In the BlueConic Settings menu (the cogwheel icon), you will find an option for Access Management. Clicking this option opens several tabs at the top, one of which is labeled "Users." Here you can:
- Manage the users authorized to log in to BlueConic.
- Assign users to groups and select the domain(s) for which they have permission to manage settings.
- Help BlueConic users to reset their passwords.
How to add or update users in BlueConic
Go to BlueConic Settings > Access Management and select the Users tab to open the list of existing users. Here you can view users and roles, scroll through existing users, or search for a particular user. You can also reset a BlueConic user's password.
Learn more: Visit BlueConic University
See the Creating Users video in the BlueConic University.
Adding a user
To add a new BlueConic user, open the Users tab and click the Add user button at the top right. A new user will be created so you can configure the properties as described below.
Email (Username)
Enter a username for the new user. The username should be in the form of an email address (user@domain.com, for example) and the email address must be valid.
In the BlueConic Authentication process, an email message containing a unique verification code will be sent to the user's email address the first time they attempt to log in to BlueConic. Once the user enters the correct verification code, they can access BlueConic. More on the verification code below.
Full Name
(Optional) Enter the user's full name. The name you enter here will appear in the upper right part of the BlueConic user interface next to the "Help" and "Log Out" links. If you do not enter a full name, the user's email address will appear instead.
Mobile number
(Optional) Enter the user's mobile phone number for easy, safe, and fast password recovery.
Password
Enter the password for the user. The password must contain:
- At least 12 characters
- At least 1 uppercase letter (A-Z)
- At least 1 lowercase letter (a-z)
- At least 1 number (0-9)
- At least 1 special character (other than digits and letters)
- A user cannot reuse their previous three passwords.
Important: Make sure you record the password that was set for this user. You will need to communicate the password to the user for their initial login. For improved security, avoid sending passwords by email.
Sites that use single sign-on
If your site uses single sign-on (OneLogin, OKTA, Google G-Suite, etc.) the password reset and password requirements are enforced by your single sign-on provider and not by BlueConic. Contact the BlueConic administrator at your site for more information.
Roles
Select one or more roles that the new user has. The roles a user belongs to determine the BlueConic functionality they can access. Roles grant additional access, so if one of the user roles grants access to a function, the user can access it. See BlueConic Roles for complete information on the functionality that is available to each role.
Last login
Displays the last login date and time for the user.
Verification code
The verification code is the unique code that the user must submit to BlueConic the first time they log in in order to gain access to BlueConic. The verification code for a user will expire after 30 days, when logging in from an unknown environment (browser or location), or when logging in fails 3 times or more in a row. Upon successful login a new verification code will be emailed to the user which in turn must be submitted in order to regain access to BlueConic.
If the user doesn't receive the email containing the verification code, they need to contact the Application Manager. The Application Manager can then click the "Generate verification code" link for the user in order to generate a new verification code. Using this code, the user can then log into BlueConic. Only the last generated verification code is valid. If you generate a new verification code for a user who has already successfully logged in with a different verification code, no further action is required from the user. Their new verification code will be valid for 30 days from the time the new verification code was generated.
The verification code in the email expires after 24 hours. If the user hasn't used the code for 24 hours and logs into BlueConic, BlueConic will send an email with a new verification code to the user.
A verification code can only be used once.
Password change
If you select the "Force password change on next login" checkbox, the user must change their password the next time that they log in to BlueConic.
Domains
For users assigned any role besides "Application Manager," select the domain(s) to which the user has write permission. You can select "All Domains" or click "Select Domains" and select one or more individual domains to which the user has write permission. Selecting "All Domains" means the user has access to all current and future domains. The domain(s) that you select for the user restrict their write permission for the items in BlueConic described below. See Domain-based permission for complete information.
| Item | Description |
|---|---|
| Segments | Each segment in BlueConic has edit rights assigned to it. The edit rights are based on one or more domains. A user must have write permission for all domains assigned to a segment in order to be able to modify it. If no domains are assigned to a segment, then all users have write permission for it. |
| Dialogues | Each Dialogue interaction in BlueConic has edit rights assigned to it. The edit rights are based on one or more domains. A user must have write permission for all domains assigned to a dialogue in order to be able to modify it. If no domains are assigned to a dialogue, then all users have write permission for it. |
| Dialogue variants | Each dialogue variant in BlueConic has edit rights assigned to it. The edit rights are based on one or more domains. A user must have write permission for all domains assigned to a variant in order to be able to modify it. If no domains are assigned to a variant, then all users have write permission for it. |
| Connections | For connections that are Web-based, edit rights are limited to the specific BlueConic domain(s) that the user who created the connection has access to. These edit rights cannot be changed, even if another user with access to other domains modifies the connection. |
Click Save. The new user appears in the list of users. See User permissions for complete information on what rights BlueConic users have to access functionality and modify items within BlueConic.
Modifying user details
To modify a user's details, follow these steps:
- Click the name of the user in the list to select it. The user details appear below.
- Modify the desired properties for the user.
- Click Save.
Changing a BlueConic user's password
BlueConic site administrators can reset the password of a BlueConic user at their site. Note that the site administrator is any user whose BlueConic user role is set to Application Manager.
- Click the name of the user in the list to select it. The user details appear below.
- Enter a new temporary password for the user.
Keep in mind the rules for setting secure passwords in BlueConic. - Activate the Force password change on next login option.
- Give the user their new one-time password.
Tip: Encourage BlueConic users at your site to provide their mobile number to BlueConic, to enable them to recover their passwords on their own in the future. - Click Save.
Deleting a user
To delete a user, follow these steps:
- In the list of users, click the "Delete" button next to the user you want to delete.
- Click OK to confirm the deletion.