BlueConic Roles

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.

BlueConic comes preconfigured with a number of roles. The following roles are available out of the box:

Role Description
Application Manager Manages the entire BlueConic universe. 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 the channels in the BlueConic universe.

You can modify existing roles, and create new roles as needed by choosing "Roles" from the "BlueConic Settings" (cog wheel) menu.

For example, below is a screenshot of a newly defined role "Segmentation Specialist":

How are user roles managed in the BlueConic marketing CDP?

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:

How does the data scientist  roles develop machine learning algorithms and AI models in BlueConic?

The BlueConic home tab is always accessible, as are the "Notifications," "Help," and "Personal Settings" menu items. Other than that, the main menu only shows the "Profiles," "Insights," and "Journey" 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.

Domain-based permission

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.