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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
About security
You configure security policies that grant users permission to access specific objects and features through assigned access roles.
About configuring security policies
After you determined your security strategy, you configure and create the appropriate security policies and roles and then specify to which users the people with those roles can assign project roles and access levels.
To configure the user visibility option for roles
To restrict the list of users that display in the Select Team Members or Select Member Access Levels dialog for users with a given security policy role, you configure the user visibility feature for that role.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
  - About the Global security policy
    The Global security policy acts as the default security policy for the system. The term "global" does not indicate that every user has full access to everything, but rather that this security policy is associated globally with every user by default.
  - About roles
    In every organization, the people who use an application have different responsibilities and complete different tasks.
  - About security policies and permissions
    Security policies are made up of roles that reflect job titles or responsibilities.
  - Planning security policies
    Before you begin to add and configure security policies, determine the security needs of your organization and then plan your security strategy.
  - About configuring security policies
    After you determined your security strategy, you configure and create the appropriate security policies and roles and then specify to which users the people with those roles can assign project roles and access levels.
    - To edit the Global security policy
      If you can implement the security strategy for your organization with one security policy, use the Global security policy as your single policy.
    - To create a security policy
      If you must use more than one security policy to implement the security setup for your organization, leave the Global security policy in its default state and complete the following steps.
    - To configure the user visibility option for roles
      To restrict the list of users that display in the Select Team Members or Select Member Access Levels dialog for users with a given security policy role, you configure the user visibility feature for that role.
  - To assign security policy roles
    When you finish adding roles to security policies, you can assign the roles to the appropriate users.
  - About controlling access to templates
    You can control which users can create and view templates.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Configuring the user visibility option for roles

To restrict the list of users that display in the Select Team Members or Select Member Access Levels dialog for users with a given security policy role, you configure the user visibility feature for that role.

About this task

When users create programs, plans, projects, and so on, they specify which users or teams are participants and, for projects, which users or teams are assigned the project roles. By default, there are no restrictions on which users or teams can be added as participants or assigned a project role.

Procedure

Select Settings > Plan Settings > Security Policy Settings.
On the Security Policy Settings page, scroll to the appropriate security policy and click the name of the role. The Role: <role name> page displays for user visibility selection.
From the list of user groups and teams on the left, select the groups or teams that you want users with this role to see in the list and then click >> to move them to the list on the right.
When users who have the selected role add participants or assign project roles, they select from the set of users who are in a group in the list on the right.
Note: When the selection box on the right is empty (the default case), there are no restrictions and users who have this role see all groups and teams when they add participants or assign project roles.
Click Save changes. The Security Policy Settings page displays.
Repeat steps 2 through 4 for each role that you want to configure.

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