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Custom Access Roles API

The Custom Access Roles API allows account admins to create, modify, and delete lists of specific permissions (custom roles) that can be assigned to users through the mParticle UI. Custom roles are helpful for mParticle accounts with multiple users who don’t need the same degree of access or when an admin needs to prevent a user from accessing a specific feature.

For example, there are only a few features a marketer would need to access, such as Audiences, Calculated Attributes, and the User Activity View. By creating a custom role for marketers, you can remove their access to features that are beyond the scope of their job, such as API Credentials, Data Planning, or Filters. Compared to generic user roles, the Custom Access Roles API gives you granular control so you can create roles that best fit each member of your team.

Endpoint

The Custom Access Roles API is located at https://api.mparticle.com.

Authentication

To use the Custom Access Roles API, you must first create a new set of API credentials that includes access to this API:

Log in to your mParticle account.
Click the User Profile icon at the bottom of the left nav bar, click Settings, and select the API Credentials tab.
Click + Add Credential.
Enter a descriptive name for the Display name.
Check the box next to Custom Roles, and click Save.
Copy the Client ID and Client Secret displayed in the modal window before clicking Done.

Create a new bearer token

After creating the new API credentials for the Custom Roles API, you can authenticate by issuing a POST request to mParticle’s SSO token endpoint:

https://sso.auth.mparticle.com/oauth/token

The JSON body of the request must contain:

client_id - the client ID, issued by mParticle when creating the API credentials
client_secret - the client secret, issued by mParticle when creating the API credentials
audience - set to a value of "https://api.mparticle.com"
grant_type - set to a value of "client_credentials"

Example curl request

curl --request POST \
  --url https://sso.auth.mparticle.com/oauth/token \
  --header 'content-type: application/json' \
  --data '{"client_id":"...","client_secret":"...","audience":"https://api.mparticle.com","grant_type":"client_credentials"}'

Example HTTP request

POST /oauth/token HTTP/1.1
Host: sso.auth.mparticle.com
Content-Type: application/json

{
  "client_id": "your_client_id",
  "client_secret": "your_client_secret",
  "audience": "https://api.mparticle.com",
  "grant_type": "client_credentials"
}

Using your Bearer Token

A successful POST request to the token endpoint will result in a JSON response as follows:

{
  "access_token": "YWIxMjdi883GHBBDnjsdKAJQxNjdjYUUJABbg6hdI.8V6HhxW-",
  "expires_in" : 28800,
  "token_type": "Bearer"
}

Subsequent requests to the Custom Access Roles API can now be authorized by setting the authorization header as follows:

Authorization: Bearer YWIxMjdi883GHBBDnjsdKAJQxNjdjYUUJABbg6hdI.8V6HhxW-

Custom role manifest and tasks

All mParticle custom roles are stored in a JSON custom role manifest. This manifest contains a list of roles, and each role includes a description, name, role ID, and a list of tasks.

A task is a unit of access to mParticle features. Some tasks offer full access and others provide view only access. The tasks detailed in the permissions reference below can be mixed and matched to define the custom role experience provided to users.

To create, modify, or delete a custom role, first retrieve a copy of your current manifest by submitting a GET request to /platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles.

Modify the returned manifest to reflect the changes you want to make. For example, to delete a custom role, delete the corresponding JSON object for that role from your manifest. Finally, upload the edited manifest to /platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles using a PUT request.

Custom roles are visible across an entire mParticle organization, even though the account ID must be included in calls to the Custom Roles API.

When creating a new role, a new role ID is generated and assigned to a role after a successful upload. If you are modifying an existing role, make sure the role_id in the new manifests matches the role_id of the corresponding role in the old manifest. Otherwise a new role_id will create a new role.

The user:core permission is included with every custom role object in your manifest. This permission is necessary for users to be able to log in and view the mParticle dashboard in addition to other basic tasks.

View tasks

Method	Path
GET	`/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/tasks`

Query Parameter	Type	Description
`{orgId:int}`	Integer	The ID of the mParticle organization containing the task list.
`{accountId:int}`	Integer	The ID of the mParticle account containing the task list.

