BlueConic uses role-based permissions for its users. A role grants access to BlueConic functions, and a user can be assigned to one or more roles. You can grant users access to the BlueConic functionalities that suit their function within your enterprise.
Watch the video: Managing Roles
Preconfigured roles in BlueConic
BlueConic comes preconfigured with a number of roles. The following roles are available out of the box:
|Application Manager||Manages the entire BlueConic application at your site. The Application Manager can add and remove channels (websites, email, mobile apps), add users authorized to log into and interact with BlueConic, and manage general BlueConic settings.|
|Content Manager||The Content Manager generally supervises online marketing initiatives on all domains in the BlueConic universe. The Content Manager works mostly with BlueConic insights and in the Home tab but can also create, manage, and monitor dialogues.|
|Customer Insights Manager||Responsible for creating connections and segments to provide rich insights on customer data.|
|Data Scientist||Can create and run AI Workbench notebooks and insights.|
|Insights Only||Only has access to create and view insights.|
|IT / System Administrator||Installs and maintains the complete BlueConic deployment.|
|Online Marketer||The daily user of BlueConic. He or she creates, manages, and monitors dialogues and engages in online conversations with visitors to your BlueConic channels.|
Creating custom BlueConic roles
You can modify existing roles, and create new roles as needed by choosing "Roles" from the "BlueConic Settings" (cog wheel) menu.
Example: Digital Privacy Officer (DPO)
An additional role some customers create in BlueConic is the Digital Privacy Officer (DPO). This is the only role allowed to view individual profiles and their PII, and optionally (as a separate permission) to edit the profile. A DPO role can also have powerful privacy capabilities, such as the ability to download or delete a profile.
Example: Segmentation Specialist
The example shown below is a custom-defined role called "Segmentation Specialist":
Users with this role will have access to Segments, Insights, and the Simulator. To grant more access to users with this role, select the checkboxes of the desired function.
Each function in the role access list maps to BlueConic menu items. BlueConic users see only the menu items to which access has been granted. For example, to a user in the role above, the menu bar would look like this:
The BlueConic home tab is always accessible, as are the Search feature and the "Notifications," "Help," and "Personal Settings" menu items. Other than that, the main menu only shows the "Profiles," "Insights," and "Simulator" items that the role grants access to.
Users can have multiple roles assigned, which will combine privileges. If one of the assigned roles grants access, the user is allowed access to the function. Roles are assigned to BlueConic users on the Users tab under Settings.
Role-based permission in BlueConic determines which parts of BlueConic a user can access. Users assigned to the same role have exactly the same permissions to access the same BlueConic functionality. Note, however, that when domain-based permission is taken into account, users with the same role might not be able to modify the same items within BlueConic.