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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.
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.
Denying access to the list of sent messages
If you restrict access to the list of sent messages, you must specifically deny access to users who must not be allowed to access the list.

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.
    - 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.
      - Granting access to the list of sent messages
        If you restrict access to the list of sent messages, you must specifically grant access to users who must access the list.
      - Denying access to the list of sent messages
        If you restrict access to the list of sent messages, you must specifically deny access to users who must not be allowed to access the list.
      - Enabling the restriction to the sent message list
        Users access the list of sent messages through the Message Overview option on the Campaign menu. If you restrict access to the list of sent messages, the Security Function ID property controls the display of this menu option and, therefore, controls access to the list of sent messages.
    - 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

Denying access to the list of sent messages

If you restrict access to the list of sent messages, you must specifically deny access to users who must not be allowed to access the list.

About this task

Users access the list of sent messages by clicking the Message Overview link on the Campaign menu. You can prevent a user from accessing the list of all sent messages by assigning the user a top-level administrative role that is explicitly denied permission to see the Message Overview link.

The default top-level roles include Admin, Execute, Design, and Review. Permissions that you grant through the top-level roles apply to all objects in the partition. You can create new top-level roles to supplement the default top-level roles. The new roles can grant or deny specific permissions.

Procedure

Go to Settings > User Roles and Permissions > Campaign > partition (n). The partition <n> page opens.
Click Add Role. Assign a name to the role and enter a brief description. Save the changes and return to the partition <n> page.
Configure the new role to deny access to the list of sent mailings.
1. Click Add Roles and Assign Permissions. The Properties for Administrative Roles page opens. The new role displays in the list of roles.
2. Click Save and Edit Permissions.
  A list of permissions for the partition displays as a matrix of selection icons that indicate the state of each permission for each role. The new role displays next to the other top-level roles across the top to the matrix.
3. In the Administration section, explicitly deny the View Mailing List Page permission for the new role. Save changes.
Assign the new role to the users that you want to prevent from accessing the mailing list page.
1. Go to Settings > Users. Select the user that you want to prevent from accessing the list of sent messages.
2. Click Edit Roles. The new role that you created in the previous step (a role that is configured to deny access) appears in the list of Available Roles.
3. Move the new role from Available Roles to Roles. Save changes.

Results

When you enable access restrictions for the list of sent messages, a user that is assigned the new role cannot see the Message Overview link.

What to do next

Update the configuration to enable access restrictions for the list of sent messages.

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