Example curl request

curl --location --request GET 'https://api.mparticle.com/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/tasks' \
--header 'Authorization: Bearer <access token>'

Request body

Empty request body.

Response

A successful request receives an HTTP 200 response code along with a body consisting of the JSON list of tasks that can be assigned to a role in the custom role manifest.

Example response body

Below is an abbreviated example of how the task list is formatted.

[
  {
      "task_id": "cropsdemodatamastermanagement",
      "display_name": "Crops Demo DMM display name",
      "description": "Crops Demo Data Master Management"
  },
  {
      "task_id": "cropsdemobasicuseractions",
      "display_name": "Crops demo basic display name",
      "description": "Crops Demo Basic User Actions"
  }
]

View custom role manifest

Method	Path
GET	`/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles`

Query Parameter	Type	Description
`{orgId:int}`	Integer	The ID of the mParticle organization containing the custom role manifest.
`{accountId:int}`	Integer	The ID of the mParticle account containing the custom role manifest.

Example curl request

curl --location --request GET 'https://api.mparticle.com/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles' \
--header 'Authorization: Bearer <access token>'

Request body

Empty request body.

Response

{
  "roles": [
      {
          "description": "Marketers can view and create new audiences",
          "name": "Marketer",
          "role_id": "marketer_role",
          "tasks": [
              {
                  "task_id": "user:core"
              },
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "user_activity:view"
              }
          ]
      },
      {
          "description": "Activation Admins can connect audiences to outputs and setup new connections for production",
          "name": "Activation Admin",
          "role_id": "453afgwevc",
          "tasks": [
              {
                  "task_id": "user:core"
              },
              {
                  "task_id": "connections:*"
              },
              {
                  "task_id": "live_stream:view"
              }
          ]
      }
  ],
  "last_modified_on" : "2022-06-28 18:24:49",
  "last_modified_by": "example@example.com"
}

Create a custom role

Method	Path
PUT	`/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles`

Query Parameter	Type	Description
`{orgId:int}`	Integer	The ID of the mParticle organization containing the custom role.
`{accountId:int}`	Integer	The ID of the mParticle account containing the custom role.

Example curl request

curl --location --request PUT 'https://api.mparticle.com/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles' \
--header 'Authorization: Bearer <access token>' \
--header 'Content-Type: application/json' \
--data-raw '{
    "roles": [
        {
            "role_id": "CustomMarketer",
            "name": "Marketer",
            "description": "The Marketer role can view, edit, and create audiences and access the User Activity View",
            "tasks": [
                {
                    "task_id": "rules:*"
                },
                {
                    "task_id": "user_activity:view"
                }
            ]
        }
    ]
}'

Request body

{
  "roles": [
      {
          "name": "Marketer",
          "description": "Marketers can view and create new audiences",
          "tasks": [
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "user_activity:view"
              }
          ],
          "role_id": "myRoleId1"
      },
      {
          "name": "Activation Admin",
          "description": "Activation Admins can connect audiences to outputs and setup new connections for production",
          "tasks": [
              {
                  "task_id": "connections:*"
              },
              {
                  "task_id": "live_stream:view"
              }
          ],
          "role_id": "myRoleId2"
      }
  ]
}

Response

A successful request receives a 200 Success response whose body contains the JSON role manifest.

Modify a custom role

Method	Path
PUT	`/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles`

Query Parameter	Type	Description
`{orgId:int}`	Integer	The ID of the mParticle organization containing the custom role.
`{accountId:int}`	Integer	The ID of the mParticle account containing the custom role.

Request body

{
  "roles": [
      {
          "name": "Marketing Admin",
          "description": "Marketers can view and create new audiences",
          "tasks": [
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "user_activity:view"
              },
              {
                  "task_id": "calculated_attributes:view"
              }
          ],
          "role_id": "myRoleId1"
      }
  ]
}

Response

A successful request receives a 200 Success response whose body contains the JSON role manifest.

Delete a custom role

To delete a custom role, remove the lines in the role manifest that correspond with that role and upload the new version of the role manifest.

Method	Path
PUT	`/platform/v2/organizations/{orgId:int}/accounts/{accountId:int}/roles`

Query Parameter	Type	Description
`{orgId:int}`	Integer	The ID of the mParticle organization containing the custom role.
`{accountId:int}`	Integer	The ID of the mParticle account containing the custom role.

