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Managing roles in Sitecore Personalize

Abstract

Provides an overview of roles and permissions in Sitecore Personalize.

Sitecore Personalize provides roles that you can assign to users to grant permissions to entities. You can assign external roles to Sitecore customers, partners, and employees and internal roles to Sitecore employees.

The following table describes the roles and permissions in Sitecore Personalize:

Role

Description

Permissions

Enterprise Admin

An external role for administrators.

  • View guest profiles

  • Manage segments

  • Manage subscription lists

  • View, edit, and create all personalization entities

  • Dashboards

  • API access

  • Manage company information

  • Manage users

  • Manage external services

  • Manage points of sale

Enterprise Designer

An external role for enterprise developers.

  • View guest profiles

  • Manage segments

  • Manage subscription lists

  • View, edit, and create all personalization entities

  • Dashboards

  • Manage company information

  • Manage points of sale

Enterprise Reader

An external role that enables users to view guest profiles, dashboards, and more.

  • View guest profiles

  • Dashboards

Enterprise User Manager

An external role that enables users to manage users.

  • Manage users

Sitecore Support

An internal role for Sitecore employees.

  • View guest profiles

  • Manage segments

  • Manage subscription lists

  • View, edit, and create all personalization entities

  • Dashboards

  • Manage company information

  • Manage users

  • API access

  • Manage external services

  • Manage points of sale

Sitecore Services

An internal role for Sitecore employees.

  • View guest profiles

  • Manage segments

  • Manage subscription lists

  • View, edit, and create all personalization entities

  • Dashboards

  • Manage company information

  • Manage users

  • API access

  • Manage external services

  • Manage points of sale

Schema Admin

An internal role for Sitecore employees.

  • Schema administrator and schema reader

Schema Designer

An internal role for Sitecore employees.

  • Schema designer

Schema Reader

An internal role for Sitecore employees.

  • Schema reader

Demo: CDP And Manage Users Only

An internal role that enables users to demonstrate guest profiles and manage users.

  • View guest profiles

  • Manage users

Partner Sandbox: API Access But No Role Management

A role for Sitecore partners that enables API access.

  • Manage API access

The following are the personalization entities represented in the table:

  • Audience syncs

  • Decision models

  • Decision engines

  • Offers

  • Experiences

  • Experiments

  • Web templates

  • Audience templates

  • Decision templates

  • Audience sync templates

  • Offer templates

  • Connections