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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.
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.

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.
  - Unica Deliver REST APIs
    Deliver has exposed REST APIs which can be used to perform variety of operations like working with Email, SMS, Push, WhatsApp messages and communication templates, working with batch production and test message sending as well as transactional message sending. This chapter provides details of these APIs, how to authenticate and generate API token which is needed to call these APIs.
  - 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.
      - About roles and permissions in Marketing Platform and Campaign
        Roles in Platform and Campaign are a configurable collection of permissions. For each role in Platform and Campaign, you can specify permissions that control access to the application.
      - About security policies
        Security policies are the "rule books" that govern security for folders and objects in Campaign. They are consulted each time a user performs an action in the application.
    - 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.
    - 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

Role and policy assignment 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.

Permissions are associated with roles that are defined in the Unica Platform. To control access to mailing features in Campaign, you can define roles within one or more security policies. All system users that access mailing features, communications, and content must be assigned an Deliver role within a Campaign security policy. Through the policy, you selectively apply permissions for mailing features in Campaign and communications and content in the Deliver Document Composer.

Users that access mailing features must also be assigned the Deliver user and admin roles. These roles are separate from the Deliver roles available in Campaign security policies.

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