Configuring design environment users

Design environment users are Campaign users. You configure your design environment users in the same way you configure Campaign role permissions.

About this task

Some design environment users also require some Campaign permissions such as Custom Macros.

When you create design environment users:
  • If you have any Campaign users who have permission to edit interactive flowcharts, give them access to the test run tables data source.
  • If you installed and configured Interact, the following extra options are available for the default Global Policy and new policies.
  • Category Permissions

    Campaigns

    • View Campaign Interaction Strategies - Ability to see but not edit interaction strategy tabs in a campaign.
    • Edit Campaign Interaction Strategies - Ability to make changes to interaction strategy tabs, including treatment rules.
    • Delete Campaign Interaction Strategies - Ability to remove interaction strategy tabs from campaigns. Deletion of an interaction strategy tab is restricted if the interaction strategy has been included in an interactive channel deployment.
    • Add Campaign Interaction Strategies - Ability to create new interaction strategy tabs in a campaign.
    • Initiate® Campaign Interaction Strategy Deployments - Ability to mark an interaction strategy tab for deployment or undeployment.

    Interactive Channels

    • Deploy Interactive Channels - Ability to deploy an interactive channel to Interact runtime environments.
    • Edit Interactive Channels - Ability to make changes to the summary tab of interactive channels.
    • Delete Interactive Channels - Ability to remove interactive channels. Deletion of interactive channels is restricted if the interactive channel has been deployed.
    • View Interactive Channels - Ability to see but not edit interactive channels.
    • Add Interactive Channels - Ability to create new interactive channels.
    • View Interactive Channel Reports - Ability to see the analysis tab of the interactive channel.
    • Add Interactive Channel Child Objects - Ability to add interaction points, zones, events, and categories.

    Sessions

    • View Interactive Flowcharts - Ability to see an interactive flowchart in a session.
    • Add Interactive Flowcharts - Ability to create new interactive flowcharts in a session.
    • Edit Interactive Flowcharts - Ability to make changes to interactive flowcharts.
    • Delete Interactive Flowcharts - Ability to remove interactive flowcharts. Deletion of interactive flowcharts is restricted if the interactive channel to which this interactive flowchart is assigned has been deployed.
    • Copy Interactive Flowcharts - Ability to copy interactive flowcharts.
    • Test Run Interactive Flowcharts - Ability to initiate a test run of an interactive flowchart.
    • Review Interactive Flowcharts - Ability to see an interactive flowchart and open processes to view settings, but unable to make changes.
    • Deploy Interactive Flowcharts - Ability to mark an interactive flowcharts for deployment or undeployment.