This page details how to start inviting and managing users inside the Behavioral Engagement PlatformTMPlatform™️.
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Table of Contents
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An organization is a Symend instance, as a user you may be part of multiple organizations. You . If you contribute to multiple organizations, you can switch between the organizations by following these steps:
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Within the Symend
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app, click on your user "Profile"
Select the "Switch Organizations" to see the name(s) and a list of your organizations in the Platform
Selecting the desired organization from the list will switch you to the respective organization
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Understanding Authorization
At Symend, we enforce roles in the application, based access control to minimize threats related to unauthorized access. As an administrator of your organization, you should have any or all the following roles assigned to you as part of the provisioning of your Symend instance.
Role | Description | Permission |
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Client Security Admin
Manage users at Symend tenant level
Create user
View user
Disable user
Delete userOrg Security Admin | Manage security at the organization level | View users Assign roles View roles Revoke roles View permissions |
Org System Admin | Manage configuration at the organization level | Update configuration View configuration Delete configuration Assign users to organizations Create alerts Update alerts View alerts Delete alerts |
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Roles that will help your users to get started
At a minimum, your users need any or all of the following roles to get started in the Symend App:
Role | Description |
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Data exchange editor | To import data into Symend |
Data Designer | To define Data Attributes and mappings |
Segment Designer | To define Segments |
Segment Publisher | To publish Segments |
Playbook Designer | To define Playbooks |
Playbook Publisher | To publish Playbooks |
Content Designer | To design Content |
Content publisher | To publish the defined Content |
Channel admin | To configure Channels such as email |
Insights viewer | To view, download and send insights data on your customer activities |
Insights explorer | To view, edit, explore, download and send insights data on your customer activities |
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Creating the first user and granting roles
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Follow these steps to create a user and grant them permission-based roles:
From the home screen Navigate to Settings → Users and Permissions page
Click on the “Add User” button
Specify the user profile details and click “Next”
Select the organizations the user needs to access
Select the roles the user should
Roles are bound to the context of an organization
For each organization, you can grant different roles
Refer to the user management document for more information on managing users and roles.
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