User permissions

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.

Permission

Description

Administer account (and all other permissions)

The user has administrator access and can edit all permissions and settings in Ometria.

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. 

Users must have this permission enabled to download CSV processing error files. 

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. 

Can create and modify custom fields

The user can create, edit and delete custom fields.

Archive coupon pools

The user can archive coupon pools.

Manage double optin settings

The user has access to the Define opt-in rules per country page in Channel settings.

Can delete reports

The user can delete saved reports. 

Access settings (excluding user access and API keys)

The user has access to the following tabs in the Settings screen:

• General
• Stores
• Translation languages*
• Channel settings
• Frequency capping
• Connections

This does not give access to:

• 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.

Users also need this permission set to use the following conditions in the customer filter:

• Customer tag
• Customer lifecycle stage
• Country
• Gender
• Language

If account cloning is enabled for your account, this permission means you'll receive cloning related email notifications. 

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.

Delete contacts

The user can delete contacts from Ometria. 

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).

Can email reports to Ometria users

The user can Share and email your reports to other Ometria users in your account.

View email interaction cohort report

The user has access to the email interaction cohort report.