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Standard Roles Matrix

Los roles estándar son plantillas de acceso predefinidas de Loyal Guru. Usa esta matriz para elegir el rol más cercano a cada operador y asignarlo directamente, o clonarlo a un rol personalizado si necesitas una variación.

Esta página es una referencia de producto. Loyal Guru puede actualizar los permisos de los roles estándar con el tiempo: confirma el checklist en vivo en Configuration → Users → Roles cuando necesites una decisión exacta de permiso.

Para crear roles personalizados, clonar roles estándar y gestionar grupos de roles, consulta Users & Roles.

Los nombres de permiso de las tablas se mantienen en inglés, alineados con las etiquetas habituales de Owner.

Visión general de roles estándar​

  • Owner (rol estándar): Autoridad de negocio completa de la compañía. Acceso completo (✅) a todos los módulos. Es el único rol estándar con supervisión total de la plataforma.
  • User Admin: Control de acceso centrado en Configuration (Users, Roles, Privacy). Sin acceso (❌) a módulos de marketing ni Loyalty Insights — separa administración y estrategia.
  • Marketing Specialist: Operador de campañas del día a día. Acceso completo (✅) a Promotional, Gamified y Campaign Personalization. Acceso parcial (🔷) a Configuration para ajustes de marketing.
  • Marketing Viewer: Rol estratégico de solo lectura. Puede ver módulos de campañas (Promotional, Gamified, Personalization) pero no editar.
  • Content Creator: Producción de canales y contenido. Acceso completo (✅) a canales de Campaign Personalization (emails, landings y contenido relacionado). Sin acceso (❌) a la lógica de promociones ni Loyalty Insights.
  • Tech Integration: Arquitecto técnico. Acceso completo (✅) a Configuration (APIs, syncs, webhooks) y Company Data. Sin acceso (❌) a marketing o insights.
  • Analytics: Especialista de datos. Acceso completo (✅) a Loyalty Insights.
  • Support Lead: Soporte avanzado. Acceso completo (✅) a Customers con acciones de perfil; solo lectura (🔵) en catálogos de tienda y producto; sin acceso (❌) a campañas.
  • Support Agent: Soporte de primera línea. Acceso de visualización (🔵) a Customers y catálogos; sin acceso (❌) a campañas.

Visión general por módulo​

SímboloSignificado
✅Acceso completo — gestionar el módulo (ver, crear, editar, eliminar según aplique)
🔵Solo lectura
🔷Parcial — acceso limitado a herramientas o subsecciones concretas
❌Sin acceso — el módulo queda oculto para este rol
ModuleOwner (role)User AdminTech IntegrationMarketing SpecialistMarketing ViewerContent CreatorAnalyticsSupport LeadSupport Agent
Loyalty Insights✅❌❌❌❌❌✅❌❌
Loyalty and Promotional engine✅❌❌✅🔷❌❌❌❌
Gamified Campaigns✅❌❌✅🔷❌❌❌❌
Campaign Personalization✅❌❌✅🔷🔷❌❌❌
Promo Calculation✅❌✅❌❌❌❌❌❌
Customers✅❌🔷🔷🔷❌❌🔷🔷
Company Data✅❌✅✅🔷❌❌🔷🔷
Configuration✅🔷🔷🔷🔷❌❌❌❌

Las secciones siguientes desglosan cada área por permiso. Las columnas solo listan los roles estándar que suelen tener acceso en esa área.

Loyalty Insights​

SectionOwner (role)Analytics
Loyalty Insights✅✅
- View Dashboards✅✅
- View Filters✅✅
- Save Filters✅✅
- Delete Filters✅✅

Loyalty and Promotional engine​

Leyenda de las tablas siguientes: ✅ acceso completo · 🔵 solo lectura · ❌ sin acceso.

