Access Control Overview
Connect uses Departments to configure and enforce access control. Connect objects such as conversations and campaigns belong to a department, and only users who belong to the associated department may see and access these objects.
Users may belong to one or more departments. The Connect UI allows users to access all the objects from all the departments they belong to. This ensures that users cannot access any objects from other departments.
A Security Profile is a set of access privileges, such as being able to view and edit campaigns. Departments and users may have security profiles associated to them. Normally, a user's security profile determines the user's access privileges. However, a departmental security profile will override the user's security profile for objects in that department. The Security Profile Department drop down allows the user to select a departmental security profile.
User Hierarchy in Connect
Connect administrators can create new users and departments. The new users are assigned to one or more departments as required. User privileges are based on the assigned department.
Users Assigned to One Department
The following rules apply to users assigned to one department:
Only have access to conversations and campaigns in their department
View department reports for their department only
Can be reassigned to another department by users with administrative privileges
Can subscribe customers to only those conversations associated with their department
Users Assigned to Multiple Departments
Users assigned to all departments can do the following:
Create and edit campaigns and conversations for any department
View reports for any departments
Subscribe customers to conversations and campaigns associated with any department
Glossary
Department: A line of business in an organization (e.g. Marketing)
Users: Any individual with functional access to Connect
Administrators: Connect users with privileges to manage departments, add users and set privileges
Users Assigned to One Department: These users can create, edit and launch campaigns and view reports associated with that department.
Users Assigned to Multiple Departments: These users can create campaigns, edit campaigns and view reports for multiple departments.