This is a list of all the user permissions available in Ometria:
See also: Create and edit a new user account
User details
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Field |
Description |
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Display name |
Enter the user’s name as you’d prefer it to display in Ometria. |
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Enter the user’s email address. |
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Phone number |
Enter the user's phone number - this is a requirement for accounts using multi-factor authentication. |
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Role |
Select from:
Note: To change an Administrator role to a User role, follow these steps.
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Permissions (select as needed)
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Permission |
Description |
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Administer account (and all other permissions) |
The user has administrator access and can edit all permissions and settings in Ometria.
Note: If this permission is checked, the user will have the Administrator role regardless of their other permissions. You should uncheck this box for general users.
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Can export data |
The user can see the Export button in the Ometria reports and Segment explorer, and can download this data as a CSV or .XLS file. |
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Modify automation campaigns |
The user has permission to make changes to automation campaigns. |
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View marketing statistics |
The user has access to all of the dashboards in Ometria including Overview, the Realtime dashboard and Campaign Performance. This includes access to static coupon pools, the asset manager and the email interaction cohort report. |
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View saved segments |
The user has access to saved segments. |
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View cohort report |
The user has access to the cohort report. |
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View orders report |
The user has access to the orders report. |
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Anonymise contact |
The user can anonymise contacts in Ometria, i.e. remove all personally identifiable information (PII data) from Ometria. |
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Can create and modify custom fields |
The user can create and edit custom fields. |
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Archive coupon pools |
The user can archive coupon pools. |
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Access settings (excluding user access and API keys) |
The user has access to everything in the Settings screen except for:
This setting also allows users to create multi-language campaigns. |
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View email campaigns (automation and broadcast) |
The user can see email campaigns.
Note: If you disable this setting for a user because you want to protect PII data, make sure to also disable View customer details.
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Can publish automation campaigns |
The user can publish automation campaigns. |
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View customer details |
The user has access to the segment explorer including the Contacts tab and single customer view. |
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Modify saved segments |
The user can make changes to saved segments. |
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View products report |
The user has access to the products report. |
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Schedule broadcast campaigns |
The user can schedule broadcast campaigns. |
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Can create and modify data exports |
The user can create and make changes to a Self-serve data export. |
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Delete contacts |
The user can delete contacts from Ometria. |
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Manage webhook connections |
The user can set up and edit webhooks in Ometria. You'll also need to check the permission: Access settings (excluding user access and API keys). |
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View email interaction cohort report |
The user has access to the email interaction cohort report.
Note: This permission was released in August 2024. Any users in Ometria before that date will have this permission checked only if they already had access to the products, cohort or orders report.
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