Managing User Permissions in TiQ

Managing User Permissions in TiQ

by on ‎04-21-2016 12:43 PM - edited on ‎09-17-2018 11:51 AM by Community Manager (4,470 Views)

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

Existing users can view their permission settings and other information from the User Preferences Settings.

This article covers the following topics:

Table of Contents Placeholder

About User Permissions

There are two (2) categories of user permissions, account level and profile level.

Account Level Permissions

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

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.

Profile Level Permissions

Profile level permissions are assigned using three methods:

  • All Current and Future Profiles
    Use this option for admin users or anyone that requires access to all profiles for the account, even profiles 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 in the Profile List box.
  • Select Profile(s)
    Use this option to edit permissions for the selected profiles in the Profile List box.

The following list describes the available profile level permissions:

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.

This permission additionally allows a user to apply labels to variables, tags, load rules, and extensions.

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

Save As New Versions

Perform a Save As for this profile.

JavaScript Draft Promotion  Promote drafts in the JavaScript Code extension to be published to Dev, QA, or Prod.
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 Tealium iQ, click your email address in the upper right corner.
    The Admin Menu displays.
    TiQ User Permissions_Account Admin_Manage Users.png

  2. Click Manage Users.
    The User Manager dialog displays.
  3. Click +Add User in the upper right corner of the screen.
    The Create New User dialog displays.
    TiQ User Permissions User Manager Add User.png
  4. In the New User Email field, enter the email address for the new user account.
    TiQ User Permissions Create New User Dialog.png
  5. Click Next.
  6. Click in the Profile List box to select the profiles for which you want to assign permissions for the user.
    TiQ User Permissions Create New User Select from Profile LIst.png

    • 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.
  7. Click Next.
  8. Select the account level permission you want to assign to the user or check the Select All Permissions checkbox.
    TiQ User Permissions Create New User Profile Permissions.png
  9. Click Next.
  10. The final step is to review and confirm the permissions you assigned to the user.
    Check to see if the user has full, partial, or no permissions for each section and which publish environments the user can publish to.
    TiQ User Permissions Finish and Confirmation Email.png
  11. 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.

Changing User Permissions

Editing permissions for users is a separate process from adding or removing permissions. The following sections describe the ways you can 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 user permissions for a single user:

  1. In Tealium iQ, click your email address in the upper right corner to display the Admin menu.
  2. Click Manage Users.
    The User Manager dialog displays.
  3. Check the box next to the user whose profile level permissions you want to change.
  4. Click Edit/View User Permissions.
  5. Click in the Profile List box to display a list of profiles from which to select and use the drop-down list to select the profiles for which to change the profile level permissions for the selected user.
    TiQ User Permissions Edit View User Permissions John Doe User.png
  6. Click Next.
  7. Edit the profile level permissions for the user.
    TiQ User Permissions Select Updated Permissions John Doe User.png

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

  8. Click Next.
  9. Review and confirm the updated profile level permissions.
    TiQ User Permissions Edit Confirm and Save User Permissions John Doe User.png
  10. If the settings are correct, click Finish to confirm the changes to the profile level permissions for the user.

Adding Permissions for Multiple Users

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

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

    Leaving a permission unselected or deselecting a permissions will not remove that permission from any of the selected users.

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

Removing Permissions from Multiple Users

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

  1.  In Tealium iQ, click your email address in the upper right corner.
    The Admin menu displays.
  2. Click Manage Users.
    The User Manager dialog displays.
  3. Check the boxes next to the user accounts from which you want to remove permissions.
  4. Click More from the Bulk User options.
    The More options drop-down list displays.
    TiQ User Permissions More_Remove Account Permissions.png
  5. Click Remove Account Permissions or Remove Profile Permissions.

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

  6. Select the permissions to remove from the user accounts.
    Selections are highlighted in red on the permissions summary screen.

    TiQ User Permissions More_Remove Account Permissions_Red Summary.png

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

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