SectionOwner (role)Marketing SpecialistMarketing Viewer
Discounts or Coupons✅✅🔵
Points & Wallet✅✅🔵
Rewards✅✅🔵
Partners✅✅🔵
SectionOwnerMarketing SpecialistMarketing Viewer
Discounts or Coupons✅✅🔵
- View Discount Campaigns/ View Coupons✅✅✅
- Create Discount Campaigns/ Create Coupons✅✅❌
- Clone Discount Campaigns✅✅❌
- Edit Discount Campaigns/ Edit Coupons✅✅❌
- Delete Discount Campaigns/Delete Coupons✅✅❌
- View Vouchers✅✅✅
- Cancel Vouchers✅✅❌
- View Historical Reuse✅✅✅
- View Campaign Category✅✅✅
- Create Campaign Category✅✅❌
- Edit Campaign Category✅✅❌
- Delete Campaign Category✅✅❌
- View Campaign Histories✅✅✅
Points & Wallet✅✅🔵
- View Points Campaigns✅✅✅
- Create Points Campaigns✅✅❌
- Clone Points Campaigns✅✅❌
- Edit Points Campaigns✅✅❌
- Give Massive points✅✅❌
- View Vouchers✅✅✅
- Cancel Vouchers✅✅❌
- View bulk task history✅✅✅
- View Campaign Category✅✅✅
- Create Campaign Category✅✅❌
- Edit Campaign Category✅✅❌
- Delete Campaign Category✅✅❌
- View Campaign Histories✅✅✅
Rewards✅✅🔵
- View Rewards✅✅✅
- Create Rewards✅✅❌
- Edit Rewards✅✅❌
- Delete Rewards✅✅❌
- View Reward Category✅✅✅
- Create Reward Category✅✅❌
- Edit Reward Category✅✅❌
- Delete Reward Category✅✅❌
- View Reward Taxonomy✅✅✅
- Create Reward Taxonomy✅✅❌
- Edit Reward Taxonomy✅✅❌
- Delete Reward Taxonomy✅✅❌
- View Redemptions✅✅✅
Partners✅✅🔵
- View Partners✅✅✅
- Create Partners✅✅❌
- Edit Partners✅✅❌
- Delete Partners✅✅❌

Gamified Campaigns​

SectionOwnerMarketing SpecialistMarketing Viewer
Challenges✅✅🔵
Games✅✅🔵
Instant Win✅✅🔵
SectionOwnerMarketing SpecialistMarketing Viewer
Challenges✅✅🔵
- View Challenges✅✅✅
- Create Challenges✅✅❌
- Edit Challenges✅✅❌
- Delete Challenges✅✅❌
Games✅✅🔵
- View Games✅✅✅
- Create Games✅✅❌
- Edit Games✅✅❌
- Delete Games✅✅❌
Instant Win✅✅🔵
- View Instant Coupon Win✅✅✅
- Create Instant Coupon Win✅✅❌

Campaign Personalization​

SectionOwnerMarketing SpecialistMarketing ViewerContent Creator
Targeted Delivery✅✅🔵❌
Intelligent Delivery✅✅🔵❌
Audiences✅✅🔵❌
Channels✅✅🔵✅
Blueprints Campaigns✅✅🔵✅
SectionOwnerMarketing SpecialistMarketing ViewerContent Creator
Targeted Delivery✅✅🔵❌
- View Targeted Delivery✅✅✅❌
- Create Targeted Delivery✅✅❌❌
- Edit Targeted Delivery✅✅❌❌
- Delete Targeted Delivery✅✅❌❌
- Clone Targeted Delivery✅✅❌❌
- Cancel Campaign✅✅❌❌
- Reprint vouchers✅✅❌❌
- View statistics✅✅✅❌
- View Campaign Category✅✅✅❌
- Create Campaign Category✅✅❌❌
- Edit Campaign Category✅✅❌❌
- Delete Campaign Category✅✅❌❌
Intelligent Delivery✅✅🔵❌
- View Intelligent Delivery✅✅✅❌
- Create Intelligent Delivery✅✅❌❌
- Edit Intelligent Delivery✅✅❌❌
- Delete Intelligent Delivery✅✅❌❌
- Clone Intelligent Delivery✅✅❌❌
- Execute Forecast✅✅❌❌
- Execute ROI✅✅❌❌
- View plan adjustment✅✅✅❌
Audiences✅✅🔵❌
- View Audiences✅✅✅❌
- Create Audiences✅✅❌❌
- Edit Audiences✅✅❌❌
- Delete Audiences✅✅❌❌
- Clone Audiences✅✅❌❌
- Archive Audiences✅✅❌❌
- Unarchive Audiences✅✅❌❌
- Export CSV Audiences✅✅✅❌
- Tag Audiences✅✅❌❌
- Reset Tags✅✅❌❌
- View Audiences Category✅✅✅❌
- Create Audiences Category✅✅❌❌
- Edit Audiences Category✅✅❌❌
Channels✅✅🔵✅
- View Email Template✅✅✅✅
- Create Email Template✅✅❌✅
- Edit Email Template✅✅❌✅
- Delete Email Template✅✅❌✅
- Clone Email Template✅✅❌✅
- View SMS Template✅✅✅✅
- Create SMS Template✅✅❌✅
- Edit SMS Template✅✅❌✅
- View Landing page✅✅✅✅
- Create Landing page✅✅❌✅
- Edit Landing page✅✅❌✅
- Clone Landing page✅✅❌✅
- View Push Template✅✅✅✅
- Create Push Template✅✅❌✅
- Edit Push Template✅✅❌✅
- View Content✅✅✅✅
- Create Content✅✅❌✅
- Edit Content✅✅❌✅
- Delete Content✅✅❌✅
- View Content Category✅✅✅✅
- Create Content Category✅✅❌✅
- Edit Content Category✅✅❌✅
- View Content Taxonomy✅✅✅✅
- Create Content Taxonomy✅✅❌✅
- Edit Content Taxonomy✅✅❌✅
- View Ticket Message✅✅✅✅
- Create Ticket Message✅✅❌✅
- Edit Ticket Message✅✅❌✅
- View Assigned Ticket Message✅✅✅✅
- View Ticket Message Category✅✅✅✅
- Create Ticket Message Category✅✅❌✅
- Edit Ticket Message Category✅✅❌✅
Blueprints Campaigns✅✅🔵✅
- View Blueprint Campaign✅✅✅✅
- Create Blueprint Campaign✅✅❌✅
- Edit Blueprint Campaign✅✅❌✅
- Delete Blueprint Campaign✅✅❌✅

