Functional permissions
Access to RPI functionality is granted according to your assigned functional permissions, which are defined by the active user groups of which you are a member (each group potentially being linked to several functional permissions). Functional permissions are system-defined and are listed below.
If you do not possess a functional permission that provides access to a designer or other RPI interface, the relevant icon is not shown in widgets (including at the Home Page) and the quick access menu.
Functional permissions available in RPI are as follows:
Name | Description |
|---|---|
Analysis Panel - Design | Allows users to design analysis panels |
Analysis Panel - Refresh | Allows users to refresh and retrieve Analysis Panel results (e.g. Venn diagram counts) |
Asset - Design | Allows users to design assets |
Asset – HTML – Design | Allows users to design HTML assets |
Asset – Image - Design | Allows users to design image assets |
Asset - Text – Design | Allows users to design text assets |
Asset – Web Form - Design | Allows users to design web form assets |
Attribute - Aggregation | Allows users to build attributes based on aggregations |
Attribute - Banding | Allows users to build attributes by grouping values into discrete and/or value range bands |
Attribute - Database Column | Allows users to build attributes based on columns from the database |
Attribute - Exists in Table | Allows users to build attributes to represent existence of a matching record in a specified table |
Attribute - Flag | Allows users to build attributes to generate a Y/N flag |
Attribute - Function | Allows users to build attributes using a database function |
Attribute – Map Item | Allows users to build attributes based on database map columns |
Attribute – Model Project | Allows users to build attributes based on model projects |
Attribute - Parameter | Allows users to build parameter attributes for use with Queue Listeners |
Attribute - SQL Expression | Allows users to build attributes based on using SQL expressions |
Audience - Design | Allows users to design audiences |
Cell List - Design | Allows users to design cell lists |
Configuration | Allows users to configure all configurable settings, users and user groups |
Configuration – Attribute lists | Allows users to configure attribute lists |
Configuration - Audience definitions | Allows users to configure audience definitions |
Configuration - Audience snapshots | Allows users to configure audience snapshots |
Configuration – Cached attribute lists | Allows users to configure database decision cached attribute lists |
Configuration - Catalog | Allows users to configure the catalog |
Configuration - Channels | Allows users to configure channels |
Configuration – Customer views | Allows users to configure customer views |
Configuration – Data process projects | Allows users to configure data process projects |
Configuration - Database keys | Allows users to configure database keys |
Configuration - External Content Providers | Allows users to configure external content providers |
Configuration - File type approval | Allows users to configure file type approvals |
Configuration - FTP locations | Allows users to configure FTP locations |
Configuration - Joins | Allows users to configure joins |
Configuration – NoSQL Database Definitions | Allows users to configure NoSQL database definitions |
Configuration – NoSQL Offer History Definitions | Allows users to configure NoSQL offer history definitions |
Configuration - Organization | Allows users to configure the organization definition |
Configuration – Queue providers | Allows users to configure queue providers |
Configuration - Resolution levels | Allows users to configure resolution levels |
Configuration - Seeds | Allows users to configure seeds |
Configuration - SQL Database Definitions | Allows users to configure SQL database definitions |
Configuration - State flows | Allows users to configure fulfillment state flows |
Configuration - System configuration | Allows users to configure system configuration settings |
Configuration - Tenant | Allows users to configure the tenant details |
Configuration – Tenant Templates | Allows users to export the tenant details |
Configuration – User groups | Allows users to configure user groups |
Configuration - Users | Allows users to configure users |
Configuration – Value lists | Allows users to configure value lists |
Configuration - Web adapters | Allows users to configure web adapters |
Configuration – Web publish sites | Allows users to configure web publish sites |
Data Connectors - Design | Allows users to design data connectors |
Data Connectors - Execute | Allows users to activate, run and deactivate data connectors |
Dashboard - Design | Allows users to design dashboards |
Export Template - Design | Allows users to design export templates |
File System - Approve File | Allows users to approve files |
File System - Copy to Other Tenants | Allows users to copy files to another tenant |
File System - Create Root Folder | Allows users to create a root folder |
File System - Import and Export | Allows users to import and export files |
File System – One Click Approval | Allows users to self-approve a file with one click |
File System - Upload File to External Content Provider | Allows users to upload files to external content providers |
File System - View External Providers | Allows users to view files from external content providers |
Integration API | Allows user access to RPI via the Integration API |
Interaction - Design | Allows users to design interactions |
Interaction – Download File | Allows user to download files from interaction results |
Interaction - Execute Production | Allows users to play, pause and stop and rewind production workflows within Interaction designer |
Interaction - Execute Test | Allows users to play, pause and stop and rewind test workflows within Interaction designer |
Interaction - Rollback | Allows users to rollback workflows within Interaction designer |
Interactions – Report | Allows users to view the Interactions Report |
Interactions – Trigger Report | Allows users to view the Interactions Trigger Report |
Landing Page - Design | Allows users to design landing pages |
Landing Page - Publish | Allows users to publish landing pages |
