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Selective Permissions, Selective Access

From the moment you give access to more people on your platform, user roles will have crucial importance. Understanding what user roles exist and what permissions you can grant them will help you organize your system better and make sure that no one has more or fewer rights than they should.

From the Settings tab, select Users and Roles to manage the team that needs access to a ZMP Account, as well as those that require access to parent accounts and/or child accounts.

Managing Teammates

Teammates can be managed from within the Teammates tab. Here, a list of users is displayed along with their:

  • Name

  • Primary Account

  • Role

  • Email Address, and

  • Status.

Hover over a user's row and click the action menu (...) on the extreme right to reveal options to edit, deactivate, and/or permanently remove the user.

Adding a New Teammate

To invite a new team member, click on the Invite Teammates button in the top-right corner.

As the Invite teammates panel slides in from the right side of the window,

  • Set the fields for First Name, Last Name, Email Address, and Display Name (optional).

  • The Primary Account is the top-level account the user should log in to when accessing the platform.

  • Setting the Role gives the user certain permissions. 

Once a user is invited, they will appear as pending in the list of users with access to the account. An invitation email is sent to the user as well. This invitation email has a link the user can click to set their password. 

Managing Roles

The Roles tab displays all the available roles, their descriptions, the account it's in, and the number of users with that role.

Clicking on a role reveals options to edit that role, including what permissions are enabled for it. 

For accounts with a parent/child structure in place, users can be invited to the parent account and be given different levels of access to the child accounts all from the parent account. These are referred to as secondary accounts. 

The Acquisition View of an account can only be seen by users that have the role of Acquisition User. This role can be set for you by Zeta Global. 

Adding a New Role

To add in a new role, click on the New Role button in the top-right corner.

As the Add new Role panel slides in from the right side of the window,

  • Fill in the Name and Description for the role and choose an account the role can be used in

  • Set the Role Permissions.

The default role selection toggle allows you to set the default role of a new ZMP user account being created.

Role Permissions

Permission Name

Description

Dependent Permissions

Campaign Permissions

View Campaign

Grants the ability to view campaigns and their details

  • None

Edit Campaign

Grants the ability to edit campaigns

  • View Campaign

Launch Campaign

Grants the ability to launch campaigns

  • View Campaign

  • Edit Campaign

Edit Transaction Campaign

Grants the ability to mark a campaign as transactional and modify it.

Transactional campaigns ignore subscription status of the audience upon deployment.

  • View Campaign

  • Edit Campaign

Experience Permissions

View Experiences

Grants the ability to view Experiences in the UI

  • None

Edit Experience

Grants the ability to edit experiences

  • View Experiences

  • View Campaign

  • Edit Campaign

Launch Experience

Grants the ability to set an experience to active

  • View Campaign

  • Edit Campaign

  • Edit Experience

Content Permissions

View Content

Grants the ability to view content not contained within a campaign

  • None

Edit Content

Grants the ability to edit content not contained within a campaign

  • View Content

Edit Campaign Content

Grants the ability to edit content specifically within campaigns

  • View Campaign

  • Edit Campaign

User Preview Dynamic Content

Grants the ability to preview dynamic content.

This can display PII depending on what dynamic elements are contained within content.

  • None

Edit Feeds

Grants the ability to create and modify feeds

  • None

Audience Permissions

View Audiences

Grants the ability to view the Audiences section in the left nav.

  • None

Edit Audience

Grants the ability to create and edit segments and lists

  • View Audiences

Data Permissions

View Data Flows

Grants the ability to view data flows.

  • None

Edit Data Flows

Grants the ability to create and modify data flows

  • View Data Flows

Edit Custom Data Flows

Grants the ability to create and modify custom data flows

  • Edit Data Flows

View Files

Grants the ability view row items of imported or exported files

  • None

Edit Files

Grants the ability view row items of imported or exported files

  • View Files

View Data Mappings

Grants the ability to view data mappings

  • None

Edit Data Mappings

Grants the ability to create and modify data mappings

  • View Data Mappings

Data Flows Approver

Grants the ability to approve data flow that was copied in an account from another account

  • Edit Data Flows

  • View Data Flows

Dashboard Permissions

View Opportunities

Grants the ability to view the Opportunities dashboard

  • None

View Dashboard

Grants the ability to view the Acquisition dashboard

  • None

View Actions

Grants the ability to view Actions

  • View Opportunities

Analytics Permissions

View Analytics

Grants the ability to view analytics and reporting

  • None

Edit Analytics

Grants the ability to edit reports

  • View Analytics

Account Settings Permissions

Edit Account Settings

Grants the ability to modify all account settings

  • None

Manage User Access

Grants the ability to add new users, deactivate existing users, create roles, modify roles, and assign roles

  • Edit Account Settings

External Db Access

Grants the ability to access and query connected external databases for creating query based segments.

Requires an initial account-level setup to establish a connection to an external database

This can have cost implications for the database owner.

