Rights Reference

When you create a user record or group, you assign rights that determine which modules the user or group members can access and the functions they can perform.

Notes:
  • Giving a right to a user never grants additional rights. For example, the Activity, Edit right does not allow a user to view activities. The user must also have the Activity, View right.
  • If you rename an object in the Terminology module, rights for that object use the name you configured.

This table describes the rights you can assign.

Right Tasks Enabled Modules
Activity Assets, Admin

Controls Admin options seen on the Aprimo DAM Assets for Activity List page.

  • Sharing assets across projects
  • Activity List
  • DAM Workflow
Activity Cell Lock, Access Lock and unlock the cell matrix from the activity page. Cells cannot be edited or deleted when the cell matrix is locked.
  • Activity List
  • Cell Matrix

Activity Proposal, Add

Create activity proposals and proposal templates.

Note:
A user must also have the Proposal, Edit right to create an activity proposal or proposal template.
  • Activity Proposal List
  • Proposal Templates

Activity, Add

Add activities.

Note:
A user must also have the Activity, Edit right to create an activity.
  • Activity List

Activity, Delete

Delete activities and creative reviews, sub-activities, and versions in activities.

Note:
A user must also have the Activity, View and Activity, Edit rights to delete activities, creative reviews, sub-activities, and activity versions.
  • Activity List

Activity, Edit

Edit activities.
  • Activity List

Activity, Edit Funding Account Allocation

Edit an activity's funding account allocation.
  • Activity List

Activity, Mass Update

Update batches of activities to which you have edit rights.
  • Activity List

Activity, View

View activities, and activities on the calendar if also on the activity access list.
  • Activity List
  • Calendar

Agile Board, Access

Access the Agile Board.
  • Agile Board
AI Administrator

Administration of Smart Actions.

Enable or disable Content Coach on a Collection.
  • Content Coach

Analysis, Admin

Access, edit, and delete rights to every object, module, and function in the Analysis Administration modules.
  • Analysis Administration modules

Analysis Admin, Advanced SQL

Create custom analysis objects by entering SQL directly in the application.
  • Analysis Objects

Analysis, Web Service Access Administration

Expose a list or summary report that is not configured with a chart to the Aprimo Reporting API for use by external reporting applications.
  • Reports
  • MPM API

Annotations, List Access

View the list of annotations and tags.
  • Annotations and Tags

Annotations, Manage

Resolve and reject annotations.
  • Annotations and Tags

Annotations, Set Up Link

Add a reference link to an annotation.
  • Annotations and Tags

Attachments, Delete

Delete attachments and attachment versions.

Caution:
In order for the Attachments, Delete right to allow the user to delete an attachment, the configuration of the Attachments Require Edit Security and Enforce Attachment Security system parameters must allow that user to delete that attachment.
Note:
Users who do not have the Attachments, Delete right but have the System Administration, Access right can delete attachments.
  • Attachments
Attachments, Manage Websites and Aprimo Microsites

Create and access attachments and attachment versions for websites and Aprimo microsites.

Access the Annotation Viewer for attachments without activated annotations.
  • Attachments
  • Reviews Portal

Audience Codes, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete audience codes.
  • Audience Codes

Audience Codes, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View audience codes.
  • Audience Codes

Audience, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete audience member records.
  • Audience Members Master List

Audience, Mass Delete
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Delete a group of audience member records.
  • Audience Members Master List

Audience, Merge
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Merge audience member records.

Note:
The right to merge audience member records overrides any restrictions on secure attributes.
  • Audience Members Master List

Audience, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View audience member records.
  • Audience Members Master List

Audio and Video, Transcode
Note:
This field applies to Aprimo Marketing Studio 9.1 only.

Transcode audio and video files into a format the application can play.
  • Annotations and Tags
  • Attachments
  • Digital Assets

Authorization Rules, Edit

Add, edit, and delete authorization rules.
  • Authorization Rules

Authorization Rules, View

View authorization rules.
  • Authorization Rules

Authorization Trees, Edit

Add, edit, and delete authorization trees.
  • Authorization Trees

Authorization Trees, View

View authorization trees.
  • Authorization Trees
Budget Allocation, Access Access the Budget Allocation feature, which provides capabilities to perform both top-down and bottom-up allocation of marketing budgets in a planning stage, with easy activation into funding accounts and financial hierarchies.
  • Funding Accounts
Budget Setup, In-Year Edit Edit planned funding account budget totals without using adds, cuts, and transfers.
  • Funding Accounts

