Permissions are granted on a per user basis and allows a user to access features and functionalities for each respective Sourcepoint product. In this article, we will cover the various permissions that can be assigned for each of Sourcepoint's products.
Zendesk Authentication
Sourcepoint utilizes Zendesk solutions to manage its help content and ticket submissions. Below are the permissions that be can be assigned related to our partnership with Zendesk:
Permission | Description |
All access |
This setting enables a user to access all features across all Sourcepoint products and properties to which they have been given access (which includes Zendesk authentication). Note: Allows a user to create new properties for Dialogue/CMP. |
Zendesk authentication | Allows a user's credentials to persist across the Sourcepoint portal and our help center. If enabled, will allow the user to submit/manage their tickets, and subscribe to articles/sections in our help center. |
Dialogue/CMP permissions
Dialogue/CMP permissions allow a user to access different CMP features and functionalities for the Dialogue properties to which they have been given access. Below are the permissions that can be assigned for Dialogue/CMP:
Permissions | Description |
All access |
This setting enables a user to access all features across all Sourcepoint products and properties to which they have been given access. Note: Allows a user to create new properties for Dialogue/CMP. |
Templates | User can create, edit, and delete account templates. |
Reporting U.S. Privacy | User can run, manage, and export U.S. Privacy reports. |
Reporting TCFv2 | User can run, manage, and export GDPR reports. |
Campaign Public | User can launch a messaging campaign to a public environment. |
Vendor List - GDPR | User can create, edit, and delete GDPR TCF and GDPR Standard vendor list. |
Vendor List - U.S. Privacy | User can create, edit, and delete U.S. Privacy Standard vendor list. |
Change Log | User can access the change log for your organization. |
Property Management |
User can access property and property group pages to manage Dialogue/CMP properties for which they have access. Allows the user to edit and delete a property for which they can access |
Campaign Staging | User can launch a messaging campaign to a staging environment. |
Campaign Entities |
User can create, edit, and delete components of a campaign. These elements are:
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Diagnose permissions
Diagnose permissions allow a user to access Sourcepoint's Diagnose dashboards for the Diagnose properties to which they have also been given access. Below are the permissions that can be assigned for Diagnose:
Permission | Description |
All access |
This setting enables a user to access all features across all Sourcepoint products and properties to which they have been given access (which includes Diagnose dashboards). Note: Allows a user to create new properties for Dialogue/CMP. |
Diagnose Dashboard | Allows user to view, manage, and export Diagnose dashboards from their Sourcepoint account. |
Privacy Lens permissions
Privacy Lens permissions restrict the editing abilities a user can perform in the platform. Below are the permissions that can be assigned for Privacy Lens:
Permission | Description |
All access |
This setting enables a user to access all features across all Sourcepoint products and properties to which they have been given access. When enabled, the user will be assigned Advanced permissions for Privacy Lens. Note: Allows a user to create new properties for Dialogue/CMP. |
Advanced | Users can create, edit and delete standards and property sets. |
Read Only | User can only view results. |
Basic | Users can create, edit, and delete property sets only. |
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