Configuring design environment users

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

About this task

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

When you create design environment users, note the following points:
  • If you have any Unica Campaign users who have permission to edit interactive flowcharts, give them access to the test run tables data source.
  • If you installed and configured Unica 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 Unica 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.
  • Add Interaction Points/Zones - Ability to add/edit/delete Interaction Points and Zones available under the Interactive channel ‘Interaction points’.
  • Add Events/Patterns - Ability to add/edit/delete Events/Patterns available under the Interactive channel ‘Events’ Tab.
  • Add Offer Constraints - Abillity to add/edit/delete Offer Constraints available under the Interactive channel ‘Constraints’.
  • Add Self Learning Model - Ability to add/edit/delete Self Learning model available under the Interactive channel ‘Self Learning’.
  • Add Triggered Messages - Ability to add/edit/save/delete Triggered Messages available under the Interactive channel ‘Triggered Messages’ tab.
  • Add Simulator Scenarios - Ability to add/edit/run/delete Simulator scenarios present under The Interactive Channel ‘Simulator’ tab.
  • View Offer Mapping - Ability to view existing offer mappings.
  • Edit Offer Mapping - Ability to add/edit/delete offer mappings.
  • Initiate Offer Mapping Deployment - Ability to mark offer mapping for deployment.

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.
Global Learning
  • View Bin Definitions - Ability to view bin definitions available under Global Learning.
  • Add Bin definitions - Ability to add/edit/delete Bin Definitions available under Global Learning.
Global Definitions
  • View Real time attributes - Ability to view real time attributes under Global Definition.
  • Add Real time attributes - Ability to add/edit/modify real time attributes available under Global Definition.