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Roles

You can assign permission profiles, called roles, to individual users. A role may contain the same permissions as an individual user.

In your clientThe working environment of Episerver Campaign. A client is a stand-alone and closed system that serves to organize your mailings. Campaign users can use one or more clients for your scenario., you can define roles for specific tasks or projects to simplify the process of managing individual users. After defining a role, you can assign it to a user permanently or for a specified period of time, for example, for holiday replacements or temporary users.

Tip:  Tips for using roles

  • You can only assign permissions, not revoke them. In other words, roles contain only positive permissions.
  • Permissions cannot be inherited, as in user management.
  • If you change a role that is assigned to one or more users, the change immediately affects those users.
  • Inherited permissions. If you create roles in a client with sub-clients, these roles automatically apply to the sub-clients.
  • Restrictions. You can only assign roles if you possess required permissions for the particular role (in the respective clients).

Note:  Permissions in roles do not apply if

  • A permission is explicitly revoked from the user.
  • A main permission is explicitly revoked from the user, and this is inherited to the sub-permissions.
  • A main permission, that is inherited to the current client, is explicitly revoked from the user in a main client.

To manage roles, open the start menuMain screen in Episerver Campaign, where the available options are grouped together. and select Administration > Roles.

Image: Roles

Creating a role

  1. Click Create.

    Image: Create role

    Image: Properties

  2. In the Role name box, enter a name for the role.
  3. In the Permissions area, click the permission you want to assign to this role.
  4. Click Create.

Editing a role

  1. In the list, click the role you want to edit.
  2. Click Edit. The Edit role window opens.

    Image: Edit role

  3. In the Permissions area, click the permission you want to assign to this role.

    Image: Permissions

  4. Click Save.

Deleting a role

Note:  You can delete a role only if no users are assigned to it. To see how a role is being used, click Show usages.

  1. In the list, click the role you want to delete.
  2. Click Delete. A confirmation window opens.

    Image: Delete role

  3. Click OK.

Showing usages

  1. In the list, click the role you want to view.
  2. Click Show usages. The Role usage window opens, displaying a list of users who are assigned this role.

    Image: Show usages

Tip:  You can also use this window to edit a user's permissions. To do so, click the user and then Edit user permissions. Next, follow the steps described in Users.



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