Access and permissions: who sees and does what?

What you can see and do in CAP Explorer depends on three things. The pages in the Help Center show below the title which permission you need for a task.

Account typeretailer, brand, agency or Cyreen→Level in the companyhead office, region or store: which stores you see→Rolepermissions to view and manage per area

Account type

Account type	What you see
Retailer	Campaigns, visuals and reports of your company, limited to the stores of your level
Brand	Only the campaigns shared with you, and within them the released part. You log in through Brand Access.
Agency	Today, agencies work with the user type Cyreen User. A separate account type follows once it is released, see What is changing.
Cyreen	All companies and stores

Retailers create brand users themselves, see Manage brand users.

Level in the company: which stores you see

A retailer account is built like the company. Every user belongs to one of these levels:

Level	Sees
Head office	all stores of the company
Region	the stores of its region
Store	only its own store

Lists and dashboards only show campaigns, visuals and figures from these stores. The Performance dashboard of a campaign is only visible to the company that owns the campaign, to Cyreen and to brands it has been shared with.

Role: what you are allowed to do

Every user has one or more roles. A role bundles permissions, with two levels per area:

• View: you can look at the area.
• Manage: you can also create and edit there. There is no separate permission for creating.

A role can, for example, create loop-based campaigns but only view contact-based ones.

Which permission do I need?

PermissionViewManage

Loop-based Campaigns view the list and details create, change, clone, stop, delete

Contact-based Campaigns view the list create and change

Contact-based Visuals view the list create, change, clone, Stop Playout

Analytics products, marketing activities · a separate permission each for editing

Reports view the Impressions and Performance dashboards request the Performance dashboard (Request), share a report (Share)

Listing Check · run and save the Listing Check

User List view users create, change and delete users and brand users

Data Exchange one permission per tab: Upload (upload receipt data), Download ·

View: see it. Manage: also create and edit. Which stores you see depends on the level of your company. If you are missing the permission, contact the administrator of your account.

The permissions in the Permission Details are named like the menu entries, for example Loop-based Campaigns or User List. The Roles page shows which roles exist in your account, see Manage user roles.

Entries of other companies

You only edit and share entries of your own company. If a visual of another company plays in your stores, you see it in the list, but Edit and Clone show Not Available. Only Cyreen can edit and share entries of other companies.

If an area is switched off for your company, for example the Listing Check or Data Exchange, it is missing from the menu even if your role has the permission. If you lack a permission, you see No permission or No access. In that case, contact the administrator of your account.

What is changing

Cyreen is extending access. New with the upcoming CAP Explorer release:

• Tenants: a tenant groups several retailers. If you have access to several, you choose one when you log in.
• Retailer filter: users with several retailers filter by one retailer at the bottom left or see all of them together, see The interface.
• Agencies: agencies get their own account type once it is released and, depending on their release, see only their own data or also data of the tenant and the retailers.
• Retailer users: for them everything stays as described above.