Netmera User Guide
Netmera Docs
  • ⚡Netmera User Guide
  • What's New?
  • Beginner's Guide to Netmera
    • Introduction to Netmera
    • Integrating Netmera
    • App Dashboard
    • Design Guide
    • Troubleshooting and Support
    • FAQs
    • Your Feedback
  • Terms to Know
  • Guided Videos
  • Messages
    • About Push Notifications
    • Mobile Push
      • Creating a Mobile Push
        • Define Message Type: Setup
        • Define Message Content: What
          • Advanced iOS Settings
        • Define the Audience: Who
        • Define Campaign Schedule: When
        • Test and Send: GO!
      • Elements of Push Notifications
      • Message Categories
      • Personalized Messages
      • Button Sets
      • Define Segment
      • Add Custom Sounds
      • Add Image or Video to Push Notifications
      • Banner, Carousel, Slider and Product Discovery Additional Notes
    • SMS
      • SMS Onboarding
      • Creating an SMS campaign
      • Message Categories
    • E-Mail
      • Email Onboarding
        • Upload Email List
        • IYS (İleti Yönetim Sistemi)
        • Email Integrations
        • Mail Delivery Onboarding
      • How to Create a Mail Template
      • Sending a Mail Campaign
    • Automated Messages
    • Transactional Messages
    • Geofence Messages
    • Push A/B Testing
    • FTP Push & Data Transfer
    • Multi-Language Push
    • Recall Campaigns
    • Netmera AI Text Generator
  • Mobile In-App
    • Mobile In-App / Widget
      • Start Creating
        • Customize Components
          • Spin to Win
          • Custom Button Deeplinks
        • Assign Click Actions
      • Publish
      • Analyze
  • Web Tools
    • About Web Tools
    • Web Push
      • Creating a Web Push Campaign
      • Mobile Web Push for iOS
      • Message Categories
      • Personalized Messages
      • Button Sets
      • Define Segment
      • Tags / Upload User List
      • Fancy Box Setup
    • Web Transactional Push
      • Web Transactional Push Deeplink
    • Web Pop-Up / Widget
      • Start Creating
        • Customize Components
          • Spin to Win
        • Assign Click Actions
      • Publish
      • Analyze
    • Web Feedback Button
      • Create a New Web Feedback Button
        • How to Customize Widgets
        • Adding Click Action
    • Web Personalization
      • Web Personalization Dashboard
      • Create a New Experience
        • Setup and Rules
        • Creating Experiences
  • Web Analytics
  • Customer Journeys
    • Journeys
      • Setup
      • Entry Rules
      • Audience
      • Build Journey
        • Journey Components
          • State
          • Branch
          • Action
      • Launch
      • Journey Analytics
      • Journey Examples
        • Action-Based Engagement Journey
  • Customer Data
    • About Customer Data
    • Profile Attributes
      • Creating Custom Profile Attributes
    • Events
      • Netmera Events
      • Creating Custom Events
      • Event Insight
    • Tagless Data Capture
    • IYS Integration
  • Targeting
    • About Targeting
    • People
    • Tags
    • Segments
      • AI-Based Segments
      • Ready to Use Segments
      • Rule Based Segments
        • Create New Rule Based Segment
      • Connector Segments
      • Segment Details
    • File Transfers
    • Geofence
  • Reports & Analytics
    • Reports
      • Glossary
      • Campaigns
        • Push Reports
        • Email Reports
        • SMS Reports
      • Automated, Transactional & Geofence Push Reports
      • Total Users
      • Installs
      • Event Reports
        • Daily Event Count
        • Hourly Usage
      • KPI's Monthly
      • App Tracking
      • Application Version
      • Audit Logs
      • Export
      • Channel Reachability
    • Analytics
      • Funnel Analysis
        • Create New Funnel
      • Profile
      • Event Insight
      • People Insight
      • Uninstall
      • Opt Out
      • Revenue and Conversion
      • Customer Touch
      • Retention and Cohort
      • Web Analytics
  • Panel Settings
    • Netmera Panel Settings
      • General Settings
      • Test Devices
      • Users
      • Roles and Permissions
      • Button Sets
      • Message Categories
      • Message Labels
      • Landing Pages
      • WebHooks
      • App Tracker
      • Reports Settings
      • Business Units
      • Coupon Code Lists
  • Developer Guide
    • Netmera Developer Guide
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  • Roles
  • Permissions

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  1. Panel Settings
  2. Netmera Panel Settings

Roles and Permissions

Settings -> Roles and Permissions -> Create New Role

Roles

The level of access and permissions for each user role can be customized to suit the organization's needs, ensuring that the right individuals have the appropriate level of control and visibility over the platform's features and data. Netmera's user management system allows administrators to invite, assign roles, and manage users effectively, providing a collaborative environment for teams working with the platform.

Some examples are as following:

  1. Application Admin (App Admin): This role has extensive privileges, including approving recommendations, creating and managing campaigns, managing app settings, creating and managing push messages, handling crash reports, and more.

  2. Developer: Developers have permissions related to push backends management, creating in-app messages, managing channels, approving catalog push messages, handling app information, setting up A/B testing, managing profile attributes, creating push messages, and more.

  3. Marketer: Marketers can see and manage campaigns, create web and email messages, manage geofence settings, conduct A/B testing, access advanced analytics, manage user segments, and more.

  4. Viewer: Viewers have read-only access and can see user reports, view recommendations and reports, access catalog push messages, and review app dashboard data.

  5. Approver (Campaign Approver): This role focuses on approving campaigns, managing catalog push messages, and providing approval for specific actions.

  6. Call Center: This role is summarized as "Call Center," and specific privileges for this role were not provided in the description.

Each role is designed to cater to specific responsibilities and tasks within the Netmera platform, ensuring efficient collaboration among team members while maintaining data security and access control.

Permissions

Click on Create New Role and follow the steps,

Role Info:

  • Role Name: Enter Role Name

  • Description: Enter Role Description

  • Business Unit: Select Business Unit

Once you have filled in the required Role Name, Description, Business Unit, and selected the necessary Permissions, click the "Create Role" button to save the new role with the specified settings. The new role will then be available for assignment to users within the Netmera platform, allowing them to perform the designated actions and tasks based on the assigned permissions.

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Last updated 1 year ago

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Role Info