You can't delete a custom role that has already been assigned to a user. Requesting to delete an already assigned role results in a 400 Error response.

Request body

{
  "roles": [
      {
          "name": "Marketing Admin",
          "description": "Marketers can view and create new audiences",
          "tasks": [
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "user_activity:view"
              },
              {
                  "task_id": "calculated_attributes:view"
              }
          ],
          "role_id": "myRoleId1"
      }
  ]
}

Response

A successful request receives a 200 Success response whose body contains the JSON role manifest.

Assign a custom access role to a user

To assign a custom access role that you have already created and uploaded to your manifest:

Log in to mParticle and click the user profile icon in the bottom of the left nav bar.
Click Settings, and select the User Management tab.
Select a user.
Select a custom role.
Click Save.

Standard role templates

If you need to modify one of the pre-defined roles accessible from the mParticle UI in User Roles, refer to the templates provided below. These templates include the JSON needed to reproduce the standard roles within a custom role manifest.

To add to or modify one of the standard roles, copy the JSON for the role from one of the templates below into your manifest. Make any additions or changes to your copy after reviewing Default Permissions.

User role

{
  "roles": [
      {
          "name": "User",
          "description": "Provides common permissions needed for general users",
          "tasks": [
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "calculated_attributes:*"
              },
              {
                  "task_id": "connections:configure_inputs"
              },
              {
                  "task_id": "connections:configure_outputs"
              },
              {
                  "task_id": "connections:connect_integration"
              },
              {
                  "task_id": "data_filter:*"
              },
              {
                  "task_id": "data_plans:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "rules:*"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "user-role"
      }
  ]
}

Admin role

{
  "roles": [
      {
          "name": "Admin",
          "description": "Provides necessary permissions for admin users",
          "tasks": [
              {
                  "task_id": "api_credentials:*"
              },
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "calculated_attributes:*"
              },
              {
                  "task_id": "catalog:*"
              },
              {
                  "task_id": "connections:configure_inputs"
              },
              {
                  "task_id": "connections:configure_outputs"
              },
              {
                  "task_id": "connections:connect_integration"
              },
              {
                  "task_id": "data_filter:*"
              },
              {
                  "task_id": "data_plans:*"
              },
              {
                  "task_id": "identity_settings:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "rules:*"
              },
              {
                  "task_id": "user_activity:view"
              },
              {
                  "task_id": "user_management:*"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "admin-role"
      }
  ]
}

Compliance role

{
  "roles": [
      {
          "name": "Compliance",
          "description": "Provides necessary permissions for compliance users",
          "tasks": [
              {
                  "task_id": "audiences:view"
              },
              {
                  "task_id": "connections:connect_integration"
              },
              {
                  "task_id": "data_filter:view"
              },
              {
                  "task_id": "data_plans:view"
              },
              {
                  "task_id": "identity_settings:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "privacy:*"
              },
              {
                  "task_id": "rules:view"
              },
              {
                  "task_id": "user_management:view"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "compliance-role"
      }
  ]
}

Admin and Compliance role

{
  "roles": [
      {
          "name": "Admin & Compliance",
          "description": "Provides necessary permissions for admin and compliance users",
          "tasks": [
              {
                  "task_id": "api_credentials:*"
              },
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "calculated_attributes:*"
              },
              {
                  "task_id": "catalog:*"
              },
              {
                  "task_id": "connections:configure_inputs"
              },
              {
                  "task_id": "connections:configure_outputs"
              },
              {
                  "task_id": "connections:connect_integration"
              },
              {
                  "task_id": "data_filter:*"
              },
              {
                  "task_id": "data_plans:*"
              },
              {
                  "task_id": "identity_settings:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "privacy:*"
              },
              {
                  "task_id": "rules:*"
              },
              {
                  "task_id": "tieredevents:*"
              },
              {
                  "task_id": "user_activity:view"
              },
              {
                  "task_id": "user_management:*"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "admin-compliance-role"
      }
  ]
}

