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PersonalizeCloud Portal
Sitecore Personalize
        • Add a user
        • Delete a user
        • Delete a guest
        • Managing roles in Sitecore Cloud Portal
        • Edit user roles
        • View tenant settings
    • Retrieve client key in Sitecore Personalize
    • Manage a point of sale
    • Manage company information
    • Enable features
    • Integrate Sitecore Content Hub with Sitecore Personalize
    • Use debug mode
  • Using client-side JavaScript
  • Glossary
  1. Managing system settings in Sitecore Personalize
  1. Sitecore Personalize
  2. Managing accounts and system settings in Sitecore Personalize
  3. Managing system settings in Sitecore Personalize
  4. Managing roles in Sitecore Cloud Portal

Managing roles in Sitecore Cloud Portal

Read this topic to learn about Sitecore Cloud Portal roles and the Personalize entities that each role can access.

Team members are assigned roles when a user with an Organization Admin or Organization Owner role invites the team member to join a Sitecore Cloud Portal organization. To change a team member's App role that already belongs to the organization, an Organization Admin or Organization Owner must change the app access of a team member in Sitecore Cloud Portal.

This table describes the roles and permissions in Sitecore Cloud Portal in respect to Sitecore Personalize entities:

App role

Description

Permissions

User

A Sitecore Cloud Portal role that enables access to Personalize entities that do not require an admin role.

  • View, edit, and create all personalization entities

  • Dashboards

  • Developer center entities

  • Manage company information

  • Manage points of sale

Developer

A Sitecore Cloud Portal role that provides additional permissions beyond the user role.

  • View, edit, and create all personalization entities

  • Dashboards

  • Developer center entities

  • Manage company information

  • Manage points of sale

  • Manage identity rules

  • Manage guests (delete)

  • View and create API keys

  • Edit and delete own API keys

Admin

A Sitecore Cloud Portal role that provides additional permissions beyond the user and the developer roles.

  • View, edit, and create all personalization entities

  • Dashboards

  • Developer center entities

  • Manage company information

  • Manage points of sale

  • Manage identity rules

  • Manage guests (delete)

  • View and create API keys

  • Edit and delete API keys for all team members

Analytics User

A Sitecore Cloud Portal role that provides permission to analytics.

  • View performance analytics

  • View operational analytics

Read only

A Sitecore Cloud Portal role that provides read-only permission.

  • View and filter homepage analytics

  • View and preview all personalization entities

  • View dashboards

  • View developer center entities

  • View company information

  • View points of sale

  • View identity rules

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