To manage users on your Bluecore account, navigate to Account, then User Management. A list of users and their permission levels will appear.
Delete user
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, click the three dots to the right of a user, where you can edit or delete the user.
Add a user with SSO
To add a new user if you have SSO enabled, performing the following steps:
Click Add New User. The Add New User screen will appear.
Enter their email address. The email address of the user must match with a valid email address in your SSO information.
The “User is managed by external IDP” checkbox will enable whether they will use SSO for their login. This can be toggled to a different setting for each user.
Click + Add User Role to add what roles the new user should have. See permissions below for more information on what the roles add.
Click Add User to finish adding the user to Bluecore.
Add a user without SSO
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.
Enter their email address, first name and last name.
Click + Add User Role to add what roles the new user should have. See permissions below for more information on what the roles add. If the user does not have has SSO enabled, they will need to set up multi-factor authentication.
Click Add User to finish adding the user to Bluecore.
Permissions
Admins users can add any of the following permissions to each user:
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.
| 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 |