Setting up security groups for campaigns

Security groups specify levels of access and control for users. Each user must have a record in the database before you can add them to a security group.

Campaign Management security groups

■    CampaignAdmin: Has full control access for all campaigns.

■    CampaignMgr: Has read, add, edit, and delete access for the module and read and edit access for all campaigns.

■    CampaignUser: Has read-only access for campaigns.

Campaign tasks by security group

Segmentation security groups

■    SegAdmin: Has full control access for all segment setup and segmentation jobs.

■    SegMgr: Has read, add, edit, and delete access for all segments and jobs.

■    SegUser: Has read-only access for segmentation jobs.

RFM Analytics security groups

■    RFMAdmin: Has full control access for RFM Analysis setup and processes.

■    RFMMgr: Has read, add, edit, and delete access for all analysis and reports.

■    RFMUser: Has read-only access for reports.

To add users to security groups

1.  From Marketing, select Set up campaign module > Security Groups tab, or Set up segmentation, or Set up RFM.

2.  Select a security group.

3.  Under Select New Members, search for and select the additional users.

4.  Click Save.