Business Rules, Edit

Add, edit, and delete business rules.
  • Business Rules

Business Rules, View

View business rules.
  • Business Rules

Calendar Event, Edit

Add, edit, and delete calendar events.
  • Calendar Events

Calendar Event, View

View calendar events.
  • Calendar Events

Calendar, Advanced Criteria Builder

When building a calendar, specify advanced criteria to filter an object that will appear on the calendar.
  • Calendar

Calendar, Build and Edit

Build, edit, and inactivate calendars.
  • Calendar

Calendar, View

View the calendar list and the calendars that you can access.
  • Calendar

Campaign, Ad Hoc Data, Access

Access the Ad Hoc Data module, add new data, and edit existing entries.
  • Ad Hoc Data

Campaign, Admin

Access, edit, and delete rights to every object, module, and function in the Campaign Administration modules.

Note:
In Aprimo Marketing Studio 9.1, this domain right is named CM, Admin.
  • Campaign Administration modules

Campaign, Advanced SQL Access

Use the Advanced Query Builder.

Note:
In Aprimo Marketing Studio 9.1, this domain right is named CM, Advanced SQL Access.
  • Contexts in a universe
  • Query Library
  • Segmentation tools
Campaign, SQL Agent Access Apply SQL agents and edit any unlocked attributes in an applied agent.
  • Segmentation Designer

Change Orders, Access

View, edit, and delete change orders.

Note:
A user must also have the Project, Edit domain right to create change orders.
  • Change Order List
Chat, Activate Allows the creation of chat boards.
  • Chat

Chat, Delete Content

Delete activity and project topics, responses, and entire chat boards that you can access.
  • Chat

Client, Edit

Add, edit, and delete client records.
  • Master Clients List

Client, View

View client records.
  • Master Clients List

Commitment, Mass Entry

Create commitments. View and edit only the commitments created by the user.
  • Commitment Management
  • Commitments in an activity

Commitments Approval, Access

Approve or reject a commitment. This right is needed only for these conditions:

  • The Commitments Approval system parameter is set to Yes - By Commitments Approval, Access Security Right (Pooled).
  • Authorization Rules are used and the Final Approval Pooled flag is set to Yes.

For more information, see Financial Information Security in Users.
  • Commitment Approvals

Commitments Approval, Edit

Edit a commitment in the Commitments Approvals module before approving or rejecting it. For more information, see Financial Information Security in Users.
  • Commitment Approvals

Commitments, Edit

Add, edit, and delete commitments provided the user meets 1 of these conditions:

  • The user is on the financial access list for an activity associated with the commitment.
  • The user is in the finance group associated with an activity with which the commitment is associated.
  • Commitment Management
  • Commitments in an activity

Commitments, Mass Close

Update multiple commitments at once from the Commitment Management list page.

  • The user is on the financial access list for an activity associated with the commitment.
  • The user is in the finance group associated with an activity with which the commitment is associated.
  • Commitment Management

Commitments, Modify Approvers

Edit a commitment's approvers list.
  • Commitment Management
  • Commitments in an activity

Commitments, View

View commitments provided the user meets 1 of these conditions:

  • The user is on the financial access list for an activity associated with the commitment.
  • The user is in the finance group associated with an activity with which the commitment is associated.
  • Commitment Management
  • Commitments in an activity
  • Commitment Approvals

Company, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete company records.
  • Master Companies List

Company, Merge
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Merge company records.
  • Master Companies List

Company, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View company records.
  • Master Companies List

Configuration Mover, Export
Note:
This domain right is available in Aprimo Marketing Studio 9.1 only.

Access the configuration mover's Export Configuration Jobs module without additional system administration rights.
  • Export Configuration Jobs

Configuration Mover, Import
Note:
This domain right is available in Aprimo Marketing Studio 9.1 only.

Access the configuration mover's Import Configuration Jobs module without additional system administration rights.
  • Import Configuration Jobs

Contact History, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete contact history records.
  • Contact History in an audience member record
  • Contact History in a company record
  • Contact History in a household record

Content Library, Edit

Add, edit, and delete content items used in the HTML designer.
  • Content Library

Content Library, View

View content items used in the HTML designer.
  • Content Library
Creative Reviews, Access Drives the display of the main navigation item "Creative Reviews" in the Additional Resources section. If a user has this right, the Creative Reviews menu item will display. Does not affect any other functionality.
  • Activity List

Creative Review Template, Edit

Add and delete creative review templates.
  • Creative Review Templates

Dashboards, Access

View dashboards on My Home Page.
  • My Home Page

Dashboards, Edit

Access the Dashboards module to create, edit, and delete dashboards.
  • Dashboards

Data Loader, Manage

Access the Data Loader's Import Job List module in System Tools to create and view import jobs.

