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Startup and Administrator Guide
Managing user access to mailing features
Campaign and Deliver use roles and permissions provided by the Unica Platform to control user access to messaging features in Deliver and Campaign. You must have permissions in Unica Platform and Campaign to make the required changes. You must also be familiar with how to configure roles and permissions in the Platform and how to define security policies for Campaign.
Assigning mailing permissions for 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.
Making roles and permissions available
Depending on your Unica Platform installation, the administrative controls that are required to define and apply roles and permissions might not be immediately visible. You can make the necessary controls visible by accessing the Deliver Document Composer or a mailing in Campaign.

Administrator Guides
- Startup and Administrator Guide
  - Hosted messaging using Campaign and Deliver
    When Unica Campaign is integrated with Unica Deliver, you can use Deliver to conduct highly personalized digital marketing campaigns.
  - Configuring the local HCL Unica environment for Deliver
  - Connecting to hosted email services
    To access message services provided by Unica, you must configure a connection between the local HCL Unica installation and HCL Unica hosted services.
  - Working with the Response and Contact Tracker
    The Response and Contact Tracker (RCT) is installed in your local environment and communicates with HCL Unica hosted services to retrieve and process data for email contacts, email delivery, and recipient responses, such as link clicks and opens. The RCT must be running in order to retrieve link tracking and email delivery notification data from HCL Unica hosted services .
  - Testing the Deliver installation
    To ensure access to all hosted email features, test the configurations and connections for your Campaign and Deliver installations after you enable Deliver, expand your Deliver installation, or upgrade the Campaign installation.
  - Configurations for Unica Deliver
    The Unica Platform provides various configuration properties to modify the behavior and appearance of Deliver. Some configuration properties are set during installation. You can change configuration properties at any time.
  - Utilities for Deliver
    Deliver provides several scripts that you use to administer Deliver functions.
  - About troubleshooting Deliver
    Unica Deliver provides various tools and techniques that you can use to investigate issues related to your Campaign and Deliver installations.
  - Managing user access to mailing features
    Campaign and Deliver use roles and permissions provided by the Unica Platform to control user access to messaging features in Deliver and Campaign. You must have permissions in Unica Platform and Campaign to make the required changes. You must also be familiar with how to configure roles and permissions in the Platform and how to define security policies for Campaign.
    - About assigning roles and policies for mailing access
      To log in to the HCL Unica system, email marketers enter a system user name and password. The permissions that are granted to the system user determine how the marketer can access mailing features, personalized communications, and content in Deliver and Campaign.
    - Assigning mailing permissions for 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.
      - Making roles and permissions available
        Depending on your Unica Platform installation, the administrative controls that are required to define and apply roles and permissions might not be immediately visible. You can make the necessary controls visible by accessing the Deliver Document Composer or a mailing in Campaign.
      - How Campaign evaluates permissions
        When a user performs a task or tries to access an object, Campaign performs the following steps.
      - Reference: Definition of permission states
        For each role, you can specify which permissions are granted, not granted, or denied. You set these permissions on the Settings > User roles and permissions page.
      - Permissions for mailings in Campaign
        In Campaign, you create, configure, run, and monitor Deliver mailings with controls on Deliver mailing tabs. You manage each mailing on a separate tab.
      - Permissions for the Digital Assets category
        The Digital Assets permissions control user access to content elements in the Deliver Content Library, and to folders and subfolders in which they are stored.
      - Permissions for the Documents category
        The permissions in the Documents category control user access to create, edit, and manage personalized communications in the Deliver Document Composer.
      - Permissions for the Email Administration category
        The permissions in the Email Administration category of the Campaign Global Policy provide Deliver administrators with access to settings that control user access to various messaging domains and messaging features.
    - Assigning mailing permissions for Deliver
      Unica Deliver controls access to mailing features outside of the mailing tab in Campaign through the following pre-defined security roles.
    - Controlling the domains available for sending email
      Upon request, Unica configures one or more email domains for your hosted email account. Unica can also assign domains that marketers use to create shortened links in various types of messages. System administrators with appropriate permissions control the messaging domains that are available to marketers.
    - Configuring default sender address and display names
      For each email domain that you have registered with Unica, you can define a default email address and a default friendly name. The combination of email address or friendly name and the email domain appears as the From: address for the email messages that you send.
    - Controlling access to the list of sent messages
      Deliver provides a list of messages that have been sent from your Deliver environment. Because the list includes links to messaging configurations, your security plans might require that you restrict access to the list.
    - Permissions for Deliver reports
      Your user permissions determine your ability to view Deliver reports.
  - Technote (troubleshooting)
  - Deliver channel vendor account configuration
- Transactional Message Administrator Guide

Making roles and permissions available

Depending on your Unica Platform installation, the administrative controls that are required to define and apply roles and permissions might not be immediately visible. You can make the necessary controls visible by accessing the Deliver Document Composer or a mailing in Campaign.

About this task

Perform the following procedure if you do not see all of the following permissions under the Campaign Global Policy.

Permissions for mailings in the Campaigns category
Permissions for the Content Library in the Digital Assets category
Permissions for Deliver documents in the Documents category

Procedure

Log in to HCL Unica.
If you have multiple users that are configured, log in as a user with the most limited permissions. For example, log in as a user with only View permissions.
Navigate to Campaign > Deliver Documents to access the Document Composer.

Wait for the Document Composer to finish loading.
Navigate to Settings > User Roles and Permissions > Campaign > partition [n] > Global Policy
When prompted, confirm that you want to leave the Document Composer by leaving the page.
Click Add Roles and Assign Permissions. The following Deliver roles are visible.
- deliver_admin
- deliver_execute
- deliver_design
- deliver_review
Click Save and Edit Permissions.
Mailing permissions are visible in the Campaigns, Digital Assets, and Documents categories.
For more information about the specific permissions that are available, see the following topics.

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