Customers​

SectionOwnerTech IntegrationMarketing SpecialistMarketing ViewerSupport LeadSupport Agent
Customers✅🔵❌❌✅🔵
Events/Carts✅🔵❌❌✅🔵
Events/Triggers✅✅❌❌❌❌
Events/Custom Events✅✅❌❌🔵🔵
Calculated Attributes✅✅❌❌🔵🔵
Tiers✅❌✅🔵🔵🔵
Webhooks & Connectors✅✅❌❌❌❌
SectionOwnerTech IntegrationMarketing SpecialistMarketing ViewerSupport LeadSupport Agent
Customers✅🔵❌❌✅🔵
- View Customers✅✅❌❌✅✅
- Create Customers✅❌❌❌✅❌
- Edit Customers✅❌❌❌✅❌
- Delete Customers✅❌❌❌✅❌
- Points Grant✅❌❌❌✅❌
- Points Transfer✅❌❌❌✅❌
- Subtract Points✅❌❌❌✅❌
- Redeem Rewards✅❌❌❌✅❌
- Customer Merge✅❌❌❌✅❌
- New Card✅❌❌❌✅❌
- Block User✅❌❌❌✅❌
- Mark Fraudulent✅❌❌❌✅❌
- View Customer Points✅✅❌❌✅✅
- View Customer Discounts✅✅❌❌✅✅
- View Customer Rewards✅✅❌❌✅✅
- View Customer Voucher✅✅❌❌✅✅
- Give manual coupon✅❌❌❌✅❌
- View Customer Targeted Deliveries✅✅❌❌✅✅
- View Customer Associates✅✅❌❌✅✅
- View Customer Attributes✅✅❌❌✅✅
- View Customer Calculated Attributes✅✅❌❌✅✅
- View Customer Custom Events✅✅❌❌✅✅
- View Customer Carts✅✅❌❌✅✅
- View Customer Privacy Policy✅✅❌❌✅✅
- View Customer Tagged in audiences✅✅❌❌✅✅
- View Customer Tag evolution✅✅❌❌✅✅
- View Customer Active Challenges✅✅❌❌✅✅
Events/Carts✅🔵❌❌✅🔵
- View Carts✅✅❌❌✅✅
Events/Triggers✅✅❌❌❌❌
- View Triggers✅✅❌❌❌❌
- Create Triggers✅✅❌❌❌❌
- Edit Triggers✅✅❌❌❌❌
Events/Custom Events✅✅❌❌🔵🔵
- View Custom Events✅✅❌❌✅✅
- Create Custom Events✅✅❌❌❌❌
- Edit Custom Events✅✅❌❌❌❌
- Delete Custom Events✅✅❌❌❌❌
Calculated Attributes✅✅❌❌🔵🔵
- View Calculated Attributes✅✅❌❌✅✅
- Create Calculated Attributes✅✅❌❌❌❌
- Edit Calculated Attributes✅✅❌❌❌❌
- Delete Calculated Attributes✅✅❌❌❌❌
- Execute Calculated Attributes✅✅❌❌❌❌
Tiers✅❌✅🔵🔵🔵
- View Tiers✅❌✅✅✅✅
- Create Tiers✅❌✅❌❌❌
- Edit Tiers✅❌✅❌❌❌
- Delete Tiers✅❌✅❌❌❌
Webhooks & Connectors✅✅❌❌❌❌
- View Connectors & Actions✅✅❌❌❌❌
- Create Connectors & Actions✅✅❌❌❌❌
- Edit Connectors & Actions✅✅❌❌❌❌
- Delete Connectors & Actions✅✅❌❌❌❌

