Roles and Permissions

Overview

You can assign different roles to users depending on the level of access required for them. The various roles available in Omnichannel Personalization Cloud include the following:

Role Permissions Related Algonomy products
Manage Placement and Layouts

Access to Content Rules page:

  • Create and edit the content

  • Engage

  • Recommend

  • Find

  • Discover

Advanced Merch Publisher

Access to Advanced Merchandising rules page:

  • Create, edit, and publish Advanced Merchandising rules

Recommend

Note: This access is given as default if Advanced Merchandising access is requested.

Manage MVT

Access to MVT tool:

  • Create and run MVT Tests

MVT

Note: Some MVT tests are not accessible to customers, such as, context wide and social proof MVTs.

Manage Reports

Access to Reporting:

  • View Reports

  • Discover

  • Engage

  • Find

  • MVT

  • Personalization Cloud

  • Recommend

  • Social Proof

Manage users

Access to User management page:

  • Create, edit, and delete users

RR Portal Admin

Advanced Merch Editor

Access to Advanced Merchandising rules page:

  • Create and edit Advanced Merchandising rules, but not publish

Recommend

Manage Context & Segments

Access to Context Library and Segment Library pages:

  • Create contexts and segments.

Engage

Note: Segmentation service must be enabled in Site Configurations RR to assign this role to a user. This role alone will not grant access to Segment Export. The client must also have an Engage license and Engage must be enabled to gain access to Segment Export.

Manage Merchandiser Rules

Access to Manual Rules, Recommendation Restrictions, and Recommendation Boosting pages:

  • Create and edit the associated rules

  • Recommend

  • Discover

  • Find

  • Engage

Note: This is part of the basic recommend access. Unless specifically requested to only have access to reports, every user gets this role. This role MUST be enabled for any access beyond recommend.

Manage Build

Access to Data Science Workbench (DSW)

Build

Note: The Algonomy Support Team must enable build to grant user access to this role.

Manage Promo and Connect

Access to the old Promo and Connect Pages

Note: New clients should not be granted access to this as it has been replaced by Engage.

Manage Content Rules

Access to Content Rules page

  • Create and edit the content

Engage

Manage Browse and Search

Access to Search & Browse and Find pages

  • Find

  • Discover

Note: Find and Discover must be enabled in Site Configuration.