The Policies features is available only to accounts that have purchased the feature. Owners and administrators manage access control policies in TD Console.
You grant users access rights through the use of policies. Policies combine permissions together.
Permission areas are:
- Master Segments in Data Workbench
- Audience Studio, which includes segment folders and can also include profiles, predictive scoring, and API tokens
Databases are not part of policy permissions.
Planning your Policy Structure
Create your policy structure in a manner that works best for your organization. You might want to create most of your policies at one time, perhaps using a table matrix to plan out the combination of permissions. Or, you might want to create policies, as you find need.
As you create policies, consider:
Establishing naming convention for your policies
In the policy name, you might want to include the scope or area of permission, the user role, or perhaps a vendor or region assignment for example:
- Full Control X Project EU
- Local Admin VendorX Segments
Provide comprehensive descriptions
You can use the description field to list permissions and levels of access that are contained in the policy.
Refer to policy scenarios for ideas on how to structure your policies.
In the Control Panel > Administration, click Policies to access the Policy work area. In this area, you can create, delete or apply policies.
Click Actions > Create Policy and provide a meaningful name and description to your policy.
Click Permissions and then the edit pencil.
In the following example, you don't want policy members to view all master segments, and therefore leave the Configuration for All Master Segments options unselected:
You then select Limited Access with your ultimate goal in mind, specifying access to specific (not all) segments. You are specifying limited access to Audience Studio:
To specify specific segments, you first select the Master Segment that contains the segment folders that you want to specify, click Add.
You have the option to enable users to view or have full control permission for the Test Master Segment but you opt not to grant that permission. You are designing this policy to grant permission only to a specific segment folder.
Click to edit.
Select the segments that you want to specify from the dropdown box. Click Add.
Specify the permissions for the segment folder that you added.
In the preceding example, users assigned to this policy have full control to one segment folder associated with the 'Test Master Segment'.
|When you grant Full Control, you are also granting access to View, even if the View option is not selected or is deselected. With Full Control, you are enabling a user to view as well as create, edit, and activate all segments in the specified folder.|
Frequently Asked Questions
What happens when you enable or disable the Policies feature
As the account owner, be aware of the actions that occur when you enable or disable policies.
Enabling the Policies Feature
When you enable the Policies feature, you must:
- Create policies that contains specified permissions
- Assign existing users to policies
Disabling the Policies Feature
When you disable the Policies feature, the Policies pane is no longer visible. To view the permissions for your users, you must:
- Go to Administration > Users
- Select to view a user.
- Click Permissions to view and specify permissions.