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Administrator Guide
Offer configurations
After installation of Unica Centralized Offer Management, you must configure its properties, and create and assign roles to the users.
User roles
Before you begin the admin activities, you should assign roles and permissions to users.
Assigning OfferUser role to the offer user
To assign a role to the offer user, complete the following steps:

Administrator Guide
- Offer administration concepts
  Offer administration concepts include:
- Offer configurations
  After installation of Unica Centralized Offer Management, you must configure its properties, and create and assign roles to the users.
  - Unica Centralized Offer Management configuration properties
    This section describes the Unica Centralized Offer Management configuration properties.
  - User roles
    Before you begin the admin activities, you should assign roles and permissions to users.
    - Assigning OfferAdmin role to the user
      To assign a role to the offer administrator, complete the following steps:
    - Assigning OfferUser role to the offer user
      To assign a role to the offer user, complete the following steps:
    - Assigning custom roles and permissions to the user
      For Unica Centralized Offer Management, set user roles and permissions in Unica Campaign.
  - Autosync Configurations
    Autosync feature is supported for all CMSes. The prerequisite for such a synchronization is that the CMS should send the create, update and expire events to the Content Integration framework and CMS specific plugin needs to be developed in Content integration framework to process the event.
- Offer settings
  Use Offer settings to create custom attributes and custom templates.
- Appendix

Assigning OfferUser role to the offer user

To assign a role to the offer user, complete the following steps:

Procedure

From the Unica Platform home page, select Settings > User roles and permissions.
The User roles and permissions page appears.
In the left panel, expand Unica Offer > partition(n), where n is the number of the partition.
Select OfferUser.
The OfferUser page appears.
In the Users section, select the admin user. For example, demo.
The demo (demo) user details page appears.
Select Edit roles.
The Edit roles page appears.
From the Available roles list, select OfferUser (Unica Offer) and click the >> button to move the role to the Selected roles list.
Click Save changes.

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