What is a Team?

A team is the group of users who have been granted access to a space.

Team members are assigned roles and permissions by a space's admin. Team members who have been added to a space's team, but who have not been assigned any role, will have read-only access.

Adding team members to a space is optional: A space can have as many, or as few, team members as the administrator, or administrators, decide.

Users are added by your organization's tenant admin. This is typically done during MXO set up (and afterwards as necessary).

Team roles

Roles, and their associated permissions, determine what each team member can (and can not) do within a space.

Team members can only perform the actions an admin assigns them the permissions to perform. Permissions are grouped into roles.

Each team member can have one or more roles.

The available roles are as follows:

Access. Read-only rights to view information for all components. Has limited permissions to create, edit, and delete Journey lenses and also request Data Exports.
Creator. Has permissions to add and edit Activity Types, Touchpoints, Propositions, Actions, Optimization Points, Assets, Interaction Points, and Eligibility Rules. Users assigned this role do not necessarily have permissions to make deletions.
Publisher. Has permissions to make engagement configurations live – and change which engagement configurations are currently live – making them available to customers.
Admin. In addition to having all the permissions granted to the Creator role, can also delete Activity Types, Touchpoints, Propositions, Actions, Optimization Points, Assets, Interaction Points, and Eligibility Rules. Can perform administrative functions, such as adding and deleting team members and changing a team members role.

For more information about setting up a team and assigning roles to individual team members, see Create and manage your team.

Roles and associated permissions


Section > Component	Permissions	Tenant Admin	Space Admin	Creator	Publisher	Access
Collect > Touchpoints	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	❌	❌	❌
	Edit	✅	✅	❌	❌	❌
	Delete	✅	✅	❌	❌	❌
Collect > Interaction Points	Read List	✅	✅	✅	✅	✅
	Read View Page	✅	✅	✅	✅	❌
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
	Change Optimization Priority	✅	✅	✅	❌	❌
Collect > Interaction Points > Attribute Capture Points	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Collect > Interaction Points > Activity Capture Points	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Collect > Interaction Points > Online Optimization Points	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Collect > Interaction Points > Online Optimization Points > Viewpoints	Read	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Collect > Interaction Points > Offline Optimization Points	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Collect > External Data	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	❌	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	❌	❌	❌
	View Config	✅	✅	✅	✅	✅
Analyze > Operational Metrics	Read Report	✅	✅	✅	✅	✅
Analyze > Data Export	Read List	✅	✅	✅	✅	✅
	Create Export Request	✅	✅	✅	✅	✅
	Export Data	✅	✅	✅	✅	✅
Analyze > Dynamic Audiences > Queries	Read List	✅	✅	✅	✅	✅
	View History	✅	✅	✅	❌	❌
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Analyze > Dynamic Audiences > Audience Statistics	View	✅	✅	✅	✅	✅
Analyze > Dynamic Audiences > Journey Visualization	View	✅	✅	✅	✅	✅
Analyze > Dynamic Audiences > Audience Sharing	View	✅	✅	✅	✅	✅
	Schedule Sharing of Files	✅	✅	✅	❌	❌
	Share Files Manually	✅	✅	✅	❌	❌
	Download Files locally	✅	✅	✅	❌	❌
	Retry Failed Share	✅	✅	✅	❌	❌
Analyze > Engagement Insights	Read Report	✅	✅	✅	✅	✅
Analyze > Audience Destinations	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Orchestrate > Eligibility Rules	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Orchestrate > Priority Rules	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Orchestrate > Actions	Read List	✅	✅	✅	✅	✅
	Preview	✅	✅	✅	❌	❌
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Orchestrate > Assets	Read List	✅	✅	✅	✅	✅
	Preview	✅	✅	✅	❌	❌
	Create	✅	✅	✅	❌	❌
	Upload	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Orchestrate > Datastores	Retrieve Data	✅	✅	❌	❌	❌
	View Summary Data	✅	✅	✅	✅	✅
	Query Data	✅	✅	❌	❌	❌
	Update Live Data	✅	✅	❌	❌	❌
Test & Publish > Monitor	Use	✅	✅	✅	✅	❌
	Delete Customer History	✅	✅	✅	✅	❌
Test & Publish > Test a Touchpoint	Execute	✅	✅	✅	✅	❌
Test & Publish > Recent Changes	Read List	✅	✅	✅	✅	✅
	Push to Launchpad	✅	✅	✅	✅	❌
Test & Publish > Launchpad	Read List	✅	✅	✅	✅	✅
	Rename Snapshot	✅	✅	✅	✅	✅
	Clear	✅	✅	✅	✅	❌
	Publish	❌	❌	❌	✅	❌
Test & Publish > Releases	Read List	✅	✅	✅	✅	✅
	Unpublish	❌	❌	❌	✅	❌
Test & Publish > History	Read List	✅	✅	✅	✅	✅
Test & Publish > Master Switch	Switch On/Off	❌	❌	❌	✅	❌
Configure > Lifecycle Stages	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
	Change Order	✅	✅	✅	❌	❌
Configure > Activity Types	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	❌	❌	❌
Configure > Propositions	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	❌	❌	❌
	Change Hierarchy	✅	✅	✅	❌	❌
Configure > Customer Attributes	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Configure > Data Structures	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
	View Structure	✅	✅	✅	✅	✅
Configure > Profiles	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	❌	❌
	Edit	✅	✅	✅	❌	❌
	Delete	✅	✅	✅	❌	❌
Configure > MXO Tag	Install	✅	✅	✅	✅	✅
Configure > Control Group	Edit	✅	✅	❌	❌	❌
Configure > Team	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	❌	❌	❌
	Edit	✅	✅	❌	❌	❌
	Delete	✅	✅	❌	❌	❌
Configure > Export Config	Use	✅	✅	✅	✅	✅
Admin Settings > API Credentials	Read List	✅	❌	❌	❌	❌
	Create	✅	❌	❌	❌	❌
	Edit	✅	❌	❌	❌	❌
	Delete	✅	❌	❌	❌	❌
Spaces	Read List	✅	✅	✅	✅	✅
	Create	✅	✅	✅	✅	✅
	Edit	✅	✅	❌	❌	❌
	Delete	✅	✅	❌	❌	❌
Datastores API	Read	✅	✅	✅	✅	✅
	Create	✅	✅	❌	❌	❌
	Edit	✅	✅	❌	❌	❌
	Delete	✅	✅	❌	❌	❌
Delete Customer Data (Customer API)	Delete	✅	✅	❌	❌	❌