Bluecore enables you to easily control and add users with specific roles. Use different user permissions to control users within your account based on their responsibilities. If you have access to multiple accounts, you can manage all users from the main account.

Access the user management page by navigating to the person icon on the lower left-hand navigation > User Management. Create, edit, or remove users and assign roles using the user management page.

The following roles can be setup in Bluecore.

Add a new user by following the below steps.

1. Navigate to User Management.

2. Click Add New User in the upper right-hand corner.

3. Enter the email address.
4. Select a Role for the user. Users can have one or more roles.
5. Enter the First Name and Last Name of the user.
6. Click Add.

7. The user will receive an activation email from Okta. Click on the activation link to complete setup.
8. Set the Password.
9. Set the Forgot Password Question.
10. Set the Security Image.
11. Click Create My Account.

Edit an existing user by following the below steps.

1. Navigate to the Account Settings > User Management tab.
2. Search or click on the user to edit.
3. The first name, last name and/or role can be updated.
4. Password can be reset if needed.
5. Once the edits are made, click Edit to save the user settings.

Delete an existing user by following the below steps.

1. Navigate to User Management.
2. Search or click on the user to remove.
3. Click Delete.