Note:
Users who have this right, but not the System Administration, Access right, can only access the Import Job List module. They cannot access data loader templates or scheduled jobs.
  • Import Job List

Data Source Management, Access
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Access the modules used to import data into the application.

If a user has this right but does not have the System Administration, Access right, the user can access System Tools, but only the Datasource Management modules.
  • Databases
  • Data Sources
  • Data Cleansers
  • Load List Templates

Derived Variable, Edit

Add, edit, and delete derived variables.

Note:
This field is available in Aprimo Marketing Studio 9.1 only.
  • Derived Variables

Derived Variable, View

View derived variables.

Note:
This field is available in Aprimo Marketing Studio 9.1 only.
  • Derived Variables

Digital Asset Portal, Access

Access the Digital Assets Portal. View the digital assets that the user has permission to access. Create tags for the reference documents that the user has permission to access.
  • Digital Assets Portal

Digital Asset Portal, Imitate User

This domain right is no longer used.

Digital Asset Portal, Override Table Areas

This domain right is no longer used.

Digital Assets, Access Expired Digital Assets

Access expired digital assets. The system administrator can give a user with this right full administrative rights to the Expired Digital Assets module. The system administrator can also configure access lists for the digital assets to limit which users can view them.

Note:

To view specific digital assets on the Expired Digital Assets List page when the application is configured to use access lists for expired digital assets, the user must also have these rights:

To edit specific digital assets on the Expired Digital Assets List page, the user must also have these rights:
  • Expired Digital Assets

Digital Assets, Ad Builder

This domain right is no longer used.

Digital Assets, Admin

Manage digital asset folders and digital asset packages.

Note:

To view digital assets, the user must also have these rights:

To edit digital assets, the user must also have these rights:
  • Manage Folders
  • Manage Packages

Digital Assets, Custom Approvals

This domain right is no longer used.

Digital Assets, Customizer

This domain right is no longer used.

Digital Assets, Download

Download digital asset rendition files from the Digital Asset Info page.

In the Digital Assets Portal, this right enables users to perform these functions:

  • Download digital asset renditions.
  • Download On-Demand files
  • Add renditions to the cart for downloading either individually, or as a group.
  • Manage Digital Assets
  • Manage Packages
  • Digital Assets Portal

Digital Assets, Edit

Add, edit, and delete digital assets and packages.

See and use the Send Link button to send a notification containing a link to access the digital asset.

See the most recent Aprimo DAM file name when selecting an Aprimo DAM asset as an attachment to a Work Request. Without this domain right, a modified Aprimo DAM file name will display as "No File".
  • Manage Digital Assets
  • Manage Packages
  • Digital Assets Portal

Digital Assets, Print on Demand

This domain right is no longer used.
  • Digital Assets Portal

Digital Assets, Print on Demand Approvals

This domain right is no longer used.
  • Print on Demand Approvals

Digital Assets, Print on Demand FastTrack

This domain right is no longer used.
  • Digital Assets Portal

Digital Assets, Publish

This domain right is no longer used.

Digital Assets, Send Link

See and use the Send Link button to send a notification containing a link to access the digital asset.
  • Manage Digital Assets
  • Digital Assets Portal

Digital Assets, View

View digital assets and packages. Also enables you to view and select digital assets to use as background images, images, or hyperlinks in a microsite.
  • Manage Digital Assets
  • Manage Packages
  • HTML Designer

Distribution Groups, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete distribution group records.
  • Distribution Groups

Distribution Groups, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View distribution group records.
  • Distribution Groups

Email Processing, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete email processing information.
  • Email Accounts
  • Email Mappings
  • Bounced Terms
  • Bounce Categories

Email Processing, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View email processing information.
  • Email Accounts
  • Email Mappings
  • Bounced Terms
  • Bounce Categories

Encoded Titles, Edit

Translate the field titles and list options in the application user interface.
  • Translate Encoded Titles
Expense Category, Hierarchy View

View expense hierarchies.

