This article explains how user access and permissions work with the Informa TechTarget Portal. Click here to jump to information about a specific view:
Marketing
Sales
Strategy
Overview
Your access in the Portal is determined by two key factors:
- What your organization has purchased - Your company's Informa TechTarget program investments determine which Platform Views (Marketing, Sales, or Strategy) and modules are available to your organization.
- Your User Role - Your assigned User Role (Admin, Manager, or Viewer) determines which tools and capabilities you can access in each available Platform View.
These two factors work together to create your personalized Portal experience, ensuring you have access to the tools and data most relevant to your responsibilities.
How Portal Access is Configured
When you’re set up as a Portal user, you’ll be assigned each of the following:
- Platform View – This sets your default Portal experience to the Marketing, Sales, or Strategy View.
- User Role – Your permission level within your assigned view. User Role options include Admin, Viewer, Manager (only available in Sales View), and No Access.
- Region – This sets your default Portal experience based on your assigned region(s). Admins may be able to manually select Primary Region and Secondary Region(s) for users in the User Management page depending on the available regions for your subscription; otherwise, Primary Region will be automatically populated for single region subscriptions.
User Roles can be changed at any time by an Admin editing a user's profile via the User Management page. Users can check their assigned Platform View and User Role by accessing their profile in the bottom left corner of Portal.
Available Platform Views
The Platform Views offered in the Portal provide tailored experiences that align with your specific Informa TechTarget program investments. Each view presents a curated selection of modules that give you immediate access to the most relevant data and insights for your role and objectives.
The Portal offers three distinct views (click to jump to details about each view):
Switching Between Views
Some Admin users may have the ability to switch between Platform Views depending on which program tactics their organization has purchased.
To switch Platform Views:
- Look for the “View” selector in the bottom left corner of the Portal.
- Hover over this area to see available view options.
- Select your desired view to switch your Portal experience.
Note that switching views does not affect your underlying permissions – you will maintain Admin permissions in any view you're authorized to access.
Platform Features & User Permissions
Access to in-tool features and modules is dependent on your organization’s program investments and your assigned User Role.
Marketing View
Depending on the program tactics your organization has purchased, you’ll have access to the following in the Marketing View:
- Strategy Module (Market Monitor)
- Demand Module
- Intent Data Module: Prospect Intent (Prospect Exports) and Account Intent (Account Intent Feeds)
- Dashboards
- Admin Tools
User Roles available with the Marketing View include:
- Admin
- Viewer
Refer to this chart for details about feature access and permissions in the Marketing View:
Sales View
Depending on the program tactics your organization has purchased, you’ll have access to the following in the Sales View:
- Prospecting Module
- Strategy Module (Market Monitor)
- Dashboards
- Admin Tools
User Roles available with the Sales View include:
- Admin
- Manager
- Viewer
Refer to this chart for details about feature access and permissions in the Sales View:
Strategy View
Depending on the program tactics your organization has purchased, you’ll have access to the following in the Strategy View:
- Strategy (Market Monitor)
- Admin Tools
User Roles available with the Strategy View include:
- Admin
- Viewer
Refer to this chart for details about feature access and permissions in the Strategy View:
No Access
Users assigned the 'No Access' user role are non-licensed users who do not have any permissions to access the Portal (regardless of Platform View). Note that any user assigned the user role of No Access via the User Manager is excluded from your seat license count.
If you have additional questions about access to the Portal, please reach out to your Informa TechTarget representative.