Model Project – Design | Allows users to define model projects |
Offer - Design | Allows users to design offers |
Offer - Email Purpose | Allows users to set email purpose |
Offer - SMS Purpose | Allows users to set SMS purpose |
Offer - Test Inbox Delivery | Allows users to execute and view results of the inbox delivery test for emails |
Operations - Approval Summary | Allows users to view the approval summary within Operations |
Operations - Audience Instances | Allows users to view audience instances within Operations |
Operations - Audience Snapshots | Allows users to view audience snapshots within Operations |
Operations - Audit Log | Allows users to view the audit log within Operations |
Operations – Execution Services | Allows users to view execution services within Operations |
Operations - Housekeeping | Allows users to view housekeeping details within Operations |
Operations - Query Trace Log | Allows users to view the query trace log within Operations |
Operations - Server and Client Log | Allows users to view the server and client log within Operations |
Operations - System Health | Allows users to view system health within Operations |
Operations - System Tasks | Allows users to view system tasks within Operations |
Operations - Telemetry | Allows users to export Telemetry reports from Operations |
Operations - Workflow Instances | Allows users to view workflow instances within Operations |
Operations - Workflow Summaries | Allows users to view workflow summaries within Operations |
Published Content Report | Allows users to view the Published Content Report |
Realtime Decision - Design | Allows users to design realtime decisions |
Realtime Details Report | Allows users to view the Realtime Details Report |
Realtime Layouts - Design | Allows users to design realtime layouts |
Realtime Layouts - Limited Design | Allows users to work with realtime layouts in a limited capacity where only Smart Asset changes can be made |
Realtime Report | Allows users to view and work with the Realtime Report |
Reporting - Design | Allows users to design reports |
Reporting Hub | Allows users to access the Reporting Hub |
Selection Rule - Basic - AI | Allows users to create BSR criteria using AI processing |
Selection Rule – Basic – Convert to Standard | Allows users to convert a basic selection rule to a standard selection rule |
Selection Rule - Basic - Count | Allows users to refresh basic selection rule counts |
Selection Rule - Basic – Data Viewer | Allows users to use Data Viewer for basic selection rules |
Selection Rule - Basic - Design | Allows users to design basic selection rules |
Selection Rule - Basic - Export | Allows users to export basic selection rules |
Selection Rule - Basic – View Generated SQL | Allows users to view SQL that will be generated from basic selection rules |
Selection Rule - NoSQL - Count | Allows users to refresh NoSQL selection rule counts |
Selection Rule - NoSQL – Data Viewer | Allows users to use Data Viewer for NoSQL selection rules |
Selection Rule - NoSQL - Design | Allows users to design NoSQL selection rules |
Selection Rule - NoSQL - Export | Allows users to export NoSQL selection rules |
Selection Rule - Standard - Count | Allows users to refresh standard selection rule counts and run waterfall reports |
Selection Rule - Standard - Custom SQL Expression | Allows users to create and edit custom SQL expressions within standard selection rules |
Selection Rule - Standard – Data Viewer | Allows users to use Data Viewer for standard selection rules |
Selection Rule - Standard - Design | Allows users to design standard selection rules |
Selection Rule - Standard - Export | Allows users to export standard selection rules |
Selection Rule - Standard – Generate Clustered Audience | Allows users to automatically generate audiences exposing outputs based on AML clusters from standard selection rules |
Selection Rule - Standard – View Generated SQL | Allows users to view SQL that will be generated from standard selection rules |
Single Customer View | Allows users to search and retrieve data from the database using pre-configured Customer Views |
Smart Asset - Advanced - Design | Allows users to design advanced smart assets |
Smart Asset – Attribute - Design | Allows users to design attribute smart assets |
Smart Asset – Audience Segment - Design | Allows users to design audience segment smart assets |
Smart Asset - Design | Allows users to design smart assets |
Smart Asset - Goal - Design | Allows users to design goal smart assets |
Smart Asset – Model - Design | Allows users to design model smart assets |
Smart Asset – Publish | Allows users to publish smart assets directly |
Smart Asset – Recommendation – Design | Allows users to design recommendation smart assets |
Smart Asset – Rule - Design | Allows users to design rule smart assets |
Smart Asset – Table – Design | Allows users to design table smart assets |
Smart Asset – Tag – Design | Allows users to design tag smart assets |
View PII Data | Allows users to view PII data within the Data Viewer, Single Customer View and Email Previews |
Wiki - Design | Allows users to design wiki pages |
Note that the Configuration permission controls access to the Configuration Workbench and provides access to all of the interfaces that it exposes. Possession of one or more of the specialized Configuration permissions (e.g. Configuration - Database keys), in the absence of the main Configuration permission, allows you to access the Workbench, within which only the interface(s) correspondent to your permissions are shown.
In addition to the functional permissions described above, RPI also supports folder-level permissions within the file system. Details of the how such permissions are managed are provided separately in this documentation.
Note that any changes that you make to functional permissions that impact upon your own user are not picked up until you sign out of and back into RPI.
The following functional permissions are not supported when working in NoSQL Databases only or NoSQL Data Warehouse with SQL Auxiliary Databases Mode:
Cell List - Design
Configuration - Audience definitions
Configuration - Audience snapshots
Configuration - Customer views
Interaction Designer - Workflow Builder permissions
Operations – Audience Snapshots
Operations – Workflow Foundation
Single Customer View