Note:
Users can view only those expense category hierarchies for which they are on the access list.
  • Expense Hierarchies
Expense Category, List View View expense category data.
  • Expense Categories

Facility, Edit

Add, edit, and delete facility records.
  • Facilities
  • Facility Classifications

Facility, View

View facility records.
  • Facilities
  • Facility Classifications

Financial Hierarchies, View

Access the Financial Hierarchies page.

Note:
Users can view only those financial hierarchies for which they are on the access list.
  • Financial Hierarchies

Financial, Finance Group Administrator

View and edit funding accounts, make transfers, and promote funding accounts to planned accounts.

Manage fiscal year plans, closeouts, and financial snapshots.

Note:
A user with this right can access only the financial information associated with the finance groups of which the user is a member.
  • Fiscal Year Plans
  • Financial Snapshots
  • Closeouts
  • Funding Accounts

Financial, General Administrator

Access, edit, and delete rights to every object, module, and function in the Financial Administration modules.
  • Financial Administration modules

Forecast Approvals, Access

View the forecast approvals assigned to you. For more information, see Financial Information Security in Users.
  • Forecast Approvals
  • My Reviews
  • Reviews Portal

Forecast Approvals, Modify Reviewers

Add, edit, or delete a forecast approval's reviewers.
  • Forecast Approvals
  • My Reviews
  • Reviews Portal
Forecasts, Edit

Allows the adding or editing of Forecasts for any Activity or Activity Proposal, as well as during a Forecast Approval, if the following conditions are also true:

  • The user has the "Activity, Edit" right
  • The user is on the Financial Access List for Editing for the Activity associated with the Forecast
  • Plan & Spend
Forecast, Override Change, add, or remove funding accounts on activities during the fiscal year.
  • Activities

Forms, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete inbound forms and outbound messages.
  • Inbound Forms
  • Outbound Messages

Forms, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View inbound forms and outbound messages.
  • Inbound Forms
  • Outbound Messages

Full Text Search, Access

This right will be used with an early adopter feature that will be available in a future release.
  • Full Text Search

Funding Account, Edit

Add, edit, and delete a funding account, provided the user is on its access list.
  • Funding Accounts

Funding Account, View

View a funding account, provided the user is on its access list.
  • Funding Accounts

Generic Object Alpha, Delete

Delete Alpha generic objects from activities.

Note:
A user must also have the Alpha, View and Alpha, Edit rights to delete an Alpha object.
  • Activities
  • Alpha Generic Objects

Generic Object Alpha, Edit

Create and edit Alpha generic objects in activities.
  • Activities
  • Alpha Generic Objects

Generic Object Alpha, View

View Alpha generic objects in activities.
  • Activities
  • Alpha Generic Objects

Generic Object Bravo, Delete

Delete Bravo generic objects in projects.

Note:
A user must also have the Bravo, View and Bravo, Edit rights to delete a Bravo object.
  • Bravo Generic Objects
  • Projects

Generic Object Bravo, Edit

Create and edit Bravo generic objects in projects.
  • Bravo Generic Objects
  • Projects

Generic Object Bravo, View

View Bravo generic objects in projects.
  • Bravo Generic Objects
  • Projects

Generic Object Charlie, Delete

Delete Charlie generic objects in the Charlie master list.

Note:
A user must also have the Charlie, View and Charlie, Edit rights to delete a Charlie object.
  • Charlie Generic Objects

Generic Object Charlie, Edit

Create and edit Charlie generic objects in the Charlie master list.
  • Charlie Generic Objects

Generic Object Charlie, View

View Charlie generic objects in the Charlie master list.
  • Charlie Generic Objects

Generic Object Delta, Delete

Delete Delta generic objects in the Delta master list.

Note:
A user must also have the Delta, View and Delta, Edit rights to delete a Delta object.
  • Delta Generic Objects

Generic Object Delta, Edit

Create and edit Delta generic objects in the Delta master list.
  • Delta Generic Objects

Generic Object Delta, View

View Delta generic objects in the Delta master list.
  • Delta Generic Objects

Generic Object Echo, Delete

Delete Echo generic objects in the Echo master list.

Note:
A user must also have the Echo, View and Echo, Edit rights to delete an Echo object.
  • Echo Generic Objects

Generic Object Echo, Edit

Create and edit Echo generic objects in the Echo master list.
  • Echo Generic Objects

Generic Object Echo, View

View Echo generic objects in the Echo master list.
  • Echo Generic Objects

Household, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete household records.
  • Households Master List

Household, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View household records.
  • Households Master List
HTML Designer, Advanced Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Create, edit, and view the HTML for a content block in the HTML designer.
  • HTML Designer
Idea Lab, Access Grants the user access to Aprimo Idea Lab, which is a licensed module that offers creative ideation and dynamic planning capabilities.
  • Idea Lab
Import Activities, Allow Import activities using the Data Loader.
  • Data Loader
Import Activity Treatments, Allow Import Activity Treatments using the Data Loader.

