How users of different permissions see Single customer view data

Learn how your users of different permission levels see and access the data available on the Single customer view.

Overview

If you use permissions to grant and restrict access for your users, then your users only see content appropriate to their permission level on the Single customer view.

To learn more about user permissions, check out the article Understanding user default permissions.

This article discusses the different permission levels and the content available to them on a contact's profile.

Permissions that affect the Single customer view

Two permissions affect the data you see on the Single customer view: Ecommerce and Reporter.

If a user has both these permissions turned on, they see all the available Single customer view data. However, if you turn a permission off for a user, then some data is restricted from their view. Use the table below to figure out what data is visible to the different permission types.

  Ecommerce Reporter Ecommerce and Reporter
Contact email ✔️ ✔️ ✔️
Contact name ✔️ ✔️ ✔️
Created and subscribed data ✔️ ✔️ ✔️
RFM persona ✔️ ✔️
Purchase phase ✔️ ✔️
Contact scoring ✔️ ✔️ ✔️
Channels ✔️ ✔️ ✔️

Insight data > Sales

✔️ ✔️
Insight data > Engagement ✔️ ✔️
Insight data > Recent orders ✔️ ✔️
To learn more about user permissions and how to turn them on, check out the article Understanding user default permissions.
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