Roles

A role gives a user access to resources within a workspace. Roles are additive, and can combine to configure a custom policy for a Team Member or a Group. A policy is at least one role plus one resource applied to an individual user or group.

Global Roles

All Segment workspaces have the following roles, regardless of account type.

Business Tier Roles

The following roles are only available to Segment Business Tier accounts.

End User Privacy Admin

• Edit access to End User Privacy Settings. Includes access to Data Privacy Agreement, and user suppression and deletion workflows.
• Scope: Grants access to only End User Privacy Settings in the App.

Identity Admin

• Edit access to Identity settings in Unify.
• Scope: Grants access to all Identity settings.

Source Read-only

• Read access to assigned source(s), source settings, connected streaming destinations, schema, transformations, and live data in the debugger. Reverse ETL sources are also included.
• Scope: Grants access to either: all current and future Sources, or only specific Sources, or Sources with a specific Label (BT only).

Source Admin

• Edit access to assigned source(s), source settings, connected streaming destinations, schema, transformations, the source’s write key and live data in the debugger. Reverse ETL sources are also included.
• Scope: Grants access to either: all current and future Sources, or only specific Sources, or Sources with a specific Label (BT only).

Unify and Engage Admin

• Edit access to Unify settings and if purchased, Engage Audiences, Traits, Journeys, Content, and settings.
• Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Unify and Engage Read-only

• Read-only access to Unify settings and if purchased, Engage audiences, traits, journeys, and content. Cannot download PII or edit settings in Unify or Engage.
• Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Unify Read-only, Engage User

• Read-only access to Unify settings and if purchased, edit access to Engage audiences, traits, journeys, and content. Cannot download PII or edit settings in Unify or Engage.
• Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Tracking Plan Admin

• Edit access to all Tracking Plans in Protocols.
• Scope: Grants access to all Tracking Plans.

Tracking Plan Read-only

• Read access to all Tracking Plans in Protocols.
• Scope: Grants access to all Tracking Plans.

Warehouse Destination Admin

• Edit access to warehouse destinations and warehouse destination settings. (For example, Redshift, Postgres, BigQuery)
• Scope: Grants access to all warehouses.

Warehouse Destination Read-only

• Read-only access warehouse destination and warehouse destination settings. (For example, Redshift, Postgres, BigQuery)
• Scope: Grants access to all warehouses.

Entities Admin

Full edit and view access to all entity models and connection details.

Entities Read-only

Read-only access, with the ability to view entity models.

PII Access

The Segment App doesn’t show detected Personally Identifiable Information (PII) to workspace members if the information matches specific expected formats for PII. When PII Access turns off, detected PII is masked based on red or yellow default matchers and any custom matchers defined in the Privacy Portal.

Workspace Owners can grant specific individuals or groups access to PII from their Access Management settings. PII Access only applies to the resources a user or user group has access to; it doesn’t expand a user’s access beyond the original scope. All Workspace Owners have PII access by default.

For example, users with PII Access and Source Admin/Read-Only permissions can view any PII present in the Source Debugger. However, users with the PII Access role don’t have Privacy Portal access.

Only users with the Workspace Owner role can access the Privacy Portal.

Roles for managing Engage destinations

Engage destinations aren’t included in the Engage roles by default. Users with Engage roles (including the Engage Admin) need additional permissions for each Engage space they work with to manage that Engage space’s destinations.

Grant these users Unify and Engage Admin on the selected Engage space and Source Admin on the source named Engage (space name) to grant them access to the Engage destinations for that Engage space.

Roles for connecting resources

To connect two resource instances, you must have access to both. You can either grant this access to all resources, or to the specific resources you want to connect.

To connect a source to warehouse you must have Source Admin and Warehouse Admin access for the source and the warehouse.

To connect source to tracking plan requires Source Admin and Tracking Plan Admin access for the source and the tracking plan.

Roles for Protocols Transformations

To view transformations, you need Source Read-only, either for all Sources or the specific Sources using Protocols.

To create or edit transformations you must have either Source Admin for all Sources, or for the specific Sources used with Protocols.

Roles for Privacy Portal

The Privacy Portal is only accessible by Workspace owners. To view, create or edit any section of the Privacy Portal, you need to have the Workspace Owner role.