  • Data Loader
Import Cells, Allow Import cells using the Data Loader.
  • Data Loader
Import Commitments, Allow Import commitments using the Data Loader.
  • Data Loader
Import Forecasts, Allow Import forecasts using the Data Loader.
  • Data Loader
Import Generic Object Alpha, Allow Import Alpha Generic Objects using the Data Loader.

  • Data Loader
Import Generic Object Bravo, Allow Import Beta Generic Objects using the Data Loader.

  • Data Loader
Import Generic Object Charlie, Allow Import Charlie Generic Objects using the Data Loader.

  • Data Loader
Import Generic Object Delta, Allow Import Delta Generic Objects using the Data Loader.

  • Data Loader
Import Generic Object Echo, Allow Import Echo Generic Objects using the Data Loader.

  • Data Loader
Import Invoices, Allow Import invoices using the Data Loader.
  • Data Loader
Import Journal Vouchers, Allow Import journal vouchers using the Data Loader.
  • Data Loader
Import Projects, Allow Import Projects using the Data Loader.

  • Data Loader

Incentive, Delete

Delete incentive records.

Note:
A user must also have the Incentive, View and Incentive, Edit rights to delete incentive records.
  • Incentives Master List
  • Incentives module in an activity

Incentive, Edit

Add and edit incentive records.
  • Incentives Master List
  • Incentives module in an activity

Incentive, View

View incentive records.
  • Incentives Master List
  • Incentives module in an activity

Integrated Analytics, Access

Access the Business Objects InfoView portal from the Integrated Analytics module to create and edit Business Objects Web Intelligence documents.
  • Integrated Analytics

Integration API, Access

Enables the REST API to retrieve complete sets of object records by bypassing user restrictions, such as access lists.
  • REST API
Integration API, Update Read-Only EAs Allows the API user to update read-only EAs.
  • REST API

Interactions, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete interactions.
  • Interactions
  • Interaction Management

Interactions, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View interactions.
  • Interactions
  • Interaction Management

Invoice and Journal Voucher, Override Funding Account

Enables funding account information to be overridden.
  • Invoice Management
  • Journal Voucher Management

Invoice Approval, Access

Approve or reject invoices. For more information, see Financial Information Security in Users.
  • Invoice Approvals
  • My Reviews
  • Reviews Portal

Invoice Approval, Edit

Edit an invoice before approving or rejecting the invoice. For more information, see Financial Information Security in Users.
  • Invoice Approvals
  • My Reviews
  • Reviews Portal

Invoice, Edit

Add, edit, and delete invoices provided the user meets one of these conditions:

  • The user is on the financial access list for an activity associated with the invoice.
  • The user is in the finance group associated with an activity with which the invoice is associated.
  • Invoice Management
  • Invoices in an activity
  • Invoices in a commitment

Invoice, Edit Paid

Edit a paid invoice provided the user meets these conditions:

  • The user is on the financial access list for an activity associated with the invoice.
  • The user is in the finance group associated with an activity with which the invoice is associated.
  • Invoice Management
  • Invoices in an activity
  • Invoices in a commitment

Invoice, Mass Entry

Create invoices. View and edit only the invoices created by the user.
  • Invoice Management
  • Invoices in an activity
  • Invoices in a commitment

Invoice, Mass Pay

Pay invoices using the Mass Pay feature.
  • Invoice Management
  • Invoices in an activity
  • Invoices in a commitment

Invoice, Modify Approvers

Edit an invoice's approvers list.
  • Invoice Management
  • Invoices in an activity

Invoice, View

View invoices provided the user meets 1 of these conditions:

  • The user is on the financial access list for an activity associated with the invoice.
  • The user is in the finance group associated with an activity with which the invoice is associated.
  • Invoice Management
  • Invoices in an activity

Job Starter Portal, Access

Access the Job Starter Portal. Submit an activity request. View, edit, and delete any activity request that meets either of these conditions:

  • The user has submitted and is awaiting approval
  • The user has saved to submit at a later time
  • Job Starter Portal

Journal Voucher, Edit

Add, edit, and delete journal vouchers.
  • Journal Voucher Management

Journal Voucher, Mass Reconcile

When an accounting integration is not used, reconcile multiple journal vouchers without using a period closeout or waiting until an annual closeout.
  • Journal Voucher Management

Journal Voucher, View

View journal vouchers.
  • Journal Voucher Management
  • Journal Vouchers in an activity

Lead Portal, Access
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Access the Leads Portal. View leads assigned to the user.

