Connect uses Departments to configure and enforce access control. Connect objects, like conversations and campaigns, each belong to a Department, and only Users who belong to the Department may see these objects.
Users may belong to one or more Departments. The Connect UI allows Users to access all the objects from all the Departments they belong to, and it ensures that Users can not access any objects from other Departments.
A Security Profile is a set of access privileges, such as being able to view and edit campaigns. Departments and Users may have Security Profiles associated with them. Normally the User's Security Profile determines the User's access privileges. However, a Departmental Security Profile may override the User's Security Profile for objects in that Department. The Security Profile Department drop down allows the User to select a Departmental Security Profile.
User Hierarchy in Connect
Connect administrators can create new users and departments. The new users are assigned to one or more departments as required. User privileges are based on the assigned department.
Users Assigned to One Department
The following rules apply to users assigned to one department:
- Only have access to conversations and campaigns in their department.
- View department reports for their department only.
- Can be reassigned to another department by users with administrative privileges.
- Can subscribe customers to only those conversations associated with their department.
Users Assigned to Multiple Departments
Users assigned to all departments can do the following:
- Create and edit campaigns and conversations for any department.
- View reports for any departments.
- Subscribe customers to conversations and campaigns associated with any department.
Glossary
Department
A line of business in an organization is a department. For example, marketing is a department.
Users
Any individual with access to Connect.
Administrators
Administrators are users with privileges to administer departments, add users and set privileges.
Users assigned to one department
Connect users assigned to one department can create, edit and launch campaigns, view reports associated with that department.
Users assigned to multiple departments
Connect users assigned to multiple departments can create campaigns, edit campaigns and view reports for all departments.