Invoking the Smart Asset Designer

You can invoke the Smart Asset Designer in the following ways:

•      From the quick access menu’s Smart Assets menu.  The menu exposes the following options:

Graphical user interface, text, application

Description automatically generated

•      From a Tasks or File Type widget.  Typically, these might be displayed at your Home Page.  For more information on widgets, please see the Dashboard Designer documentation.

•      By double-clicking a smart asset file in the File System Dialog, or by highlighting a smart asset and clicking OK in the same context.

•      By viewing the latest version of a smart asset contextually – for example, from an orchestration realtime decision’s Smart Asset property.

Access to the Smart Asset Designer is protected by a series of functional permissions:

•      The Smart Asset - Design permission gives access to the Asset designer, but does not allow you to open, edit or create assets.  You may import assets if required.

•      To open, edit or create assets, you must be associated with an appropriate functional permission.  For example, to work with attribute smart assets, you must be associated with the Smart Asset - Attribute - Design functional permission.  The following smart asset type-specific functional permissions are provided:

o  Smart Asset - Advanced - Design

o  Smart Asset - Attribute - Design

o  Smart Asset – Audience Segment - Design

o  Smart Asset - Goal - Design

o  Smart Asset - Model – Design

o  Smart Asset - Recommendation – Design

o  Smart Asset - Rule – Design

o  Smart Asset - Table – Design

o  Smart Asset - Tag – Design

•      The Smart Asset – Publish functional permission allows you to publish smart assets.  More information on publishing smart assets can be found elsewhere in this documentation.