User Roles and Access

NoteFor information about the various roles available in the system with their descriptions, refer here.

Integrate - User Roles and Access

The following table summarises the roles and access levels available for various features on Integrations:

Module	Access - Display Name	Campaign Admin	Campaign Manager	Campaign Viewer	CDP Admin	CDP Manager	CDP VIEWER	Destination Admin	Destination Viewer	Integrations Admin	Integrations Manager	Integrations Viewer	Zeotap Engineer	Zeotap Manager	ZEOTAP tester	ZEOTAP Viewer
Integrate > Sources	View Sources	Y	Y	Y	Y	Y	Y	N	N	Y	Y	Y	Y	N	Y	Y
Integrate > Sources	Create, Pause, Resume, and Archive Sources	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	N	Y	N
Integrate > Sources	Rename Sources	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	N	Y	N
Integrate > Sources	Read and write to GCS	N	N	N	Y	Y	N	N	N	Y	Y	N	N	N	Y	N
Integrate > Destinations	View Destinations	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y	Y
Integrate > Destinations	Create and Edit Destinations	Y	Y	N	Y	Y	N	Y	N	Y	Y	N	Y	Y	Y	N

Unify - User Roles and Access

The following table summarises the roles and access levels available for various features on Unify:

Module	Access - Display Name	Campaign Admin	Campaign Manager	Campaign Viewer	CDP Admin	CDP Manager	CDP VIEWER	Destination Admin	Destination Viewer	Integrations Admin	Integrations Manager	Integrations Viewer	Zeotap Engineer	Zeotap Manager	Zeotap tester	ZEOTAP VIEWER
Unify > Catalogue	Create and Edit Catalogue	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	Y	Y	N
Unify > Catalogue	View Catalogue	Y	Y	Y	Y	Y	Y	N	N	Y	Y	Y	Y	Y	Y	Y
Unify > Calculated Attributes	View Calculated Attributes	Y	Y	Y	Y	Y	Y	N	N	Y	Y	Y	Y	Y	Y	Y
Unify > Calculated Attributes	Create and Edit Calculated Attributes	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	Y	Y	N
Unify > ID Strategy	View ID Strategy	Y	Y	Y	Y	Y	Y	N	N	Y	Y	Y	Y	Y	Y	Y
Unify > ID Strategy	Edit ID Strategy	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	N	Y	N

Segment - User Roles and Access

The following table summarises the roles and access levels available for various features on Segment:

Module	Access - Display Name	Campaign Admin	Campaign Manager	Campaign Viewer	CDP Admin	CDP Manager	CDP VIEWER	Destination Admin	Destination Viewer	Integrations Admin	Integrations Manager	Integrations Viewer	Zeotap Engineer	Zeotap Manager	Zeotap Tester	ZEOTAP VIEWER
Segment > Audiences	View Audience	Y	Y	Y	Y	Y	Y	N	N	N	N	N	Y	Y	Y	Y
Segment > Audiences	Create, Edit, Pause, and Duplicate Audience	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	Y	Y	N
Segment > Audiences	Archive Audience	Y	N	N	Y	N	N	N	N	N	N	N	Y	Y	Y	N
Segment > Audiences	Download Audience	Y	N	N	Y	N	N	N	N	N	N	N	Y	Y	Y	N
Segment > Audiences	Create Folder	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	Y	Y	N
Segment > Audiences	Activate Audience	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	Y	Y	N

Orchestrate - User Roles and Access

The following table summarises the roles and access levels available for various features on Orchestrate:

Module	Access - Display Name	Campaign Admin	Campaign Manager	Campaign Viewer	CDP Admin	CDP Manager	CDP VIEWER	Destination Admin	Destination Viewer	Integrations Admin	Integrations Manager	Integrations Viewer	Zeotap Engineer	Zeotap Manager	ZEOTAP TESTER	ZEOTAP VIEWER
Orchestrate > Journeys	View Journeys	Y	Y	Y	Y	Y	Y	N	N	N	N	N	Y	Y	Y	Y
Orchestrate > Journeys	Create, Edit, and Archive Journeys	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	Y	Y	N
Orchestrate > Journeys	Delete Journeys	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	N	Y	N
Orchestrate > Journeys	Pause Journeys	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	N	Y	N
Orchestrate > Journeys	Resume Journeys	Y	Y	N	Y	Y	N	N	N	N	N	N	Y	Y	Y	N

