The Authority Management feature in the Intelligent Marketing Agent console is a management tool used for the granular allocation of operational permissions for modules and resources such as the One-to-One Strategy Engine and Marketing Interaction Assistant. This feature enables administrators to efficiently configure permissions in bulk, prevent unauthorized operations, and ensure the security and controllability of marketing data and resources. It is suitable for typical scenarios such as multi-department marketing team collaboration and permission isolation among personnel of different ranks. This document describes the specific procedures for configuring permissions by user and by content.

User Management refers to a user-centric approach, granting specific content resource permissions to each user entity (user, user group, role).

Add User #

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.
2. On the Authority Management page, select User Management > User, and click Add User.
   
3. In the pop-up add dialog, enter the username to be added for selection, and grant specific project permissions (View/Manage). If the user cannot be found, click Create User to enter the Management Center and create a new user.

   tip

   Note: Adding users in User Management under Project Center essentially adds IAM sub-users newly created in BytePlus access control and binds permissions to them.

   
4. At the bottom of the User tab, click Manage All Users to search and view all users under the project, add new users, and perform management operations on them.
   

Add User Group #

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.
2. On the Authority Management page, select User Management > User Group, and click Add User Group.
   
3. In the Create User Group pop-up window, fill in the User Group Name and Description, then click Confirm.
   
4. Click the Edit button for user groups containing users, and select users to add to this user group.
   

Add Role #

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.
2. On the Authority Management page, select User Management > Role, and click Add Role.
   
3. On the Create Role page, complete the following configurations and click Create.
   1. Fill in Basic Information, including name, description, and person in charge of the role.
      
   2. Fill in Authority Settings, selecting the projects and products accessible to the current role.
      
   3. Configure Role Members, including member maintainer and member scope.
      

Authorize users/user groups/roles #

During the authorization process, the administrator must first clarify the user type and object to be authorized, then select the specific authorization content and perform the authorization operation to ensure the controllability of usage permissions.

Click a user, user group, or role, select the specific category of authorization content. Supported authorization content includes: projects, modules, and resources.

• Manage project permissions: Set project permissions for specified users, user groups, and roles, including view and management permissions.
  
• Manage module permissions: Set permissions for specified users, user groups, and roles within the One-to-One Engine and Marketing Interaction Assistant, including view, edit, and management permissions for each module.
  
• Manage resource permissions: Set resource permissions for specified users, user groups, and roles for Memory Library, Profiling Assistant, Query Tool, etc., including view, edit, and management permissions.
  

Content-based management refers to assigning specific users, user groups, or roles to each content object (project, module, resource), centered on content.

Project authorization #

Project-centered management: manage the project view and management permissions for specified users, user groups, and roles.

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.

2. On the Authority Management page, select Content-based Management > Project.
   The following two authorization methods are supported:

   Authorization method	Operation Instructions
   Volume Authorization	In the Operation column of the specified project, click Authority Management. In the interface that pops up on the right, click Authorize. Select the type and object of the authorization target, then click Save.
   Single Authorization	In the user, user group, and role lists, you can grant view or management permissions to specified objects.

Module authorization #

Module authorization is centered on functional modules and allows authorization of specific permissions.

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.

2. On the Authority Management page, select Content Management > Module.
   The following two authorization methods are supported:

   Authorization method	Operation Instructions
   Volume Authorization	In the upper right corner of the Module tab, click Batch Authorization. On the Batch Authorization interface, select the modules and permissions to authorize (supports Select All). Select the type and object of the authorization target, then click Save.
   Single Authorization	In the module list, hover the mouse over the right side of the permissions column for the target module, and click the Settings icon. (Optional) Click Authorize To in the upper right corner of the page, and batch specify authorization targets. (Optional) Authorize specified users, user groups, or roles.

Resource authorization #

Resource Authorization is centered on data resources and allows authorization for specific agents, intents, memory banks, profiling assistants, or profiling tasks.

1. Log in to the Intelligent Marketing Agent console, and select Project Center > Authority Management from the left navigation bar.

2. On the Authority Management page, select Content Management > Resource, and in the Type dropdown list, select the specified resource type.
   You can also directly enter the Resource name in the search box.
   

3. In the Operation column of the specified resource, click Authority Management.
   

4. On the resource details page, authorize users using any of the following methods.

   Authorization method	Operation Instructions
   Volume Authorization	In the interface that pops up on the right, click Authorize To. Select the type and object of the authorization target, then click Save.
   Single Authorization	In the user, user group, or role list, you can grant view or management permissions to specified targets.