A permission defines the specific actions a user can perform within the system. Permissions control access to various features and functionalities, determining what users can view, edit, create, or delete. Each user is assigned a set of permissions based on their role and responsibilities. These permissions are configured during user creation and are assigned based on the user type (Organization Owner, Admin, or Standard User). These can be modified as needed. Examples of permissions include Viewing user profiles, Editing user details, Managing permission for users etc.

Permission Sets

A permission set is a collection of access rights that defines what actions a user can perform within each modules such as Loyalty, Campaign, User Management etc.. Permission sets can be either standard (pre-defined) or custom (user-defined).

Types of Permission Sets

Standard Permission Sets

Standard permission sets are predefined in the system, designed with common module-related permissions in mind, and are available across all organisations. Users cannot delete or modify these sets. Any changes, such as introducing new permissions, can only be made by the Capillary technical team. For information on the list of standard permission sets available, refer to the documentation here.

Custom Permission Sets

Custom permission sets can be created by Org Owners, combining permissions from different modules to meet specific organizational needs. These custom sets are only available within the organization where they are created.
Org Owners have full control over custom permission sets, including the ability to update, delete, and modify them. The number of custom permission sets you can create is limited to 20, but you can raise a JIRA request with the platform UI team and increase it based on the request. For more information on the custom permission set, refer to the detailed documentation here.

Viewing Permission Sets

You can navigate to User Management > Permission sets and view the available permission sets.

Assigning Permission Set to Users

Permission sets can be assigned to both Admin and Standard users to grant them the necessary access rights. The process of assigning permission sets varies depending on the user type.

• Organization Owner Users
  Organization Owners have access to all permission sets by default, as they have the highest level of privileges in the system.
• Admin and Standard Users
  For Admin and Standard users, permission sets can be assigned during the following scenarios:
  • User Creation
    When adding a new Admin or Standard user, you can select the relevant permission set(s) to be applied.
    The selected permission set(s) will define the user's access privileges.
  • User Update
    For existing Admin and Standard users, you can modify the assigned permission set(s) as needed.

Custom Permission Sets

Creating a Custom Permission Set

To create permission sets, perform the following:

1. Click Create permission set.

2. Enter the Permission set name and Description for the permission set.

3. Select Start from scratch and click Next.

4. Select the relevant modules and assign the permissions.

5. Click Done. The new permission sets are created.

Editing a Custom Permission Set

To edit a permission set,

1. From the list of Permission sets, click the kebab menu (⋮) of the permission set you want to edit and select Edit.
2. Make the changes as required and click Save Changes.

Deleting a Custom Permission Set

To delete a permission set, from the list of Permission sets, click the kebab menu (⋮) of the permission set you want to delete and select Delete. You can only delete a custom permission set.

List of Standard Permission Set

The following standard permission sets are available and are designed to align with common user roles and responsibilities within the organisation.

• Data Import
• Finance Manager
• MemberCare Authorise
• MemberCare Create
• MemberCare Activate
• MemberCare Goodwill Explore
• MemberCare Explore
• Insights+ Export/Segments/Settings
• Insights+ Reports
• Engage+ Authorize
• Engage+ Activate
• Engage+ Explore
• Program Manager
• Promotion Manager
• Loyalty+ Explore

Data Import

This permission set is suitable for the Data Import team.

Finance Manager

This permission set is suitable for the Finance team.

MemberCare Authorise

This permission set is suitable for the users who approve or reject requests on MemberCare.

MemberCare Create

This permission set is suitable for users who perform create and edit actions on MemberCare. For example, creation of a request.

MemberCare Activate

This permission allows users to view Goodwill requests and edit customer profiles.

MemberCare Goodwill Explore

This permission allows users to view Goodwill requests including the Group goodwill requests.

MemberCare Explore

This permission allows users to view customer details on MemberCare except for the requests.

Insights+ Export/Segments/Settings

This permission allows users to view Insights+ settings, reports, segments and export details.

Insights+ Reports

This permission allows users to view, edit and create reports on Insights+.

Engage+ Authorize

This permission allows users to create and approve a campaign on Engage+. The user will be also able to create and approve Incentives and messages.

Engage+ Activate

This permission set has permissions required to create and approve a workflow on Engage+. In addition, the user can also configuremessages and incentives.

Engage+ Explore

This permission set allows the user to view various Engage+ workflows

Program Manager

This permission set enables a user to create a loyalty program.

Promotion Manager

This permission set enables a user to create a loyalty promation.

Loyalty+ Explore

This permission set enables users to view the Loyalty+ modules.

List of Configurable Permissions

The tables below provide information on the permissions that you can configure for each module when creating a custom permission set. The permissions that do not have a tick mark are the actions that are not available in the permissions.

Campaign Permissions

Loyalty+ Permissions

Member Care Permissions

Insights+ Permissions