | ✅ | ✅ | ✅ | ✅ |
| - View Ticket Message Category | ✅ | ✅ | ✅ | ✅ |
| - Create Ticket Message Category | ✅ | ✅ | ❌ | ✅ |
| - Edit Ticket Message Category | ✅ | ✅ | ❌ | ✅ |
| Blueprints Campaigns | ✅ | ✅ | 🔵 | ✅ |
| - View Blueprint Campaign | ✅ | ✅ | ✅ | ✅ |
| - Create Blueprint Campaign | ✅ | ✅ | ❌ | ✅ |
| - Edit Blueprint Campaign | ✅ | ✅ | ❌ | ✅ |
| - Delete Blueprint Campaign | ✅ | ✅ | ❌ | ✅ |
Customers
| Section | Owner | Tech Integration | Marketing Specialist | Marketing Viewer | Support Lead | Support Agent |
|---|---|---|---|---|---|---|
| Customers | ✅ | 🔵 | ❌ | ❌ | ✅ | 🔵 |
| Events/Carts | ✅ | 🔵 | ❌ | ❌ | ✅ | 🔵 |
| Events/Triggers | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Events/Custom Events | ✅ | ✅ | ❌ | ❌ | 🔵 | 🔵 |
| Calculated Attributes | ✅ | ✅ | ❌ | ❌ | 🔵 | 🔵 |
| Tiers | ✅ | ❌ | ✅ | 🔵 | 🔵 | 🔵 |
| Webhooks & Connectors | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Section | Owner | Tech Integration | Marketing Specialist | Marketing Viewer | Support Lead | Support Agent |
|---|---|---|---|---|---|---|
| Customers | ✅ | 🔵 | ❌ | ❌ | ✅ | 🔵 |
| - View Customers | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Customers | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Edit Customers | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Delete Customers | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Points Grant | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Points Transfer | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Subtract Points | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Redeem Rewards | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Customer Merge | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - New Card | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Block User | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - Mark Fraudulent | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - View Customer Points | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Discounts | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Rewards | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Voucher | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Give manual coupon | ✅ | ❌ | ❌ | ❌ | ✅ | ❌ |
| - View Customer Targeted Deliveries | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Associates | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Attributes | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Custom Events | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Carts | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Privacy Policy | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Tagged in audiences | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Tag evolution | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - View Customer Active Challenges | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| Events/Carts | ✅ | 🔵 | ❌ | ❌ | ✅ | 🔵 |
| - View Carts | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| Events/Triggers | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Triggers | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Create Triggers | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Triggers | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Events/Custom Events | ✅ | ✅ | ❌ | ❌ | 🔵 | 🔵 |
| - View Custom Events | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Custom Events | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Custom Events | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Delete Custom Events | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Calculated Attributes | ✅ | ✅ | ❌ | ❌ | 🔵 | 🔵 |
| - View Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Delete Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Execute Calculated Attributes | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Tiers | ✅ | ❌ | ✅ | 🔵 | 🔵 | 🔵 |
| - View Tiers | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
| - Create Tiers | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
| - Edit Tiers | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
| - Delete Tiers | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
| Webhooks & Connectors | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Connectors & Actions | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Create Connectors & Actions | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Connectors & Actions | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Delete Connectors & Actions | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Company Data
| Section | Owner | Tech Integration | Marketing Specialist | Marketing Viewer | Support Lead | Support Agent |
|---|---|---|---|---|---|---|
| Product Catalog | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| Store Catalog | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| Promotions | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| Section | Owner | Tech Integration | Marketing Specialist | Marketing Viewer | Support Lead | Support Agent |
|---|---|---|---|---|---|---|
| Product Catalog | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| - View Products | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Products | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Products | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Product Category | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Product Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Product Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Internal Product Category | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Internal Product Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Internal Product Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Product Taxonomy | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Product Taxonomy | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Product Taxonomy | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| Store Catalog | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| - View Store | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Store | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Store | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Store Category | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Store Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Store Category | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Store Taxonomy | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Store Taxonomy | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Store Taxonomy | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| Promotions | ✅ | ✅ | ✅ | 🔵 | 🔵 | 🔵 |
| - View Promotion | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Promotion | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Promotion | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Promotion Type | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| - Create Promotion Type | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Promotion Type | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
Configuration
| Section | Owner | User Admin | Tech Integration | Marketing Specialist | Marketing Viewer |
|---|---|---|---|---|---|
| Data Collection | ✅ | ❌ | ✅ | ❌ | ❌ |
| Promotions | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Points & Wallet | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Discounts | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Coupons | ✅ | ❌ | ❌ | ✅ | 🔵 |
| Campaign Personalization | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - General | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Alert on plans | ✅ | ❌ | ❌ | ✅ | 🔵 |
| Channels | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - General | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Low credit alerts | ✅ | ❌ | ❌ | ✅ | 🔵 |
| Scheduler | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Scheduled Tasks | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Exports | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - Tagging | ✅ | ❌ | ❌ | ✅ | 🔵 |
