Permissions

The extension ships with fine-grained roles you can assign under Settings → Users & permissions, grouped under Post-Purchase Cross-Selling & Upselling. Assign only what each team member needs.

The roles

• Viewer: View campaigns and all the data they reference (products, media, sales channels, customer groups, countries, payment methods, categories, manufacturers and Shopping Experiences layouts). The Analytics, Activity and Health tabs each need their own role on top.
• Editor: Edit existing campaigns. Builds on Viewer.
• Creator: Create new campaigns. Builds on Viewer and Editor.
• Deleter: Delete campaigns. Builds on Viewer.
• Analytics viewer: See the Analytics tab. Builds on Viewer.
• Health viewer: See the Health tab. Builds on Viewer.
• Log viewer: See the Activity tab and read the offer events and acceptance records. Builds on Viewer.

How the roles build on one another

Roles build on one another: for example, Creator includes Editor and Viewer, so granting Creator is enough to view, edit and create.