Sitecore Super User Roles

There are often times when we need to have what I would call super users in Sitecore environments – users that need access to pretty much everything without being logged in as a Sitecore admin.

Below is the list of roles a super user should be a member of along with Sitecore’s explanation of what each roles encompasses.  Sitecore’s full documentation on the 82 different security roles is here,

  1. Analytics Advanced Testing
    • Gives the user access to see additional tabs and controls in the Marketing Control Panel.
    • You typically give this role to optimization experts, who need expanded rights when performing tests, traffic allocation, and so on.
  2. Analytics Maintaining
    • Gives the user access to the Marketing Control Panel, the Engagement Plan Designer, and the Supervisor.
    • The role gives the user permissions to create goal or page event messages and campaigns for messages.
  3. Analytics Management Reporting
    • Gives the user access to view the management reports for optimization efforts.
    • This role is typically given to users working with optimization, who wants to view management reports for the optimization efforts. The user can still perform tests, but this is not their main objective.
  4. Analytics Personalization
    • Gives the user access to the personalization functionality in the Experience Editor and in the Content Editor.
    • Members of this role can create and edit personalization rules. Users who are not members of this role can switch personalization variations.
  5. Analytics Reporting
    • Gives the user access to the Marketing Control Panel, Experience Analytics, Experience Profile, Path Analyzer, and to the Engagement Plan Monitor.
  6. Developer
    • Gives the user access to content manipulation facilities in the Content Editor, plus all the design and authoring roles normally used by client authors and client designers. It also provides access to more functionality on the ribbon of the Content Editor to allow full development features for users assigned to this role.
    • This role also has access to the Development Tools menu in the Sitecore menu, which gives the user access to further development tools, such as the Package Designer.
  7. Experience Explorer
    • Gives the user access to the explore mode in the Experience Editor and to manage the Presets of the Explore mode in the Marketing Control Panel.
    • The role is intended for marketers who set up campaigns and personalization.
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Sitecore Cross-site In Session Personalization

Assume you have a scenario with two different websites for US travel and Canada travel (“US.travel.com” and “CA.travel.com”)  that have different home nodes in a shared Sitecore instance.  Marketing Control Panel content such as goals and campaigns is shared as well.

By default in session personalization works for each individual site.  Identifying and merging contacts at the end of the session allows for post session personalization (assuming the contacts have been identified) but does nothing to address the user triggering a goal on the US site and then navigating to the CA site.  Out of the box, no personalization on the CA site would kick in based on the goal triggered on the US site until after session end.

It turns out that you can share an analytics session assuming that the sites in question share a domain and you have a shared session database:

  1. Configure shared session cookies based on a domain by adding “ <httpCookies domain=”.travel.com”/>” (with your domain name of choice of course) in the system.web section of the web.config
  2. Configure a shared session state database (instructions for 8.2 are here)

If you want to add some diagnostics to view this real time, you can access the Tracker.Current.Session.Interaction data.  You will see it contains the same ContactId and InteractionId for both websites and the pages collection including page visits and goals triggered are in sync across both sites as well.

Voila – personalization now works for both the US and CA sites exactly the same as it normally does for a single site.