Protect - User Roles and Access

The following table summarises the roles and access levels available for various features on Protect:

Module	Access - Display Name	Campaign Admin	Campaign Manager	Campaign Viewer	CDP Admin	CDP Manager	CDP VIEWER	Destination Admin	Destination Viewer	Integrations Admin	Integrations Manager	Integrations Viewer	Zeotap Engineer	Zeotap Manager	ZEOTAP TESTER	ZEOTAP VIEWER
Protect > Consent	View Consent	Y	Y	Y	Y	Y	Y	N	N	Y	Y	Y	Y	N	Y	Y
Protect > Consent	Set up and Edit Consent	N	N	N	Y	Y	N	N	N	Y	Y	N	Y	N	Y	N
Protect > Customer 360	Search and View Users	N	N	N	Y	N	N	N	N	Y	N	N	Y	Y	Y	N
Protect > Customer 360	Delete and Export Users	N	N	N	Y	N	N	N	N	Y	N	N	N	N	Y	N

Admin - User Roles and Access

The following table summarises the roles and access levels available for various features on Admin:

Module	Access - Display Name	Super Admin	Zeotap Admin	Zeotap cft	partner	admin	moderator	Viewer
Admin	View Organisations	Y	Y	Y	Y	Y	Y	Y
Admin	Create, Edit and Delete Organisations	Y	Y	N	N	Y	N	N
Admin	View Users	Y	Y	Y	Y	Y	Y	Y
Admin	Edit and Delete Users	Y	Y	N	Y	Y	N	N
Admin	Create User	Y	Y	N	Y	Y	Y	N
Admin	View Request Access Tab	Y	Y	Y	Y	Y	N	N
Admin	View Request Access Form	Y	Y	Y	N	N	N	N
Admin	View Request Access Requests	N	N	N	Y	Y	N	N
Admin	Edit Own Profile	Y	N	N	Y	Y	N	N

Download Users

The Download Users feature enables administrators to export a CSV file containing all users and their detailed permission assignments, scoped by organization. This is useful for auditing, compliance reviews, and access management reporting.

Exporting User Permissions

Navigate to Admin > My Users.

Click the Download Users button in the top-right area of the page.

In the modal that appears, choose the export scope:

All Organizations — Exports users from all organizations. Useful for global audits.
Specific Organization — Exports users from a selected organization only. A searchable dropdown lets you pick the organization.

Click Download to generate and download the CSV file.

Exported File

The exported file follows the naming convention zeotap_users_export_YYYY-MM-DD (N).csv.

Data Structure

Each row in the CSV represents a user. The columns cover identity fields and permission states:

Column Group	Fields
User Identity	User Name, Email ID, Admin Portal Access, Last Login Date, Organization
User Role	Role Name
Audience Permissions	View Audience, Create/Edit/Move/Duplicate, Archive Audience, Download Audience, Activate Audience, Allow User Deletion
Folder Permissions	Create Folder, Create Sub Folder, Delete Folder
Catalogue & Attributes	Catalogue Admin, Calculated Attributes, View Catalogue

Permission values are displayed as TRUE or FALSE for each user.

Use conditional formatting in your spreadsheet tool to highlight TRUE values in green and FALSE values in red for a quick visual audit of permission coverage across users.

Best Practices

Schedule regular exports — Download the user permissions CSV at a regular cadence (e.g., monthly) for compliance and audit purposes.
Compare over time — Keep historical exports to track how permissions change over time and identify any unintended permission escalations.
Use Specific Organization scoping — For multi-org deployments, export per organization to keep audit files focused and manageable.
Automate reviews — Use spreadsheet formulas or scripts to flag users with unusual permission combinations (e.g., users with Delete permissions but not Create permissions).

​Integrate - User Roles and Access

​Unify - User Roles and Access

​Segment - User Roles and Access

​Orchestrate - User Roles and Access

​Protect - User Roles and Access

​Admin - User Roles and Access

​Download Users

​Exporting User Permissions

​Exported File

​Data Structure

​Best Practices

Integrate - User Roles and Access

Unify - User Roles and Access

Segment - User Roles and Access

Orchestrate - User Roles and Access

Protect - User Roles and Access

Admin - User Roles and Access

Download Users

Exporting User Permissions

Exported File

Data Structure

Best Practices