AccessGuard — Integration

Overview

Use AccessGuard dynamic account segments such as all registered users, approved users, roles, permissions, account statuses, access levels, and channel preferences.

Capabilities

• Expose workspace-safe dynamic user segment definitions

• Support parameterized segments such as users with a selected role, permission, access level, or account state

• Preview matched account counts without exposing unnecessary profile data

• Create frozen snapshots for outbound campaign stages

• Support live audience evaluation for customer-portal visibility

• Respect account state, communication preferences, and identity ownership

1. 1

   Step 1

   Add the audience-provider capability and standard segment controller operations to AccessGuard.

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2. 2

   Step 2

   Declare segments such as all registered users, approved users, pending approval, users by role, users by permission, and users by access level.

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3. 3

   Step 3

   For parameterized definitions, return a field schema and lookup source.

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4. 4

   Step 4

   Select AccessGuard in EngagementHub, choose a segment, and supply required values.

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5. 5

   Step 5

   Preview the match and request a snapshot for outbound use or retain a live rule for portal visibility.

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6. 6

   Step 6

   During downstream delivery, re-check account state and current channel consent through the responsible service.

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Limitations

• AccessGuard should expose only workspace-scoped users and permitted identity fields.

• A frozen audience does not override later opt-out, suspension, deletion, or invalid contact status.

• Business relationship segments such as reservation or payment state belong to the app that owns those facts, not AccessGuard.

FAQs

Pricing