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 or property groups 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. 

Campaign Entities 

User can create, edit, and delete components of a campaign. These elements are:

  • messages
  • scenarios
  • partition sets
Campaign Public User can launch a messaging campaign to a public environment.
Campaign Staging User can launch a messaging campaign to a staging environment
Change Log User can access the change log for your organization.
External Reporting API  
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.

Reporting CCPA User can run, manage, and export U.S. Privacy (Legacy) reports.
Reporting TCFv2 User can run, manage, and export GDPR reports.
Templates User can create, edit, and delete account templates
Vendor List - CCPA User can create, edit, and delete U.S. Privacy (Legacy) vendor list. 
Vendor List - GDPR User can create, edit, and delete GDPR TCF and GDPR Standard vendor list. 
Vendor List - U.S. Multi-State User can create, edit, and delete U.S. Multi-State Privacy vendor list. 

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. 
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