Company Data​

SectionOwnerTech IntegrationMarketing SpecialistMarketing ViewerSupport LeadSupport Agent
Product Catalog✅✅✅🔵🔵🔵
Store Catalog✅✅✅🔵🔵🔵
Promotions✅✅✅🔵🔵🔵
SectionOwnerTech IntegrationMarketing SpecialistMarketing ViewerSupport LeadSupport Agent
Product Catalog✅✅✅🔵🔵🔵
- View Products✅✅✅✅✅✅
- Create Products✅✅✅❌❌❌
- Edit Products✅✅✅❌❌❌
- View Product Category✅✅✅✅✅✅
- Create Product Category✅✅✅❌❌❌
- Edit Product Category✅✅✅❌❌❌
- View Internal Product Category✅✅✅✅✅✅
- Create Internal Product Category✅✅✅❌❌❌
- Edit Internal Product Category✅✅✅❌❌❌
- View Product Taxonomy✅✅✅✅✅✅
- Create Product Taxonomy✅✅✅❌❌❌
- Edit Product Taxonomy✅✅✅❌❌❌
Store Catalog✅✅✅🔵🔵🔵
- View Store✅✅✅✅✅✅
- Create Store✅✅✅❌❌❌
- Edit Store✅✅✅❌❌❌
- View Store Category✅✅✅✅✅✅
- Create Store Category✅✅✅❌❌❌
- Edit Store Category✅✅✅❌❌❌
- View Store Taxonomy✅✅✅✅✅✅
- Create Store Taxonomy✅✅✅❌❌❌
- Edit Store Taxonomy✅✅✅❌❌❌
Promotions✅✅✅🔵🔵🔵
- View Promotion✅✅✅✅✅✅
- Create Promotion✅✅✅❌❌❌
- Edit Promotion✅✅✅❌❌❌
- View Promotion Type✅✅✅✅✅✅
- Create Promotion Type✅✅✅❌❌❌
- Edit Promotion Type✅✅✅❌❌❌

