The procedure shown here describes how to set access rights for a new user segment folder. The steps are similar for any of the asset types listed in the previous section.
Important: Keep the following points in mind before you change access rights:
To be able to change access rights, your own user profile must have Write, View Access Rights, and Set Access Rights privileges for the asset you are changing. Otherwise, the Security tab does not appear for the asset (see the following procedure).
The information in this section applies only to the ATG Content Administration, SEO tags, Pricelists, and Targeting and Segmentation UIs. For UIs whose assets do not have a Security tab, change access rights with ACLs as described earlier in this chapter.
The information in this section applies only to the JSP-based framework. The user interface for JET-based applications does not include a Security tab. Change access rights for Merchandising assets, including Promotions and Coupons, with ACLs, as described earlier in this chapter. To learn which access rights users must have to view and work with assets in Merchandising, see Configuring Access Rights for Assets in the Merchandising Administration Guide.
To set access rights for a user segment folder:
On the Home page, select Commerce Merchandising > Targeting and Segmentation.
Create a project that you will use to deploy the folder after you have set its access rights. (You can add the folder to an existing project if you prefer.) For detailed information on creating projects, see the Business Control Center User's Guide.
Double-click User Segments from the left link list. Any user segments and folders that already exist in your system appear in the left pane.
If you want to edit access rights for an existing folder, proceed to step 5. If you want to create a folder:
Right-click User Segments, as shown in the image, and click Add Folder.
Under Basics, type the folder name.
Click Create.
The folder is created and appears in the left pane. The plus sign appears to show the folder has been added. A Security tab appears next to the General tab.
Note: The Security tab does not appear for any asset until the asset has been created.
Display the Security tab. The default access rights for this folder appear.
Clear the Use Default Security Policy checkbox. As described earlier, the Default Security Policy is the set of rights specified in the repository definition file for all items of this type. When you choose to define individual access rights for this folder, you are replacing the default rights.
When you clear the checkbox, the Security tab displays three Add fields: Roles, Organizations, and Users. Click the associated Add link to display the dialog to specify access rights for this folder:
Add roles: Allows you to define access rights to this folder for one or more roles. The roles can be global or organizational. The rights will apply to any user who has the specified role.
Add organizations: Allows you to define access rights to this folder for one or more organizations. The rights will apply to any user or role that is assigned to the specified organization.
Add users: Allows you to define access rights to this folder for one or more individual user profiles.
The image following shows the Security tab with these fields enabled:
Click the appropriate Add link and use the search functionality to select the roles, organizations, or users for which you want to define access rights.
Note: You can select a combination of all three if required.
Important: You must specify access rights for all principals that need access to this item, including your own profile if necessary.
To use advanced search, click the right arrow to open the advanced search field. Click the + button, and use the menu to specify the property you want to search by. To further narrow your search, click the + button again to create another property menu. Click the Match menu to search for all or any matches. Once you have set up your advanced search criteria, click Find. Search results appear in the left pane.
For each access right, click to highlight the selection or selections in the left results pane and click Add. Your choices appear in the right Selected pane. Unspecified means that the default security policy setting is used for this principal.
To remove a role, organization, or user from the Selected pane, click the x.
When you have finished setting access rights for this folder, click OK. If an error appears informing you that you cannot remove List and Read access for yourself, make sure that you have specified access rights for your own profile or a role that is assigned to you.
Complete the project so that the folder is deployed. For detailed information, see the see the Business Control Center User's Guide.
