Context assignments

Company > Users > Roles > Context Assignments

Important: When you need to expand a role's usual data access, always use the Data View property in Medallia Admin Suite. Context assignments are a legacy feature, and serve only act as a fallback option when the Data View property has not been configured for an Invitations List report.

Assigns contexts and Roles to standard reports and navigation. Permission contexts supplement and override the account permissions, but only in the specific context in which they are applied. Use this screen to apply a context to a standard report or standard navigation area of the dashboard, and thereby give a different access permission than what would normally be available to the Role.

To assign a context to a custom dashboard or report, do so in Admin Suite.

Note: For a complete discussion of access control and permission contexts, see Roles, permissions, and capabilities.

The following illustration shows how Context Assignments associate a Role, permission context, and a standard report.

Illustration mapping Context Assignments to a Role, permission context, and a standard report

Properties

These properties appear when a context assignment is selected, or when creating a new assignment.

Role
Role to include in the association.
Permission Context Assignment

Area of Medallia Experience Cloud affected by the permission context. Choose one of:

  • SATISFACTION: Satisfaction Tab.
  • RANKER: Ranker Tab (can be overridden from Reporting > Reports > Ranker), and the Invitations > Invitation Ranker Sub Tab.
  • PROBLEMS: Problems Tab.
  • PROFILER: Profiler Tab.
  • ACTION_PLANNER: Action Planner Tab.
  • RIVAL_TRACKER: RivalTracker Tab.
  • PROGRAM_STATS: Stats Tab.
  • NOT_USED
  • CROSS_TAB
  • INVITATION_MANAGEMENT: Invitations Tab (Filter and Record Sub Tab).
  • EPISODE_INVESTIGATOR: Imported Records Tab.
  • DATA_API_AGGREGATE
  • MY_DASHBOARDS
  • SOCIAL_RIVALS: Affects all three tabs of social rivals
Permission Context

The Permission Context to use with this assignment.