Qualtrics Platform
Customer Journey Optimizer
XM Discover
Qualtrics Social Connect

User Roles and Permissions (CJO)

About User Roles and Permissions (CJO)

User roles determine the actions you can take in the Customer Journey Optimizer. There are 5 different user roles with varying levels of access.

At this time, user roles are managed by Qualtrics employees. If you’d like to change your user role, contact your Qualtrics XM Success Manager.

User Roles

The following user roles are available:

Organization administrator: The highest level of access. Can view and manage journeys, view journey results, and manage connected data systems and maps.
Journey publisher: Can view journeys and publish them live. Cannot create or manage data maps.
Journey designer: Can view and build journeys, but cannot publish them live. Cannot create or manage data maps.
Data administrator: Cannot view or build journeys, but can view connected data systems and create data maps.
Viewer: Can view journeys and their results, but not make any edits.

See the sections below for detailed information about the actions available to each user type.

Unpublished Journeys Permissions

This table covers the actions that each user role can take on an unpublished journey.

Permission / Action	User Role
	Organization administrator	Journey publisher	Journey designer	Data administrator	Viewer
View journeys	Yes	Yes	Yes	Yes	Yes
Create journeys	Yes	Yes	Yes	No	No
Preview journeys with CSV	Yes	Yes	Yes	No	No
Preview journeys with historical data	Yes	Yes	No	No	No
Publish journeys to shadow mode	Yes	Yes	No	No	No
Publish journeys live	Yes	Yes	No	No	No
View previews	Yes	Yes	Yes	Yes	Yes
Edit journeys	Yes	Yes	Yes	No	No
Clone journeys	Yes	Yes	Yes	No	No
Delete journeys	Yes	Yes	No	No	No
View milestones	Yes	Yes	Yes	Yes	Yes
Create milestones	Yes	Yes	Yes	No	No
Delete milestones	Yes	Yes	Yes	No	No
Duplicate milestones	Yes	Yes	Yes	No	No
Turn off milestones	Yes	Yes	Yes	No	No
Reorder milestones	Yes	Yes	Yes	No	No
Edit milestones	Yes	Yes	Yes	No	No
View milestone rules	Yes	Yes	Yes	Yes	Yes
Create milestone rules	Yes	Yes	Yes	No	No
Edit milestone rules	Yes	Yes	Yes	No	No
Delete milestone rules	Yes	Yes	Yes	No	No
Stop & start milestone rules	Yes	Yes	Yes	No	No
Duplicate milestone rules	Yes	Yes	Yes	No	No
Edit milestone settings	Yes	Yes	Yes	No	No
View global rules	Yes	Yes	Yes	Yes	Yes
Create global rules	Yes	Yes	Yes	No	No
Edit global rules	Yes	Yes	Yes	No	No
Delete global rules	Yes	Yes	Yes	No	No
Start & stop global rules	Yes	Yes	Yes	No	No
Duplicate global rules	Yes	Yes	Yes	No	No
Vew entry criteria	Yes	Yes	Yes	Yes	Yes
Edit entry criteria	Yes	Yes	Yes	No	No
Create entry criteria rules	Yes	Yes	Yes	No	No
Edit entry criteria rules	Yes	Yes	Yes	No	No
Delete entry criteria rules	Yes	Yes	Yes	No	No
Start & stop entry criteria rules	Yes	Yes	Yes	No	No

Published Journey Permissions

This table covers the actions that each user role can take on a published journey.

Permission / Action	User Role
	Organization administrator	Journey publisher	Journey designer	Data administrator	Viewer
View journeys	Yes	Yes	Yes	Yes	Yes
Create journeys	Yes	Yes	Yes	No	No
Preview journeys	Yes	Yes	Yes	No	No
Stop journeys	Yes	Yes	No	No	No
View previews	Yes	Yes	Yes	Yes	Yes
Rename journeys	Yes	Yes	Yes	No	No
Edit journeys	No	No	No	No	No
View milestones	Yes	Yes	Yes	Yes	Yes
Create milestones	No	No	No	No	No
Delete milestones	No	No	No	No	No
Duplicate milestones	No	No	No	No	No
Turn off milestones	No	No	No	No	No
Reorder milestones	No	No	No	No	No
Edit milestones	No	No	No	No	No
View milestone rules	Yes	Yes	Yes	Yes	Yes
Create milestone rules	No	No	No	No	No
Edit milestone rules	No	No	No	No	No
Delete milestone rules	No	No	No	No	No
Stop & start milestone rules	No	No	No	No	No
Duplicate milestone rules	No	No	No	No	No
Edit milestone settings	No	No	No	No	No
View journey rules	Yes	Yes	Yes	Yes	Yes
Create journey rules	No	No	No	No	No
Edit journey rules	No	No	No	No	No
Delete journey rules	No	No	No	No	No
Start & stop journey rules	No	No	No	No	No
Duplicate journey rules	No	No	No	No	No
Vew entry criteria	Yes	Yes	Yes	Yes	Yes
Edit entry criteria	No	No	No	No	No
Create entry criteria rules	No	No	No	No	No
Edit entry criteria rules	No	No	No	No	No
Delete entry criteria rules	No	No	No	No	No
Start & stop entry criteria rules	No	No	No	No	No

Data Permissions

This table covers the actions that each user role can take for connected data systems and data maps.

Permission / Action	User Role
	Organization administrator	Journey publisher	Journey designer	Data administrator	Viewer
View connections	Yes	Yes	Yes	Yes	Yes
Create connections	Yes	No	No	Yes	No
Reconnect	Yes	No	No	Yes	No
Edit connections	Yes	No	No	Yes	No
Stop connections	Yes	No	No	Yes	No
Start fetching	Yes	No	No	Yes	No
Fetch metadata	Yes	No	No	Yes	No
View data overview	Yes	Yes	Yes	Yes	Yes
View data maps	Yes	Yes	Yes	Yes	Yes
Create data maps	Yes	No	No	Yes	No
Delete data maps	Yes	No	No	Yes	No
Edit data map with an associated published journey	No	No	No	No	No
Edit data map without an associated published journey	Yes	No	No	Yes	No
Advanced edit data map with an associated published journey	No	No	No	No	No
Advanced edit data map without an associated published journey	Yes	No	No	Yes	No

Analytics Permissions

This table covers the actions that each user role can take for viewing journey results.

Permission / Action	User Role
	Organization administrator	Journey publisher	Journey designer	Data administrator	Viewer
View journey paths	Yes	Yes	Yes	Yes	Yes
View milestone analysis	Yes	Yes	Yes	Yes	Yes
View journey overview	Yes	Yes	Yes	Yes	Yes
View Custom Date filter	Yes	Yes	Yes	No	No
View filters	Yes	Yes	Yes	No	No
Edit filters	Yes	Yes	Yes	No	No