Bluecore

To manage users on your Bluecore account, navigate to <img src="https://downloads.intercomcdn.com/i/o/lt78290n/1258243196/d0a4b391a77734bd201d2e495126/AD_4nXexS_0qFM0qprdkYOmLpN9etHFfYt22w3gkvoisDycWpjYwfyGki0BgemSxjSnS3WJF1AVNbw_i02jEygeo8F25V5VpQ6Hzi1oCPi9PozvQn5kylHDB90iKib1kHIqdHUPcI-AUC2g94Uss6V7h3_maOE7N?expires=1734912000&amp;signature=bf44a3d64bf6b3a5ac7b8a90aec506b498da62b29b3c35ffdf6f5287b186befb&amp;req=dSIiHst6noBWX%2FMW3Hu4gWIThh3tZcl6cvpOZreyQhE2vLrRIP07m40J5gxU%0Abw%3D%3D%0A" width="" alt=""> Account , then User Management. A list of users and their permission levels will appear.

To add a new user if you have SSO enabled, perform the following steps: 

Click Add New User. The Add New User screen will appear.

In the Auth. Management Provider drop-down, click Company SSO.

Enter the user’s email address. The email address of the user must match with a valid email address in your SSO information. 

1. Click Add New User. The Add New User screen will appear.
2. In the Auth. Management Provider drop-down, click Company SSO.
3. Enter the user’s email address. The email address of the user must match with a valid email address in your SSO information. 
4. Enter the user’s first and last name.

Under Namespace Access &amp; User Roles, click the three dots, then click Edit Roles.

Add the roles the new user should have. See permissions for more information on the roles. 

Click Save and Create User to finish adding the user to Bluecore.

1. Under Namespace Access &amp; User Roles, click the three dots, then click Edit Roles.
2. Add the roles the new user should have. See permissions for more information on the roles. 
3. Click Save and Create User to finish adding the user to Bluecore.

If the user does not have SSO enabled, they will need to set up <a href="https://help.bluecore.com/en/articles/8765926-logging-in-to-bluecore-with-multi-factor-authentication" rel="nofollow noopener noreferrer" target="_blank">multi-factor authentication. </a>

To add a new user if you do not have SSO enabled, performing the following steps: 

Click Add New User. The Add New User screen will appear.

Under Auth. Management Provider, ensure it says Bluecore.

Enter the user’s email address, first name and last name.

Under Namespace Access &amp; User Roles, click Actions, then click Edit Roles to add what roles the new user should have. See <a href="#h_2a9e8e0c7e">permissions</a> below for more information on what the roles add.

1. Click Add New User. The Add New User screen will appear.
2. Under Auth. Management Provider, ensure it says Bluecore.
3. Enter the user’s email address, first name and last name.
4. Under Namespace Access &amp; User Roles, click Actions, then click Edit Roles to add what roles the new user should have. See <a href="#h_2a9e8e0c7e">permissions</a> below for more information on what the roles add. 
5. Click Save and Create User to finish adding the user to Bluecore.

If you have SSO enabled, deleting the user in your SSO will also remove their access from Bluecore. 

If you do not have SSO enabled, you can do it within the User Management page. 

Click, where you can edit or delete the user, or reset their password.

1. Navigate to Account &gt; User Management
2. Click, where you can edit or delete the user, or reset their password.
3. Click Delete User
4. Click Delete

Admins users can add any of the following permissions to each user: 

- A view-only permission into the Bluecore user interface.

- All viewer permissions and the ability to import all data types.

- All viewer permissions, and the ability to create, edit, and export audiences.

- All viewer and audience manager permissions, and the ability to create and edit email templates, widgets, and campaigns.

- All viewer and audience manager permissions, and the ability to create and edit on-site campaigns.

- All viewer and audience manager permissions, and the ability to create and edit Facebook, Google, and custom media integration syncs.

- All permissions, and the ability to add or remove users, and install and configure integrations.

- Viewer
  - A view-only permission into the Bluecore user interface.
- Data Manager
  - All viewer permissions and the ability to import all data types.
- Audience Campaign Author
  - All viewer permissions, and the ability to create, edit, and export audiences.
- Communicate Campaign Author
  - All viewer and audience manager permissions, and the ability to create and edit email templates, widgets, and campaigns.
- Site Campaign Author
  - All viewer and audience manager permissions, and the ability to create and edit on-site campaigns.
- Advertise Campaign Author
  - All viewer and audience manager permissions, and the ability to create and edit Facebook, Google, and custom media integration syncs.
- Client Admin
  - All permissions, and the ability to add or remove users, and install and configure integrations.

Note: All roles are inclusive-only, meaning adding multiple roles will only add permissions, not remove them.

Add a user with SSO

Add a user without SSO

Delete user

Permissions

	View BC UI	Import all data types	Create/Edit Audiences	Create/Edit Communicate	Create/Edit Site	Create/Edit Advertise	User Management
Viewer	Yes	No	No	No	No	No	No
Data Manager	Yes	Yes	No	No	No	No	No
Audience Campaign Author	Yes	No	Yes	No	No	No	No
Communicate Campaign Author	Yes	No	No	Yes	No	No	No
Site Campaign Author	Yes	No	No	No	Yes	No	No
Advertise Campaign Author	Yes	No	No	No	No	Yes	No
Client Admin	Yes	Yes	Yes	Yes	Yes	Yes	Yes