Configuration​

SectionOwnerUser AdminTech IntegrationMarketing SpecialistMarketing Viewer
Data Collection✅❌✅❌❌
Promotions✅❌✅❌❌
- Points & Wallet✅❌❌✅🔵
- Discounts✅❌❌✅🔵
- Coupons✅❌❌✅🔵
Campaign Personalization✅❌❌✅🔵
- General✅❌❌✅🔵
- Alert on plans✅❌❌✅🔵
Channels✅❌❌✅🔵
- General✅❌❌✅🔵
- Low credit alerts✅❌❌✅🔵
Scheduler✅❌❌✅🔵
- Scheduled Tasks✅❌❌✅🔵
- Exports✅❌❌✅🔵
- Tagging✅❌❌✅🔵
Consent & Privacy✅❌❌❌❌
- General✅❌❌❌❌
- Data protection🔵❌❌❌❌
- Data retention policy✅❌❌❌❌
- Data subject requests✅❌❌❌❌
Users & Roles✅✅❌❌❌
Company✅❌✅❌❌
- Details✅❌❌❌❌
- Language✅❌❌❌❌
- Custom Attributes✅❌✅❌❌
- Barcodes🔵❌❌❌❌
- App🔵❌❌❌❌
- Cart Channels✅❌✅❌❌
- SAML2 SSO configuration✅❌❌❌❌
- Versions✅❌❌❌❌
- User Security🔵❌❌❌❌
- Reserved Ids✅❌✅❌❌
Payments✅❌✅❌❌
- Invoices✅❌❌❌❌
- Credit transactions🔵❌❌❌❌
- Credits🔵❌❌❌❌
- Payment Methods✅❌✅❌❌
SectionOwnerUser AdminTech IntegrationMarketing SpecialistMarketing Viewer
Data Collection✅❌✅❌❌
- View API keys✅❌✅❌❌
- View Sync List✅❌✅❌❌
Promotions✅❌✅❌❌
- View feature exclusions✅❌❌✅✅
- Add feature exclusions✅❌❌✅❌
- View Product exclusions✅❌❌✅✅
- Add Product exclusions✅❌❌✅❌
- View Wallet/Point accumulation limits✅❌❌✅✅
- Create Wallet/Point accumulation limits✅❌❌✅❌
- View Cashback✅❌❌✅✅
- Create Cashback✅❌❌✅❌
- Edit Cashback✅❌❌✅❌
- View Cashback Levels✅❌❌✅✅
- Create Cashback Levels✅❌❌✅❌
- Edit Cashback Levels✅❌❌✅❌
- Delete Cashback Levels✅❌❌✅❌
- View Cashback Configuration✅❌❌✅✅
- Create Cashback Configuration✅❌❌✅❌
- Edit Cashback Configuration✅❌❌✅❌
- Delete Cashback Configuration✅❌❌✅❌
- Set Default Currency✅❌❌✅❌
- View Currency Conversions✅❌❌✅✅
- Create Currency Conversions✅❌❌✅❌
- Edit Currency Conversions✅❌❌✅❌
- Set Coupon printing✅❌❌✅❌
- Set Coupon codes✅❌❌✅❌
Campaign Personalization✅❌❌✅🔵
- View General Configuration✅❌❌✅✅
- Edit General Configuration✅❌❌✅❌
- View Alerts on Plan Configuration✅❌❌✅✅
- Edit Alerts on Plan Configuration✅❌❌✅❌
Channels✅❌❌✅🔵
- View General Configuration✅❌❌✅✅
- Edit General Configuration✅❌❌✅❌
- View Contact Policy✅❌❌✅✅
- Create Contact Policy✅❌❌✅❌
- Edit Contact Policy✅❌❌✅❌
- Delete Contact Policy✅❌❌✅❌
- View Credit alert configuration✅❌❌✅✅
- Edit Credit alert configuration✅❌❌✅❌
Scheduler✅❌❌✅🔵
- View Scheduled Tasks✅❌❌✅✅
- Create Scheduled Tasks✅❌❌✅❌
- Edit Scheduled Tasks✅❌❌✅❌
- Delete Scheduled Tasks✅❌❌✅❌
- Configure Exports✅❌❌✅❌
- View Scheduled Tagging✅❌❌✅✅
- Create Scheduled Tagging✅❌❌✅❌
Consent & Privacy✅❌❌❌❌
- View General Configuration✅❌❌❌❌
- Edit General Configuration✅❌❌❌❌
- View Data Protection Configuration✅❌❌❌❌
- Edit Data Protection Configuration✅❌❌❌❌
- View Data Retention Policy✅❌❌❌❌
- Edit Data Retention Policy✅❌❌❌❌
Users & Roles✅✅❌❌❌
- View Users✅✅❌❌❌
- Create Users✅✅❌❌❌
- Edit Users✅✅❌❌❌
- Delete Users✅✅❌❌❌
- Unblock Users✅✅❌❌❌
- Send reset password Users✅✅❌❌❌
- View Groups✅✅❌❌❌
- Create Groups✅✅❌❌❌
- Edit Groups✅✅❌❌❌
- Delete Groups✅✅❌❌❌
- View Roles✅✅❌❌❌
- Create Roles✅✅❌❌❌
- Edit Roles✅✅❌❌❌
- Delete Roles✅✅❌❌❌
Company✅❌✅❌❌
- View Company Details✅❌❌❌❌
- Edit Company Details✅❌❌❌❌
- View Company Language✅❌❌❌❌
- Edit Company Language✅❌❌❌❌
- View Custom Attributes Configuration✅❌✅❌❌
- Edit Custom Attributes Configuration✅❌✅❌❌
- View Additional Cost✅❌❌❌❌
- Create Additional Cost✅❌❌❌❌
- Edit Additional Cost✅❌❌❌❌
- View Barcodes Configuration✅❌❌❌❌
- Edit Barcodes Configuration✅❌❌❌❌
- View App Configuration✅❌❌❌❌
- Edit App Configuration✅❌❌❌❌
- View Cart Channels✅❌✅❌❌
- Create Cart Channels✅❌✅❌❌
- Edit Cart Channels✅❌✅❌❌
- Delete Cart Channels✅❌✅❌❌
- View Versions✅❌❌❌❌
- View User Security✅❌❌❌❌
- Edit User Security✅❌❌❌❌
- View Reserved Ids✅❌✅❌❌
- Load Reserved Ids✅❌✅❌❌
Payments✅❌✅❌❌
- View invoices✅❌❌❌❌
- View credit transactions✅❌❌❌❌
- View Credits✅❌❌❌❌
- View Payment methods✅❌✅❌❌
- Create Payment methods✅❌✅❌❌
- Delete Payment methods✅❌✅❌❌