You can also view the leads for which you are the escalation contact.
  • Leads Portal

Lead Portal, Reassignment
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Reassign leads to another user or to an escalation contact.
  • Leads Portal

Lead Process, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete lead processes.
  • Lead Process List

Lead Process, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View lead processes.
  • Lead Process List

Lead, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Edit lead records.
  • Master Leads List
  • Leads in a lead process

Lead, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View lead records.
  • Master Leads List
  • Leads in a lead process

List Output Files, Download

Download output files from Aprimo Campaign.
  • Campaigns

Load List, Access
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Import a list of audience member records directly into an activity.
  • Audience Members in an activity
  • Audience Members in a lead process

Market, Edit

Add, edit, and delete markets.
  • Markets

Market, View

View markets.
  • Markets

Materials, Delete

Delete material records.

Note:
A user must also have the Materials, View and Materials, Edit rights to delete material records.
  • Materials Master List

Materials, Edit

Create and edit material records.
  • Materials Master List

Materials, View

View material records.
  • Materials Master List

Microsite, Admin
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Access the administration functionality for microsites, including HTML templates and microsite servers.
  • Microsite Servers
  • HTML Templates

Microsite, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Create, edit, and delete microsites and microsite pages.
  • Microsite Management
  • Microsites in an activity
  • Microsites in a lead process

Microsite, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View microsites and microsite pages.
  • Microsite Management
  • Microsites in an activity
  • Microsites in a lead process
Migration Tool, Export

Export DAM configurations.

See Configuration migration for more information.
  • DAM Migration Tool
Migration Tool, Import

Import DAM configurations.

See Configuration migration for more information.
  • DAM Migration Tool

My Home Page Navigation, Edit

Manually customize the My Home Page, or use a template.
  • My Profile

My Home Page Templates, Access

Add templates used to configure the My Home Page.
  • My Home Page Templates

My Home Page Templates, Distribute

Distribute My Home Page templates.
  • My Home Page Templates

Offers, Delete

Delete offer records.

Note:
A user must also have the Offers, View and Offers, Edit rights to delete offer records.
  • Offers Master List
  • Offers module in an activity

Offers, Edit

Add and edit offer records.
  • Offers Master List
  • Offers module in an activity

Offers, View

View offer records.
  • Offers Master List
  • Offers module in an activity

Optimization, Edit

Add, edit, and delete optimizations for segmentations.
  • Optimization List

Optimization, View

View optimizations for segmentations.
  • Optimization List

Opt-Out Forms, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete opt-out forms.
  • Opt-Out Forms

Opt-Out Forms, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View opt-out forms.
  • Opt-Out Forms

Organizational Objective, Edit

Add, edit, and delete objectives.
  • Objectives

Organizational Objective, View

View existing objectives.
  • Objectives

Participant, Delete
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Delete participant records.

Note:
A user must also have the Participant, View and Participant, Edit rights to delete participant records.
  • Participants Master List
  • Participants in an activity
  • Participants in a lead process

Participant, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add and edit participant records.
  • Participants Master List
  • Participants in an activity
  • Participants in a lead process

Participant, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View existing participant records.
  • Participants Master List

Content Plan, Edit

Add, edit, and delete content plans.
  • Content Plans

Content Plan, View

View content plans.
  • Content Plans

Portal Administration, Access

Access the Portal Administration modules. View and edit details, forms, and fields for portals.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the Portal Administration modules.
  • Portal Administration modules

Product History, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete product history records.
  • Product History in an audience member record
  • Product History in a company record
  • Product History in a product record

Product, Delete

Delete product records.

Note:
A user must also have the Product, View and Product, Edit rights to delete product records.
  • Products Master List

Product, Edit

Add and edit product records.
  • Products Master List

Product, View

View product records.
  • Master Products List

Profile, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete profiles.
  • Profiles

Profile, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View profiles.
  • Profiles

Program Proposal, Add

Create program proposals and proposal templates.

Note:
A user must also have the Proposal, Edit right to create a program proposal or proposal template.
  • Program Proposal List
  • Proposal Templates

Program, Add

Create programs.

