Set up user permissions
Customer Insights - Data is a unique application in the fact that most of your organization's users won't access the application directly. Rather, they'll consume data from Customer Insights - Data in the applications that they use every day.
For example, an employee at a retail store might have a customer greeter application on a tablet. When a customer arrives at the store, the employee opens the greeter application, which is supported with data from Customer Insights - Data. This feature provides the employee with a complete picture of who the customer is. In another example, a marketing professional might use segments that were created in Customer Insights - Data in the marketing application that they use to interact with customers.
Typically, each organization will have a few users who are working in the application. These users might include the administrators who are configuring the data sources and creating the customer profiles. Or they might be data analysts who understand the daily aspects of your business. These users are the ones who build the measures, segments, and insights that are being consumed by your users in the other applications.
People who will be working in the application should have the necessary permissions to do what they need to in the application. Administrators can verify and grant permissions from the Permissions page under the Admin section.
Any person who will be accessing the Customer Insights - Data application directly should be set up as a user in the application and assigned with a security role.
The types of roles that you can choose from are:
Viewer
Contributor
Administrator
Viewer role
The Viewer role is the most restrictive of the roles in the application. Its focus is on providing visibility to data, but not granting the ability to modify or create anything in the application.
Users who are assigned to the Viewer role can do the following actions:
Explore insights and segments within the Home and Segments pages.
Search and filter customer profiles by using the Customers page. Fields must be searchable.
View and explore the Enrichment page.
Explore and export entities by using the Entities page.
View the status of system processes by using the System page.
View exports on the Exports page.
Install and use the Power BI Customer Insights dashboard.
Contributor role
The Contributor role provides more control to perform data-related tasks in the application. This role is recommended for users who will likely be ingesting the data in the application and creating items like segments and measures.
Users who are assigned to the Contributor role can do the following actions:
Load and transform data by using the Data sources page.
Complete the Data Unification sections (Map, Match, and Merge), which result in the unified customer profile entity.
Define Relationships and Activities.
Create segments by using the Segments page.
Create measures by using the Measures page.
Manage configuration and enrich customer profiles from the Enrichment page (for Microsoft enrichments only).
Manage and create exports based on connections that are shared with contributors.
Administrator role
Users who are assigned to the Administrator role have all permissions that are available to the contributors and can also:
Change settings on the System page, including the working language and refresh schedules for your system processes.
View and add permissions by using the Permissions page.
Set search and filter definitions for the Customers page by using the Search & filter index page (accessible through the Customers page).
Manage connections and allow them for other user roles on the Connections page.
Manage configuration and enrich customer profiles from the Enrichment page (for all enrichments).
Manage and create exports on the Exports page.
Install and use the Customer Card Add-in.
Add and use the Power Apps connector.
Enable usage of Customer Insights APIs.
Assign roles and permissions.