  • None

Syndicate Content

Grants the ability to syndicate content from a parent account to connected child accounts

  • None

User Management

  • Ability to audit changes to users in client account

  • Ability for client to filter managed users list by status

  • None

Files Permissions

View Files

Grants the ability to view the Data section of the UI

  • None

Edit Files

Grants the ability to modify data flows and other aspects of the Data section of the UI

  • View Files

Special System User Permissions

Role

Platform Feature

Associated Permissions

Super User

Dashboard

  • View Dashboard

Opportunities

  • View Opportunities

  • View Actions

Campaigns

  • View Campaigns

  • Edit Campaigns

  • Launch Campaigns

  • Edit Campaign Content

  • Edit Transactional Campaign

  • Preview Dynamic Content

Experiences

  • View Experiences

  • Edit Experiences

  • Launch Experiences

  • Edit Experience Templates

  • View Events

Audiences

  • View Audiences

  • Edit Audiences

  • View Customer Data

  • Edit Customer Data

  • Export Data

  • Download Data

  • View Customer PII

  • Edit Customer Subscriptions

  • View Identity Manager

  • Edit Identity Manager

  • External DB Access

Data

  • View Data Flows

  • Edit Data Flows

  • Data Flows Approver

  • View Files

  • Edit Files

  • View Data Mappings

  • Edit Custom Data Flows

  • Edit Data Mappings

Content

  • View Content

  • Edit Content

  • Edit Feeds

  • Syndicate Content

Analytics

  • View Analytics

  • Edit Analytics

  • View Custom Reports

  • Edit Custom Reports

  • Edit Report Email

Settings

  • Edit Account Settings

  • Manage Integrations

  • Manage Properties

  • Manage User Access

  • Delete User

Campaign Manager

Dashboard

  • View Dashboard

Opportunities

  • View Opportunities

Campaigns

  • View Campaigns

  • Edit Campaigns

  • Launch Campaigns

  • Edit Campaign Content

  • Preview Dynamic Content

Experiences

  • View Experiences

  • Edit Experiences

  • Launch Experiences

  • View Events

Audiences

  • View Audiences

  • Edit Audiences

  • Export Data

  • View Identity Manager

Data

  • View Files

  • Edit Files

Content

  • View Content

  • Edit Content

  • Edit Feeds

Analytics

  • View Analytics

  • Edit Analytics

  • View Custom Reports

  • Edit Custom Reports

  • Edit Report Email

Team Member

Dashboard

  • View Dashboard

Opportunities

  • View Opportunities

Experiences

  • View Experiences

  • View Events

Audiences

  • View Audiences

Data

  • View Files

Content

  • View Content

Analytics

  • View Analytics

  • Edit Analytics

  • View Custom Reports

  • Edit Custom Reports

  • Edit Report Email

Acquisition User

Opportunities

  • View Opportunities

  • View Actions

Campaigns

  • View Campaigns

  • Edit Campaigns

  • Launch Campaigns

  • Preview Dynamic Content

Experiences

  • View Experiences

  • View Events

Audiences

  • View Audiences

  • Edit Audiences

  • Export Data

Data

  • View Files

  • Edit Files

Content

  • View Content

Analytics

  • View Analytics

  • Edit Analytics

  • View Custom Reports

  • Edit Custom Reports

  • Edit Report Email

Settings

  • Edit Account Settings

  • Manage Integrations

  • Manage Properties

  • Manage User Access

Account Administrator

Dashboard

  • View Dashboard

Opportunities

  • View Opportunities

  • View Actions

Campaigns

  • View Campaigns

  • Edit Campaigns

  • Launch Campaigns

  • Edit Campaign Content

  • Edit Transactional Campaign

  • Preview Dynamic Content

Experiences

  • View Experiences

  • Edit Experiences

  • Launch Experiences

  • View Events

Audiences

  • View Audiences

  • Edit Audiences

  • View Customer Data

  • Edit Customer Data

  • Export Data

  • View Customer PII

  • Edit Customer Subscriptions

  • View Identity Manager

  • Edit Identity Manager

  • External DB Access

Data

  • View Files

  • Edit Files

  • View Data Mapping

Content

  • View Content

  • Edit Content

  • Edit Feeds

  • Syndicate Content

Analytics

  • View Analytics

  • Edit Analytics

  • View Custom Reports

  • Edit Custom Reports

  • Edit Report Email

Settings

  • Edit Account Settings

  • Manage Integrations

  • Manage Properties

  • Delete User

Custom User Permissions

Some custom roles such as that of an Agency Creative, DB Access Role, or Reporting User can check their custom permissions by navigating to Settings > Teams & Roles > Roles and then clicking on the given role to display its associated permissions.

Selective Access

Selective Access is an optional feature in the ZMP that limits the visibility of Experiences, Campaigns, Templates, and Snippets. With Selective Access permission enabled, access to newly created Experiences, Campaigns, Templates, and Snippets is limited to the person that created them in the first place.

Once a new item is created, the owner of that item can share access to that item with other individuals in the account.

For those who should have access to all items regardless of owner, an Ignore Selective Access permission can be enabled for their role, which will ultimately ignore the ownership and visibility limits introduced by enabling Selective Access.

Teams

Teams allow for the creation of groups of users in ZMP to make sharing items in an account with Selective Access enabled easier. With teams, a newly created item can be shared with a team rather than with each individual user that needs access.

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