Knowledge Base

Allowing BlueConic Customer Success to access your environment

Security is crucial when working with customer data, and we want to ensure that you have the tools available to make the right choice when it comes to how we're able to support you in achieving your business goals. To best balance maintaining a secure environment with getting support from BlueConic, you personally are at the wheel to set access rights to your BlueConic environment for BlueConic Customer Success Managers (CSMs).

BlueConic Support secure access level settings

You have the following options for allowing BlueConic the support team to access to your BlueConic environment:

  • No access for BlueConic support employees: BlueConic CSMs cannot access your environment, but you can use screenshots or other means to get support. This option is the most stringent and the most secure.
  • Only access for named accounts: You will create users in BlueConic for the BlueConic CSMs you work with, as if they are regular users. Users with a "@blueconic.com" email address will not count towards the total number of users under your subscription.
  • Access for all BlueConic support employees: You can enable access for all CSMs. This is the most flexible, but it implies that more people have access to your environment.

To further narrow down security, you can also configure the default role for a BlueConic CSM.

Allowing BlueConic Support access to your tenant

By default, your BlueConic security access level is set to the most secure: CSMs have no access to your BlueConic tenant. If you would like to give your CSM team and Support access, go to BlueConic Settings > General. Activate the option for BlueConic Support access that best fits your preference: No access, access only for named accounts, or access for all BlueConic support employees.

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Configure access rights for BlueConic Support

When CSMs have access to your environment, you can configure what objects they have access to. Open BlueConic settings > Roles. Click the out of the box role named BlueConic Support and change the role access. By default the role has the following rights:

How do I manage BlueConic customer data platform security and access control?