Audiences-only role

{
  "roles": [
      {
          "name": "Audiences Only",
          "description": "Provides Audiences-only access",
          "tasks": [
              {
                  "task_id": "audiences:*"
              }
          ],
          "role_id": "audiences-only-role"
      }
  ]
}

Read-only role

{
  "roles": [
      {
          "name": "Read Only",
          "description": "Provides read only access to mParticle features",
          "tasks": [
              {
                  "task_id": "audiences:view"
              },
              {
                  "task_id": "calculated_attributes:view"
              },
              {
                  "task_id": "data_filter:view"
              },
              {
                  "task_id": "data_plans:view"
              },
              {
                  "task_id": "identity_settings:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "rules:view"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "read-only-role"
      }
  ]
}

Support role

{
  "roles": [
      {
          "name": "Support",
          "description": "Provides necessary access for technical support",
          "tasks": [
              {
                  "task_id": "api_credentials:*"
              },
              {
                  "task_id": "audiences:*"
              },
              {
                  "task_id": "calculated_attributes:*"
              },
              {
                  "task_id": "catalog:*"
              },
              {
                  "task_id": "connections:configure_inputs"
              },
              {
                  "task_id": "connections:configure_outputs"
              },
              {
                  "task_id": "connections:connect_integration"
              },
              {
                  "task_id": "data_filter:*"
              },
              {
                  "task_id": "data_plans:*"
              },
              {
                  "task_id": "identity_settings:*"
              },
              {
                  "task_id": "live_stream:view"
              },
              {
                  "task_id": "privacy:settings"
              },
              {
                  "task_id": "rules:*"
              },
              {
                  "task_id": "user_activity:view"
              },
              {
                  "task_id": "workspaces:*"
              }
          ],
          "role_id": "support-role"
      }
  ]
}

Permissions reference by mParticle feature

Below is a list of the mParticle features with all available permissions and corresponding task IDs for each feature. Use this reference when creating or modifying a custom role.

Default Permissions

The following permissions are included with every custom role by default.

Log in and view dashboard

The user:core permission is required for users to log in to mParticle and to view the main dashboard. It is required for all custom roles and is automatically included with each custom role definition you create.
View only

View only includes Log in and view dashboard, and the following permissions:
- View the system alerts dashboard and alerts for each connection.
- View the Event Forwarding report for details about inbound and outbound data.
- View the Data Master Catalog.
- View available integrations in the Integrations Directory.
- View and access different Workspaces.

User Activity View (UAV)

The User Activity View provides detailed data for individual users.

Permission	Task ID	Description
View only	`user_activity:view`	Search for any user and view their associated user details, workspace usage, device info, attributes, and audience membership

Group Identities

Group Identities enable you to enrich profiles and activate audiences based on group-level attributes such as a household address, account subscription status, or imported probabilistic identifier.

Permission	Task ID	Description
View only	`user_groups:view`	View the Group Identities page in the mParticle UI
Full access	`user_groups:*`	Edit and delete group identities

Data Master Catalog

The Data Master Catalog provides a view of every event, attribute, and identity collected in your mParticle workspace.

Permission	Task ID	Description
Full access	`catalog:*`	View the Data Master Catalog and annotate data points

Data Plans

Data Plans are codified expectations of how data collected should be formatted in order to be ingested into mParticle.

Permission	Task ID	Description
View only	`data_plans:view`	View existing data plans
Full access	`data_plans:*`	View, create, edit, activate, and delete data plans

Live Stream

Live Stream gives a real-time view of all data flowing into and out of mParticle.

Permission	Task ID	Description
View only	`live_stream:view`	View Live Stream and examine individual events

Calculated Attributes

Calculated Attributes are read-only values about particular attributes of a single user. These attributes are updated over time.

Permission	Task ID	Description
View only	`calculated_attributes:view`	View calculated attributes
Draft only	`calculated_attributes:draft`	View, create, and delete calculated attributes in Draft mode
Full access	`calculated_attributes:*`	View, create, and delete calculated attributes

Rules

Rules can be used to modify or remove events, event data, and batches of events before being ingested into mParticle.