| Consent & Privacy | ✅ | ❌ | ❌ | ❌ | ❌ |
| - General | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Data protection | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - Data retention policy | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Data subject requests | ✅ | ❌ | ❌ | ❌ | ❌ |
| Users & Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| Company | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Details | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Language | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Custom Attributes | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Barcodes | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - App | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - Cart Channels | ✅ | ❌ | ✅ | ❌ | ❌ |
| - SAML2 SSO configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Versions | ✅ | ❌ | ❌ | ❌ | ❌ |
| - User Security | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - Reserved Ids | ✅ | ❌ | ✅ | ❌ | ❌ |
| Payments | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Invoices | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Credit transactions | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - Credits | 🔵 | ❌ | ❌ | ❌ | ❌ |
| - Payment Methods | ✅ | ❌ | ✅ | ❌ | ❌ |
| Section | Owner | User Admin | Tech Integration | Marketing Specialist | Marketing Viewer |
|---|---|---|---|---|---|
| Data Collection | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View API keys | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View Sync List | ✅ | ❌ | ✅ | ❌ | ❌ |
| Promotions | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View feature exclusions | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Add feature exclusions | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Product exclusions | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Add Product exclusions | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Wallet/Point accumulation limits | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Wallet/Point accumulation limits | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Cashback | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Cashback | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Cashback | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Cashback Levels | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Cashback Levels | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Cashback Levels | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Delete Cashback Levels | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Cashback Configuration | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Cashback Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Cashback Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Delete Cashback Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Set Default Currency | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Currency Conversions | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Currency Conversions | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Currency Conversions | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Set Coupon printing | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Set Coupon codes | ✅ | ❌ | ❌ | ✅ | ❌ |
| Campaign Personalization | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - View General Configuration | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Edit General Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Alerts on Plan Configuration | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Edit Alerts on Plan Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| Channels | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - View General Configuration | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Edit General Configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Contact Policy | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Contact Policy | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Contact Policy | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Delete Contact Policy | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Credit alert configuration | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Edit Credit alert configuration | ✅ | ❌ | ❌ | ✅ | ❌ |
| Scheduler | ✅ | ❌ | ❌ | ✅ | 🔵 |
| - View Scheduled Tasks | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Scheduled Tasks | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Edit Scheduled Tasks | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Delete Scheduled Tasks | ✅ | ❌ | ❌ | ✅ | ❌ |
| - Configure Exports | ✅ | ❌ | ❌ | ✅ | ❌ |
| - View Scheduled Tagging | ✅ | ❌ | ❌ | ✅ | ✅ |
| - Create Scheduled Tagging | ✅ | ❌ | ❌ | ✅ | ❌ |
| Consent & Privacy | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View General Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit General Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Data Protection Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Data Protection Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Data Retention Policy | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Data Retention Policy | ✅ | ❌ | ❌ | ❌ | ❌ |
| Users & Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Create Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Delete Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Unblock Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Send reset password Users | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Groups | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Create Groups | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Groups | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Delete Groups | ✅ | ✅ | ❌ | ❌ | ❌ |
| - View Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Create Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Edit Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| - Delete Roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| Company | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View Company Details | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Company Details | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Company Language | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Company Language | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Custom Attributes Configuration | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Edit Custom Attributes Configuration | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View Additional Cost | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Create Additional Cost | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Additional Cost | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Barcodes Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit Barcodes Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View App Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit App Configuration | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Cart Channels | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Create Cart Channels | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Edit Cart Channels | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Delete Cart Channels | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View Versions | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View User Security | ✅ | ❌ | ❌ | ❌ | ❌ |
| - Edit User Security | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Reserved Ids | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Load Reserved Ids | ✅ | ❌ | ✅ | ❌ | ❌ |
| Payments | ✅ | ❌ | ✅ | ❌ | ❌ |
| - View invoices | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View credit transactions | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Credits | ✅ | ❌ | ❌ | ❌ | ❌ |
| - View Payment methods | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Create Payment methods | ✅ | ❌ | ✅ | ❌ | ❌ |
| - Delete Payment methods | ✅ | ❌ | ✅ | ❌ | ❌ |