Set permissions for marketing

In Optimizely Commerce Connect, you can set granular permissions for Marketing tasks.

Permissions for Functions

Go to CMS Admin > Settings > Permissions for Functions.

You can set the following permissions for Business Foundation contacts and organizations:

• marketing:discount:priorities – Lets users access discount priorities and exclusions.

Click the permission name to open the detail page. 

Click Add User/Group to set a user or group with this level of access, then click Save Permissions for Function.

Set access rights for campaigns

In Commerce Connect, you set the following access rights:

• Read – Lets users see the content. If disabled, users do not see the content. This applies to campaigns and discounts.
• Create – Lets users create discounts for the selected parent campaign or create campaigns for the selected folder.
• Change – Lets users edit content. This applies to campaigns and discounts.

  The user must have Change and Publish permissions to edit content.

• Delete – Lets users delete content.
• Publish – Lets users publish content.
• Administer

Follow these steps to set the access rights:

1. Go to CMS Admin > Settings > Set Access Rights.
2. Open the campaign.
3. Uncheck Inherit settings from parent item.
4. Select who can Read, Create, Change, Delete, Publish, or Administer. By default, you can set permissions for Administrators and Everyone. Click Add User/Group to set permissions for a specific user or group.
5. Click Save Access Rights.