Roles and permissions in Data Center

This page lists the actions of each role in Data Center. An Admin can change each connection. A Viewer can read each tab and can label campaigns with tactics. Roles and members is the main page for the two roles, and it defines each role.

The product text uses the words admin and account admin for the Admin role.

Actions by role

Action	Role	Notes
See the tabs, the tables, the statuses, and the dates	Admin and Viewer	An Admin and a Viewer can each read Data Center.
Label campaigns with tactics and save the labels	Admin and Viewer	The Tactics tab lets each person stage and save tactic labels.
Copy a setup link	Admin and Viewer	The link opens the setup dialog of one channel. The person who opens the link needs an Admin role to connect the channel.
Add a channel or an integration	Admin	Add channel and Add integration show only for an Admin.
Connect, reconnect, or change the credentials of a channel	Admin	The row menu shows for each person. For a Viewer, the setup dialog opens, and Data Center refuses the change with a permission message.
Use the Manage menu of a hosted connect card: sync, pause, resume, or disconnect	Admin	A Viewer who uses an item gets a permission message.
Start a sync, add a data patch, or remove a channel	Admin	The row menu shows for each person. A Viewer who uses an item gets a permission message. The Data patch dialog opens for a Viewer, and Data Center refuses the save.
Add, rename, or delete a custom tactic	Admin	Manage tactics shows only for an Admin.
Confirm or flag numbers during onboarding	Admin	A Viewer sees the numbers and a line that says an account admin must review them.

Tactics

Subject	Rule
Who can label	An Admin and a Viewer can each label campaigns and save the labels.
Who can manage tactics	Only an Admin can add, rename, or delete a custom tactic.

Onboarding

Subject	Rule
Who can confirm data	Only an Admin can confirm or flag a number. A Viewer sees the numbers.

View of a Viewer

Add channel, Add integration, and Manage tactics do not show.
The menu of a channel row shows each item. Data Center refuses each action that needs an Admin. Edit connection and Data patch open their dialogs, and Data Center refuses the change at the save.
An empty Channels tab shows the line Ask an admin to add the channels you want to measure.

Message	Cause
You don't have permission to manage this connection.	You are a Viewer, and the action needs an Admin.

Data Center: the guides and the concepts of the product area.
Invite and manage members: the steps to give a person a role.
Label campaigns with tactics: the task that a Viewer can do.
Complete onboarding in Data Center: the steps that need an Admin.