Acquia CDP

User permissions

Important

Currently, this feature is available for users with a single tenant.

CDP offers a User Admin (Security Gatekeeper) permission. A user with User Admin permission can:

  • Add new users
  • Edit user profiles
  • Assign permissions to users
  • Deactivate users
  • Activate users that are deactivated
  • Delete users

Viewing users

To view users:

  1. Log in to CDP with User Admin permission.

  2. Click Settings > Users.

    CDP displays the Users page.

    You can view this page only if you have the full access or view-only User Admin permission. By default, you cannot view this page.

Users page UI elements description

The following table lists the fields on the Users page:

FieldDescription
Search barHelps to search a user by using their user name or email address.
Status filter

Filters the user list according to the user’s status.

The available statuses are Active and Deactivated.

User countDisplays the total number of users.
UserDisplays the user name and email address of the user. You can sort the user list by names. If a user has the User Admin permission, CDP displays User Admin along with the user name.
Permissions

Displays the permissions assigned to the user.

When you hover over a permission and click the edit icon, CDP displays the Edit User Profile dialog box.

Last VisitDisplays the timestamp of the last visit of the user. If there is no date listed, the user has not visited CDP yet. You can sort the user list by last visit date.
Status

Displays the status of the user. You can sort the user list by status.

The following are the available statuses:

  • Active: The user is active with a defined set of permissions.
  • Deactivated: The user is deactivated.
Actions

Displays a Kebab menu with the following actions.

  • Edit: To edit the user profile. For more information, see Editing a user profile.
  • Deactivate: To deactivate an active user.
  • Activate: To activate a deactivated user.
  • Send Invite: To send email invites to active users. It is not available for deactivated users.
  • Delete: To delete the user.

These actions are available only for the User Admin.

Adding a new user

To add a new user:

  1. Log in to CDP with User Admin permission.
  2. Click Settings > Users.

  3. On the Users page, click Add new User.

    CDP displays the Add New User dialog box.

  1. In the Add New User dialog box, do the following:
    1. In Email Address, enter the email address of the user.
    2. In First Name, enter the first name of the user.
    3. In Last Name, enter the last name of the user.

    4. In Permissions, select at least one permission for the user.

      For information about the available permissions for different CDP components, see Permissions for CDP components.

  2. Click Send Invite.

    CDP saves the details and sends a welcome email to the new user. If a user is locked out due to multiple incorrect passwords, you can send the invite to that user to reset the password.

Permissions for CDP components

Note

Only the following CDP components are self-service. To set permissions for the components that are not self-service, contact Acquia Support.

ComponentFull AccessView-only
User Administration (Security Gatekeeper)Create, edit, deactivate, activate, and delete users.View the Users page.
Campaigns+Create and edit campaigns.View the campaigns.
ReportsCreate and edit metrics, template reports, and legacy dashboards.View metrics, template reports, and legacy dashboards.
IntegrationsCreate and edit input connectors, output connectors, and instances.View input connectors, output connectors, and instances.
Data ErasureView and create data erasure requests.View-only access is not available.
360 ProfilesFull access is not available.View 360 Profiles.
Custom Attributes (CDP Studio App)View and create custom attributes.View-only access is not available.

Editing an active user profile

To edit, deactivate, or delete an active user:

  1. Log in to CDP with User Admin permission.
  2. Click Settings > Users.
  3. On the Users page, locate the active user.

  4. In Actions, click the Kebab menu and click Edit.

    CDP displays the Edit User Profile dialog box.

  1. Do one of the following:
    • To edit user details and permissions, update the information in the First Name, Last Name, and Permissions fields.
    • To deactivate the user, click Deactivate User.
    • To delete the user, click Delete User.
    • To resend the welcome email to the user, click Send Invite.
  2. Click Save.

You must log out of CDP for the permissions to take effect.

Editing a deactivated user profile

To edit, activate, or delete a deactivated or locked out user:

  1. Log in to CDP with User Admin permission.
  2. Click Settings > Users.
  3. On the Users page, locate the deactivated user.

  4. In Actions, click the Kebab menu and click Edit.

    CDP displays the Edit User Profile dialog box.

  1. Do one of the following:
    • To edit user details and permissions, update the information in the First Name, Last Name, and Permissions fields.
    • To activate the user, click Activate User.
    • To delete the user, click Delete User.
  2. Click Save.