To access and work in TD Workflow, permissions must be granted by the account administrator or owner. You can grant permissions globally for all workflows or permissions can be limited to specific projects. Project-level permissions allow you to control which projects each user is able to access. You might require different members of your organization be assigned permissions only to projects they need to do their job.
If you are interested in project-level permissions, contact your account representative.
You can grant access to global workflow permissions, or, you can limit access to specific workflow projects so that permissions only work for the workflow within that specific project.
| global permissions | Provides full access to View, Edit, and/or Run on all workflows in all projects. |
|---|---|
| limited permissions | Limits permissions to View, Run and/or Edit specific workflow projects—restricting workflow users can access. |
| combination of permissions | For example, this setting might allow global permissions for View and then project-level permissions for Edit and Run. |
For Example:
An account has segregated their production workflow as one project and your development workflow is in a separate project. You want more teammates to have access to your development project, but you want limited access to your production project.
For development, you can choose View, Run, Edit or any combination of project-level permissions
- All users have full access to their development projects and can create new workflows in the project.
For production, choose global View permissions for all users and Edit and Run permissions for specific users.
Permissions are additive, so specific users will have View, Edit, and Run permissions for the production project and other users will only have View permissions on the production project.
Users with Edit permissions will only be able to create new workflows in the production project.
With Project Level Workflow permissions, you can assign permissions to system-generated workflow projects from Audience Suite, including parent Segment, Predictive Scoring, and Activation workflow projects.
The following types of workflows can have project-level permissions:
Parent Segment
Predictive Scoring
Activation
Access to Audience Studio system-generated workflows are limited with Workflow Project Level permissions
Only Parent Segment creators and users that have MasterSegmentConfig permissions automatically have access to the corresponding system-generated workflow projects including Activation, Predictive & Parent Segment workflow project
Other users must be given explicit access to individual parent segment, activation, and/or predictive workflow projects