Note:
A user must also have the Program, Edit right to create a program.
  • Program List

Program, Delete

Delete programs.

Note:
A user must also have the Program, View and Program, Edit rights to delete programs.
  • Program List

Program, Edit

Edit programs.
  • Program List

Program, View

View programs, and programs on the calendar if also on the program access list.
  • Program List
  • Calendar

Project Task List, View

Enables users to access a project's read-only task list from the Task Inbox or from a task they opened in the portal.
  • Tasks Portal
Project, Delete/Close/Cancel

Delete, close, or cancel projects.

Note:
A user must also have the Project, View and Project, Edit rights to delete, close, or cancel projects.
  • Projects

Project, Edit

Add and edit projects and project tasks.
  • Projects
  • Task List in a Project
  • Task Worksheet

Project, Edit Closed

Edit projects that have been closed or canceled.

Note:
A user must also have the Project, Edit right to edit closed or canceled projects.
  • Projects
  • Task List in a Project
  • Task Worksheet
Project, Overview Configuration

Configure the project overview screen.

Note:
The user must have access to the project in order to configure the overview screen. The configuration is saved on a per project basis.

  • Projects

Project, Task Insert

Add tasks to projects.

Note:
A user must also have the Project, View and Project, Edit rights to add a task to a project.
  • Projects
  • Task List in a Project
  • Task Worksheet

Project, View

View projects and project tasks.
  • Projects
  • Task List in a Project

Proposal, Delete

Delete proposals and proposal templates.

Note:
A user must also have the Proposal, View and Proposal, Edit rights to delete proposals or proposal templates.
  • Activity Proposal List
  • Program Proposal List
  • Proposal Templates

Proposal, Edit

Edit proposals and proposal templates.
  • Activity Proposal List
  • Program Proposal List
  • Proposal Templates

Proposal, FastTrack

Bypass the review process for a proposal by using the Fast Track option.

Note:

A user without this right cannot perform these actions:

  • Choosing Yes in the Fast Track field for a proposal.
  • Clicking the Begin Review button for a proposal where the Fast Track option is set to Yes.
  • Activity Proposal List
  • Program Proposal List

Proposal, View

View Proposals.
  • Activity Proposal List
  • Program Proposal List

Report Portal, Access

Access the Reports Portal to run reports that you have permission to view.
  • Reports Portal

Reports, Edit

Create and edit reports.
  • Reports

Reports, View

Run reports that the user can access; view dashboard components derived from these reports.
  • Reports
  • Dashboards
  • My Home Page
Resource Approvals, Access Drives the display of the main navigation item "Resource Approvals" in the Budgeting section. If a user has Activity, Edit and this right, the Resource Approvals menu item will display. Does not affect any other functionality.
  • Activity List
Resource Capacity, Access Access Resource Capacity.
  • Resource Capacity

Response History, Edit

This domain right is no longer used.

 

Review Portal, Access

Access the Reviews Portal to complete assigned reviews.
  • Reviews Portal

RFP, Edit

Add, edit, and delete RFPs.
  • RFPs

RFP, Initiate

Start or stop an RFP invitation.
  • RFPs

RFP, Select

Select the suppliers that are awarded business based on an RFP process.
  • RFPs

RFP, View

View RFPs.
  • RFPs

Schedule Management, Access

Edit the schedules listed in the Schedule Management module in System Tools.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the Schedule Management module.
  • Schedule Management

Security Administration

Add, edit, delete, and assign rights to users, roles, and groups. Add, edit, and delete offices. Approve or reject requests for portal access.

Notes:
  • The rights the security administrator can assign are controlled by the system administrator in the System Parameters module.
  • If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the modules available to a security administrator.
  • Users
  • Groups
  • Roles
  • Offices
  • Portal Approvals

Segmentation, Edit

Add, edit, and delete segmentations.
  • Segmentation Management
  • Segmentations in an activity
Segmentation, Run Outputs Run outputs for segmentations.
  • Segmentation Management
  • Segmentations in an activity
Segmentation, Send Emails
Note:
This field is available in Aprimo Marketing Studio 9.1 only.
Send email messages using the send email tool.
  • Segmentation Management
  • Segmentations in an activity

Segmentation, View

View segmentations.
  • Segmentation Management
  • Segmentations in an activity

Server File, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Upload and delete files from the application servers.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the Server Files module.
  • Server Files

Server File, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View files on the application servers.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the Server Files module.
  • Server Files
Smart Actions, Access Use smart actions on a content item.
  • Content Coach

Supplier, Delete

Delete supplier records.

