User permissions – Ometria Help Centre

This is a list of all the user permissions available in Ometria:

user

Field	Description
Display name	Enter the user’s name as you’d prefer it to display in Ometria.
Email	Enter the user’s email address.
Phone number	Enter the user's phone number - this is a requirement for accounts using multi-factor authentication.
Role	Select from: User - to customise the required permissions (see below) Administrator - to enable all permissions CRM only user - access only to the Contact list (https://app.ometria.com/app/[your account ID]/crm-list), with limited access to the contact details screen without editing permissions. Note: To change an Administrator role to a User role, follow these steps.
Permissions (select as needed)
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.
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.
Modify automation campaigns	The user has permission to make changes to automation campaigns.
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.
View saved segments	The user has access to saved segments.
View cohort report	The user has access to the cohort report.
View orders report	The user has access to the orders report.
Anonymise contact	The user can anonymise contacts in Ometria, i.e. remove all personally identifiable information (PII data) from Ometria.
Access settings (excluding user access and API keys)	The user has access to everything in the Settings screen except for: Users and permissions (this screen) API keys This setting also allows users to create multi-language campaigns.
View email campaigns (automation and broadcast)	The user can see email campaigns.
Can publish automation campaigns	The user can publish automation campaigns.
View customer details	The user has access to the segment explorer including the Contacts tab and single customer view.
Modify saved segments	The user can make changes to saved segments.
View products report	The user has access to the products report.
Schedule broadcast campaigns	The user can schedule broadcast campaigns.
Can create and modify data exports	The user can create and make changes to a Self-serve data export.

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