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).
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.
Templates User can create, edit, and delete account templates
Reporting CCPA User can run, manage, and export CCPA 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 - CCPA User can create, edit, and delete CCPA Standard vendor list. 
Change Log User can access the change log for your organization.
Property Management User can create, edit, and delete property and property groups.
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:

  • messages
  • scenarios
  • partition sets

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).

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. 

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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