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Roles

Customizer Admin and Runtime use the unified role-based permissions model. Out of the box, Customizer offers a number of roles that cover the most common use cases, with additional roles available as a client-specific customization.

Out-of-the-box roles include:

Role

Usage

Administrator

Provides full access to the Customizer instance

Administrator users can:

  • Grant and revoke permissions to other users

  • Manage product configuration

  • Manage data integrations

  • Manage instance-wide settings such as Recipe Settings, Attribute Mapping, etc.

  • Manage instance applets

  • Ability to view analytics

Manage Configuration

Provides permissions to manage product configuration, including:

  • Manage product configuration

  • View and trigger data integrations

  • View and use instance applets

  • Ability to view analytics

  • Includes View Configuration permissions

Runtime Configuration

Provides permissions to view product configuration data, use the product data in the runtime widget, and the ability to save and retrieve recipes.

Users with this permissions level are unable to modify any of system settings, product configurations, etc - with the only ability to save recipes.

This is the primary permissions levels for the runtime usage, for example for connecting the front-end widget to the respective backend instance.

Runtime Orders Configuration

Allows to associate recipes and orders. Depending on the necessary fiscal accuracy of reports:

  • If an order tracking is implemented using a tracking pixel on the order confirmation page, a storefront widget API key may have both roles assigned

  • If an order tracking is implemented through a backend API call, it is recommended to have two separate API keys, one for storefront usage and another for backend order tracking.

Manage Orders

Provides the ability to view and modify order data.

  • View orders list

  • Update order details

  • Update proofs and production files

Customizer does not store client e-commerce order data. Instead, Customizer “order” is simply a recipe that has an associated Order Number.

View Orders

Provides the ability to browse order data

  • View orders list

  • View order details

  • Retrieve order proofs and production files

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