Messaging permissions in Campaign

Campaign controls user access to mailing features by enabling or disabling specific permissions that are defined in roles that are assigned to a user or group. These roles are associated with one or more security policies. You can define multiple Campaign security policies and assign multiple roles to each policy. Each combination of policy and roles can define a specific set of permissions.

For more information about how to manage security permissions, including sample security scenarios, see the Unica Campaign Administrator’s Guide.

Under Roles and Permissions for the Unica Platform, you assign user permissions for mailing features and content in the Campaign section, as follows.

  1. Define user roles.

    System defined user roles for Deliver are created by default under the Global Policy.

    You can also define custom roles and add them to the Global Policy or to other policies that you define.

  2. Define security policies and add user roles to the policies.

    The Global Policy is defined by default. You can define additional policies for Campaign.

  3. Define specific permissions for each role in each policy.

    You can define additional policies and custom roles with various sets of permissions for more control over access to mailing features in Campaign and the Deliver Document Composer.

Changes to permissions, roles, and policies are applied when the user logs in to HCL Unica. After you assign or change mailing permissions for a user, the user must log out and then log back in for the changes to be observed.