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Roles

A role gives a user access to resources within a workspace. Roles are additive, and can combine to configure a custom policy for a Team Member or a Group. A policy is at least one role plus one resource applied to an individual user or group.

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When a user has both User Permissions and Group Permissions, they will have the highest access given to either of those roles.

Global roles

All Segment workspaces have the following roles, regardless of account type.

Role	Details
Workspace Owner	Owners have full read and edit access to everything in the workspace, including sources, destinations, add-on products, and settings. Owners have full edit access to all team permissions.
Workspace Member	Members inherit custom permissions based on individual roles assigned.
Source Admin	Source admins have edit access to: - assigned source(s) - the settings for that source - any connected streaming destinations - Schema - live data from the source in the debugger - the source's write key A user with the Source Admin role can get access to either all current and future sources, or a specific list of sources, or (if you're on a Business plan) to sources with a specific Label. Source Admins can create new sources when the "All sources in Workspace including future sources" option is selected.
Function Admin	Function admins can create, edit and delete access to assigned function(s). When you assign a user the Functions Admin role, you can grant them access to either all current and future functions, or to a specific list of functions.
Function Read-only	The Function read-only role grants users the ability to read an assigned function(s). When you assign a user the Functions Read-only role, you can grant them access to either all current and future functions, or to a specific list of functions.

Business tier roles

The following roles are only available to Segment Business Tier accounts.

End User Privacy admin

Edit access to End User Privacy Settings. Includes access to Data Privacy Agreement, and user suppression and deletion workflows.
Scope: Grants access to only End User Privacy Settings in the App.

Identity admin

Edit access to Identity settings in Unify.
Scope: Grants access to all Identity settings.

Source read-only

Read access to assigned source(s), source settings, connected streaming destinations, schema, transformations, and live data in the debugger. Reverse ETL sources are also included.
Scope: Grants access to either: all current and future Sources, or only specific Sources, or Sources with a specific Label (BT only).

Source admin

Edit access to assigned source(s), source settings, connected streaming destinations, schema, transformations, the source's write key and live data in the debugger. Reverse ETL sources are also included.
Scope: Grants access to either: all current and future Sources, or only specific Sources, or Sources with a specific Label (BT only).

Unify and Engage admin

Edit access to Unify settings and if purchased, Engage Audiences, Traits, Journeys, Content, and settings.
Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Unify and Engage read-only

Read-only access to Unify settings and if purchased, Engage audiences, traits, journeys, and content. Cannot download PII or edit settings in Unify or Engage.
Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Unify read-only, Engage user

Read-only access to Unify settings and if purchased, edit access to Engage audiences, traits, journeys, and content. Cannot download PII or edit settings in Unify or Engage.
Scope: Grants access to either: all current and future Spaces, or a specific list of Spaces, or Spaces with a specific Label (BT only).

Tracking Plan admin

Edit access to all Tracking Plans in Protocols.
Scope: Grants access to all Tracking Plans.

Tracking Plan read-only

Read access to all Tracking Plans in Protocols.
Scope: Grants access to all Tracking Plans.

Warehouse destination admin

Edit access to warehouse destinations and warehouse destination settings. (For example, Redshift, Postgres, BigQuery)
Scope: Grants access to all warehouses.

Warehouse destination read-only

Read-only access warehouse destination and warehouse destination settings. (For example, Redshift, Postgres, BigQuery)
Scope: Grants access to all warehouses.

Entities admin

Full edit and view access to all entity models and connection details.

Entities read-only

Read-only access, with the ability to view entity models.

PII access

The Segment App doesn't show detected Personally Identifiable Information (PII) to workspace members if the information matches specific expected formats for PII. When PII Access turns off, detected PII is masked based on red or yellow default matchers and any custom matchers defined in the Privacy Portal.

Workspace Owners can grant specific individuals or groups access to PII from their Access Management settings. PII Access only applies to the resources a user or user group has access to; it doesn't expand a user's access beyond the original scope. All Workspace Owners have PII access by default.

For example, users with PII Access and Source Admin/Read-Only permissions can view any PII present in the Source Debugger. However, users with the PII Access role don't have Privacy Portal access.

Only users with the Workspace Owner role can access the Privacy Portal.

Roles for managing Engage destinations

When managing destination connections in an Engage space, you may require additional permissions.

Connecting or disconnecting destinations to Engage spaces: To allow a user to connect or disconnect destination instances to your Engage space, grant Unify and Engage Admin access for the specific Engage space, and Source Admin access for the source(s) linked to that Engage space, named Engage (space name).
Managing connections to Engage features (Computed Traits/Audiences/Journeys): To allow a user to attach or detach a destination in your Engage space to specific Engage features like Audiences or Journeys, grant these users Unify and Engage Admin access on the selected Engage space. The Source Admin role is not necessary for this action.

Roles for connecting resources

To connect two resource instances, you must have access to both. You can either grant this access to all resources, or to the specific resources you want to connect.

To connect a source to warehouse you must have Source Admin and Warehouse Admin access for the source and the warehouse.

To connect source to tracking plan requires Source Admin and Tracking Plan Admin access for the source and the tracking plan.

Roles for Protocols transformations

To view transformations, you need Source Read-only, either for all Sources or the specific Sources using Protocols.

To create or edit transformations you must have either Source Admin for all Sources, or for the specific Sources used with Protocols.

Roles for Privacy Portal

The Privacy Portal is only accessible by Workspace owners. To view, create or edit any section of the Privacy Portal, you need to have the Workspace Owner role.