This article describes how user permissions work in iQ Tag Management (TiQ) and describes the steps required to add and edit permissions for single or multiple users.

In this article:

Table of Contents Placeholder

How it Works

There are two (2) categories of user permissions, account level and profile level, as described in the following sections. Existing users can view their permission settings and other information from User Preferences Settings.

Account-Level Permissions

Account-level permissions pertain to the management of the account, site scans, and profiles. The following table describes the account-level permissions available:

Permission Description
Manage Account
  • Enables the user to assign account-level permissions for other users.
Manage Profiles
  • Enables the user to create, manage, and rename profiles for this account.
Manage Site Scans
  • Enables the user to run and delete site scans.
  • All users can view site scans.

Manage JavaScript Code Extensions

  • Enables the user to edit JavaScript code extensions set up in the account.
  • This permission only applies to legacy JavaScript code extensions.

Profile-Level Permissions

Profile-level permissions are assigned using three (3) methods:

  • All Current and Future Profiles
    Use this option for Admin users or any user that requires access to all profiles for the account, including those that will be created in the future.
  • Select from Currently Assigned Profile(s)
    Use this option to filter the available profiles to only those that the user is currently assigned. Select the profiles assigned from the Profile List box.
  • Select Profile(s)
    Use this option to edit permissions for the selected profiles in the Profile List box.

The following table describes the profile-level permissions available:

Permission Description
Manage Users
  • Add, edit, and remove users and their permissions for this profile.
Manage Tag Templates
  • Edit and delete all tag templates for this profile
Manage Resource Locks
  • Apply and manage resource locks (labels) for variables, tags, load rules, and extensions.
Save Existing Versions
  • Perform a Save for this profile.
  • Performing a Save overwrites the existing configuration of the version with the new configurations.

    Ensure that users with this permissions understand the difference between performing a Save and a Save As.

  • This permission additionally allows a user to apply labels to variables, tags, load rules, and extensions.
Save As New Versions
  • Perform a Save As for this profile.
JavaScript Draft Promotion
Publish to Dev Environment
  • Publish to the Dev environment and any custom environments added to this profile.
  • This permission is required in order to publish to custom environments.
Publish to QA Environment
  • Publish to the QA environment.
Publish to Prod Environment
  • Publish to the Prod environment.

Adding New Users

You can add a new user account and assign permissions during the account creation.

Use the following steps to add a new user and assign permissions:

  1. In TiQ, click your user icon in the upper right corner and click Manage Users from the drop-down list.
    The User Manager dialog displays.
  2. Click + Add User in the upper right corner of the screen.
    The Create New User dialog displays.
  3. In the New User Email field, enter the email address for the new user account.
    WhiteUI_TiQ_Managign User Permissions in TiQ_Create New User dialog.jpg
  4. Click Next.
  5. Click the All Current and Future Profiles or Select Profile(s) radio button.
    • All Current and Future Profiles
      This permission gives the user access to all existing profiles and any that may be created in the future. You may only assign this permission if you currently have the permission.
    • Select Profile(s)
      The list of profiles that you have access to display in the Profile List drop-down. Select one (1) or more profiles for which you want to assign the permissions for the user.
  6. Click in the Profile List field and select the profiles for which you want to assign permissions for the user.
    WhiteUI_TiQ_Managing User Permissions in TiQ_Create New User dialog.jpg
  7. Click Next.
  8. Select one or more account-level permissions to assign to the user or check the Select All Permissions checkbox.
  9. Click Apply Permissions to Selected Profiles.
    WhiteUI_TiQ_Managing User Permissions in TiQ_Apply Permissions to Selected Profiles.jpg
  10. Click Next.
  11. Review and confirm the permissions you assigned to the user.
    Check to ensure that the user has full, partial, or no permissions for each section and which publish environments the user can publish to.
  12. If the settings are correct, click Finish to confirm the addition of the new user account.
    An activation email is sent to the email address entered.
  13. Click Close to close the window.

Changing User Permissions

Editing permissions for users is a separate process from adding or removing permissions. The following sections describe the methods used to edit user permissions:

  • Edit permissions (add and remove) for a single user
  • Add permissions for multiple users
  • Remove permissions from multiple users

Edit Permissions for a Single User

Use the following steps to edit profile-level permissions for a single user:

  1. In TiQ, click your user icon in the upper right corner and click Manage Users from the drop-down list.
    The User Manager dialog displays.
  2. Check the box next to the user whose profile-level permissions you want to change.
  3. Click Edit/View User Permissions.
  4. Click the Select Profiles(s) radio button.
  5. Click in the Profile List field to display a list of profiles from which to select.
  6. Use the drop-down list to select the profiles for which to change the profile-level permissions for the selected user.
  7. Click Next.
  8. Edit the profile-level permissions for the user.

    Permissions that are not selected will be removed for the selected user.

  9. Click Next.
  10. Review and confirm the updated profile-level permissions.
  11. If the settings are correct, click Finish to confirm the changes to the profile-level permissions for the user.
  12. Click Close to close the window.

Adding Permissions for Multiple Users

Use the following steps to add account-level and profile-level permissions for multiple users:

  1. In TiQ, click your user icon in the upper right corner and click Manage Users from the drop-down list.
    The User Manager dialog displays.
  2. Click the boxes next to the user accounts for whom you want to add permissions.
    The Bulk User Options display above the list of users.
  3. Click Add Account Permissions to assign account-level permissions.
  4. Under Profile Options, select All Current and Future Profiles or Select Profile.
    • If you selected Select Profile, place your cursor in the Profile List field and select a profile from the drop-down list.
  5. Click Next.
  6. Select the permissions to add to the user accounts or check the Select All Permissions checkbox.

    Leaving a permission checkbox blank or deselecting a permissions will not remove that permission from any selected user.

  7. Click Next.
  8. Review and confirm the selected permissions.
  9. If the settings are correct, click Finish to confirm the changes to the profile-level permissions for the user.
  10. Click Close to close the window.

Removing Permissions for Multiple Users

Use the following steps to remove profile-level permissions for multiple users:

  1. In TiQ, click your user icon in the upper right corner and click Manage Users from the drop-down list.
    The User Manager dialog displays.
  2. Check the boxes next to the user accounts from which you want to remove permissions.
  3. Click the More drop-down list and select Remove Account Permissions or Remove Profile Permissions.
    WhiteUI_TiQ_Managing User Permissions in TiQ_Removing Permissions from Single or Multiple Users_More DropDown List.jpg

    This step does not remove the All Current and Future Profiles permission. Clicking Remove from Profile removes the users from this profile only.

  4. Select the account or profile-level permissions to remove from the user accounts.
    The affected users display in the right panel and the permissions removed are highlighted in red on the permissions summary screen.
    WhiteUI_TiQ_Managing User Permissions in TiQ_Remove Profile Level Permissions_Red Highlight.jpg

    Leaving a permission unselected or deselecting permissions does not remove the permission from the user accounts.

  5. Click Next.
  6. Review and confirm the updated permissions.
  7. If the settings are correct, click Finish to apply the changes to the permissions for the selected users.
  8. Click Close to close the window.