Note:
A user must also have the Supplier, View and Supplier, Edit rights to delete supplier records.
  • Suppliers Master List

Supplier, Edit

Add and edit supplier records.
  • Suppliers Master List

Supplier, View

View supplier records.
  • Suppliers Master List

System Administration, Access

 Access, edit, and delete rights to every object, module, and function in the application.
Notes:
  • To access modules other than License Management in the Security navigation group, a system administrator must also have the Security Administration right.
  • A system administrator can access any object with an access list.
  • All modules

System Tools, Extended Attributes, Edit

Access and edit extended attributes in System Tools without needing the System Administration, Access right.

Note:
Users who have this right, but not the System Administration, Access right, can only access the Extended Attributes module in System Tools.
  • Extended Attributes

System Tools, Extended Attributes, View

Access and view extended attributes in System Tools without needing the System Administration, Access right.

Note:
Users who have this right, but not the System Administration, Access right, can only access the Extended Attributes module in System Tools.
  • Extended Attributes

System Types, Access

Add, edit, and delete system types.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the System Types module.
  • System Types

Table Area Datasource Management, Admin

This domain right is no longer used.

Task List, Access

 View and edit task information.
  • Task List

Task Portal, Access

Access the Tasks Portal. Users can view and update their tasks.
  • Tasks Portal
Task Worksheet, Access Access the Task Worksheet.
  • Task Worksheet

Task, Modify Reviewers
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Reassign reviewers in a task.
  • Task List
  • Task List in a project
  • Task Worksheet
Task, Reassign All
Note:
Reassign tasks, activity teams, and project teams from one user to another.

  • Reassign Tasks
Task, Reassign Mine
Note:
Reassign tasks related to your own user account, to another.

  • Reassign Tasks
Teams, Delete

Delete team records.

Note:
A user must also have the Teams, View and Teams, Edit rights to delete team records.
  • Teams Master List

Teams, Edit

Add and edit team records.
  • Teams Master List

Teams, View

View team records.
  • Teams Master List

Territory and Territory Category, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete territory and territory category records.
  • Territory Categories
  • Territories

Territory and Territory Category, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View territory and territory category records.
  • Territory Categories
  • Territories

Treatment, Delete

Delete treatment records.

Note:
A user must also have the Product, View and Product, Edit rights to delete product records.
  • Treatment Master List
  • Treatments module in an activity

Treatment, Edit

Add and edit treatment records.
  • Treatment Master List
  • Treatments module in an activity

Treatment, View

View treatment records.
  • Treatment Master List
  • Treatments module in an activity

Upload of Document Versions, Allow

Upload a new version of a document in classic review tasks and review tasks in the Task Inbox.
  • Task Inbox
  • Tasks

URL Link, Edit
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

Add, edit, and delete URL link records.
  • URL Links

URL Link, View
Note:
This field is available in Aprimo Marketing Studio 9.1 only.

View URL link records, including accumulated data.
  • URL Links

User Interface Configuration, Admin

Access to the Page Configuration feature. Create, edit, and delete Task Inbox information panel tabs and attributes.
  • Task Inbox

Views--Public, Edit

Add, edit, and delete public views.
  • Views

Work Request Administration, Access

Add, edit, and delete the Web forms used to request activities. Configure the users and groups who can access work request forms in an work request category.

Note:
If a user has this right, but does not have the System Administration, Access right, the user can access System Tools, but only the Work Request Forms and Work Request Categories modules.
  • Work Request Forms
  • Work Request Categories

Work Request, Delete

Delete work requests.

Note:
A user must also have the Work Request, View and Work Request, Edit rights to delete work requests.
  • Work Request List

Work Request, Edit

Edit work requests.
  • Work Request List

Work Request, View

View work requests.
  • Work Request List

Workflow Mover, Export

Export workflow templates and dependent objects from a test environment.
  • Workflow Mover
  • Workflow Templates

Workflow Mover, Import

Import workflow templates and dependent objects from a test environment into your production environment.
  • Workflow Mover
  • Workflow Templates

Workflow Templates, Test

Access to test workflows using the New Project From Test Template option, or the New Change Orders from the Test Template option.
  • Change Orders
  • Projects

Workflow, Admin

Access, edit, and delete rights to every object, module, and function in the Workflow Administration modules.
  • Workflow Administration modules