Home
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 custom roles and permissions to the user
For Unica Centralized Offer Management, set user roles and permissions in Unica Campaign.

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 custom roles and permissions to the user

For Unica Centralized Offer Management, set user roles and permissions in Unica Campaign.

About this task

To set user roles and permissions in Unica Campaign, 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 Campaign > partition(n), where n is the number of the partition.
Select Global Policy.
The Global Policy page appears.
Select Add roles and assign permissions.
The (Global Policy) page appears.
Click Save and edit permissions.
The (Permissions for Global Policy) page appears.
Expand Offer lists, Offer templates, and Offers and select the following permissions for all the displayed operations in Offer lists, Offer templates, and Offers:
- Folder Owner
- Owner
- Admin
- Execute
- Design
- Review
Note: We recommend that the administrator assigns all permissions for all operations listed in Offer lists, Offer templates, and Offers.

Have feedback?
Google Analytics is used to store comments and ratings. To provide a comment or rating for a topic, click Accept All Cookies or Allow All in Cookie Preferences in the footer of this page.