Role Based Access Control (RBAC)

This page explains how to manage HCL CDP user access to HCL CDP features within the Unica platform by assigning specific roles.

The administrators with the essential information needed to configure user access through a robust system of roles and permissions. By defining roles and assigning specific permissions, users can access only to the functionalities required for their responsibilities.

Managing HCL CDP user, roles and user groups are integrated in Unica+ Platform. For comprehensive information on administrative functions on user and role management, please refer to the Unica+ Platform Guide.
Note: The Role-Based Access Control (RBAC) is available only in the Unica Platform-integrated environment, and not in Standalone HCL CDP environment.

Default Roles

HCL CDP includes the following default roles:

  • CDP User: Has restricted permissions to most of the features.
  • CDP Marketing Manager: Has all view permission.
  • CDP Data Analyst: Has all permissions for dashboards.
  • CDP Admin: Has unrestricted access.

Adding a New Role

To create a new role, follow the steps below:

  1. From the platform menu, click Settings > User roles and permissions.
  2. From the User roles and permission tree, expand Unica CDP > partition1.
  3. On the right pane, click Add roles and assign permissions.
  4. Enter name and description for the new role.
  5. Click Save and edit permissions.
  6. Assign permissions to a role with following statuses in the relevant checkboxes.
    • Checkbox (Ticked): Permission is Granted.
    • Blank (Empty): Permission is Not Granted (no explicit action).
    • Cross (X): Permission is Explicitly Denied.
  7. Click Save Changes.
    Note:
    • Union Logic: If a user is assigned multiple roles and one role has the permission Granted (checkbox) while another has the permission Not Granted (blank), the permission is ultimately Granted (access is allowed).
    • Denial Logic: If a user is assigned multiple roles and any of those roles has the permission Explicitly Denied (cross), the explicit deny takes precedence, and the user will not have access, even if another role grants the permission.
  8. As a result, the Unica CDP menu will be displayed in the Platform menu.
    Note:
    • Menu Visible: The CDP menu is visible only if the user has a CDP role assigned and at least one permission for any of their assigned CDP roles is explicitly Granted (checkbox).
    • Menu Invisible: If a user is assigned a CDP role, but all permissions for that role are Not Granted (blank/empty), the CDP menu is invisible. Also, if a user has multiple roles, and one of them explicitly denies all permissions, the explicit deny will make the CDP menu invisible.

Permissions

Permissions grant access to specific actions and features within the platform. Below is a list of available permissions and their functions.

Dashboards
View Dashboard: Grants access to view system and performance dashboards.
Manage Dashboard Builder: Grants access to custom dashboard builder for creating and managing custom dashboards.