Navigation, entry points, terminology, and permission changes
We recently updated the navigation bar for a more consistent user experience. This update changes the entry points for some features, terminology, role permissions, and UI text.
We are updating our documentation to reflect these changes. Thank you for your patience.
The following table summarizes the key updates. For changes not listed here, please see the product interface for the latest information.
Item | After | Before | Description |
Feature entry points | |||
V3 Data Source and dataset | Configuration Management > Data Center | User Insight > Data Source | - |
V4 ID type management | Configuration Management > Data Access Management | Admin Center > Workspace | - |
V4 Data Source, Data Import, User Attribute Management, and Event Center (new V4 version) | Configuration Management > Data Access Management | User Insight > Data Source | User Attribute Management has been merged into the Data Import page as a tab and is no longer a separate menu item. |
Analysis Dashboard, Repurchase Prediction (V3 only), and Product Recommendation (V3 only) | User Insight | Standalone top-level module | - |
Campaign Management | User Marketing > Campaign Management | User Insight | - |
Automated Marketing | Standalone top-level module | User Marketing | - |
Template Management, Asset Management, and Short Link Management for each reach marketing channel | Within each reach marketing channel module and in User Marketing > Campaign Management | User Marketing > Content Management | - |
Marketing Account Management, Fatigue Control (V4 only), Webhook Management, and Report Configuration (V4 only) | Configuration Management > Marketing Configuration | User Marketing > Account Configuration, Admin Center > Workspace, and User Insight > Campaigns > Data Configuration | - |
Event Management (V3 and legacy V4) | Configuration Management > Automated Management | User Marketing > Automated Marketing > Event Management | - |
Other modules purchased through feature packs | Under the Others directory | Standalone top-level module | - |
Terminology | |||
- | Reach Marketing | Proprietary Marketing | - |
- | Segment | Audience | This change only applies to V4. The term remains unchanged in V3. |
- | Member, Member Group | User | This change only applies to V4. The term remains unchanged in V3. Users in organizations and workspaces will be called organization members and workspace members, respectively, to distinguish them from your users (consumers). |
- | User | Customer | This change only applies to V4. The terms "user" and "customer" are now unified as "user". |
Role permissions | |||
After the update, the permission points for preset system roles and custom roles have been adjusted according to the new navigation bar structure:
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