Permission	Task ID	Description
View only	`rules:view`	View all rules
Full access	`rules:*`	View, create, edit, and delete rules

Audiences

Audiences are lists of users created according to a set of criteria with the goal of improving your engagement with those users.

Permission	Task ID	Description
View only	`audiences:view`	View all audiences, the audience estimator, and journeys
Edit	`audiences:edit`	View, create, modify, activate, and delete audiences and journeys
Full access	`audiences:*`	View, create, modify, activate and delete audiences and journeys; and download audiences

Connections

Connections are combinations of a data source (or input) and an integration (or output) where data is forwarded.

Permission	Task ID	Description
View only	`connections:view`	View connections
Connect integration	`connections:connect_integration`	Create a connection between an input and an output with view to setup details and credentials available
Connect audience	`connections:connect_audiences`	Create a connection between an audience and an output without view to setup details and credentials hidden
Configure input	`connections:configure_inputs`	Configure an input
Configure output	`connections:configure_outputs`	Configure an output
Full access	`connections:*`	Create, delete, and activate/deactivate connections between inputs and outputs

Filters

Filters control exactly which data is forwarded to your outputs.

Permission	Task ID	Description
View only	`data_filter:view`	View current data filters
Full access	`data_filter:*`	View and create filters

Data Subject Requests & Privacy

Data Privacy Controls help you to manage your opt-out and consent obligations under the GDPR and CCPA.

Permission	Task ID	Description
View only	`privacy:settings`	View enabled privacy settings
Full access	`privacy:*`	View and modify privacy settings

Workspaces

Workspaces are the basic containers for the domains or properties that act as data sources.

Permission	Task ID	Description
Full access	`workspaces:*`	View, create, and delete workspaces

mParticle User Management

Users are people with individual credentials that have access to your mParticle account. Users can be assigned pre-defined roles or custom roles to control which mParticle features they have access to and the extent of their permissions for those features.

Permission	Task ID	Description
View only	`user_management:view`	View users with access to your account
Full access	`user_management:*`	View, create, delete, and assign roles to users in your account

Identity Strategy Settings

IDSync is the mParticle identity resolution service. The IDSync Settings provide an overview of the identity strategy and identifier hierarchy used when resolving identification requests in your account.

Permission	Task ID	Description
Full access	`identity_settings:*`	View and modify your identity settings

API Credentials

The API Credentials interface allows you to view, create, edit, delete, activate, and deactivate API credentials. These credentials can be used to access and interact with the various mParticle APIs.

Permission	Task ID	Description
Full access	`api_credentials:*`	View, create, delete, and assign your API credentials

Limitations

Resource	Limits	Details
Custom Roles	100 roles per organization	You can’t create more than 100 custom roles per organization. If your business requires more than 100 custom roles, contact your mParticle account representative.
Requests per min	100 requests per minute	If you exceed 100 requests per minute to the Custom Roles API, you will receive a `429 Too Many Requests` response.
RoleId	64 characters	A custom role ID can’t exceed 64 characters. This field is required for all roles and is provided by the user.
Name	64 characters	A custom role name can’t exceed 64 characters. This field, which sets the display name for the role, is required for all roles.
Description	256 characters	A custom role description can’t exceed 256 characters.

Error handling

The following errors sometimes occur when uploading or modifying a custom role manifest.

Response code	Error message	Description
400	Custom role is assigned to a user and may not be deleted	You can’t delete custom roles that are currently assigned to a user. First, unassign the role using the mParticle UI before attempting to delete it.
400	Name, description, or ID field is empty, exceeds max length, or has restricted characters	The name, description, and ID of a custom role are required and have length limits. The error message you receive includes details specific to your request.
400	Tasks not found	The tasks listed in your manifest don’t exist or don’t match the expected task IDs. Verify your task IDs are correct.
400	Invalid JSON syntax in custom role manifest	Your custom role is formatted incorrectly. Use a JSON linter to make sure your manifest includes all necessary characters.
409	Conflict	The custom access role you’re attempting to create already exists. You must either delete the conflicting role, or use a different value for the role name.
429	Rate limit exceeded	You have either exceeded the speed or acceleration limit for the Custom Roles API. Learn more about API throttling in Default Service Limits.

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Last Updated: November 12, 2024