You can invite users and manage their permissions by navigating to Account Settings > User Management.  Admin users can also resend Blueshift account invitations to users who haven't accepted prior invitations yet. You can access the the User Management tab here.

Add Users

You can invite a user to your account and assign a role to the user from the Manage Users tab. You can assign the user a default role or a custom role that you have set up.

manage_users_roles.png

Note

Your account comes with a specified number of seats, that you can see under the User Management tab. If you've filled all available agent seats, you can either make a user inactive to free up an already used seat or you can reach out to sales@blueshift.com to purchase more seats.

Default Roles

There are several default roles available in Blueshift:

  • Admin - full access.
  • Manager - everything except view User API key and provisioning users.
  • Author - can only access Creatives menu.
  • Analyst - view only access.
  • Operations - similar to manager, except cannot access user data (no segment export, view user profile, access detailed user level campaign activity etc.).

The following table lists the default roles available in Blueshift and the permissions for the roles.

  Admin Manager Analyst Author Operations
Account Settings          
Event API Keys View View View None View
User API keys View & Create None None None None
Amazon S3 folder details View None None None None
Company Info View & Edit View & Edit View None View & Edit
User Management View & Edit View View None View
Maximum Messages View & Edit View & Edit View None View & Edit
Campaign Activity Export View & Edit None None None None
Visual Editor Font Config View & Edit View & Edit None None View & Edit
Other Settings View & Edit View & Edit View None View & Edit
Plan and Usage View & Edit None None None None
Admin Settings View & Edit None None None None
Tag Folders View & Edit View & Edit View View View & Edit
Audit Trail View, Edit, & Export View, Edit, & Export None None View, Edit, & Export
Manage Accounts View & Add View View View View
Events View, Create, & Edit View, Create, & Edit View View View, Create, & Edit
Catalog View, Create, & Edit View, Create, & Edit View None View, Create, & Edit
Segments

View, Create, & Edit

Remove & Archive

Export

View, Create, & Edit

Remove & Archive

Export

View & Export None

View, Create, & Edit

Remove & Archive

Campaigns

View, Create, & Edit

Remove & Archive

View, Create, & Edit

Remove & Archive

View None

View, Create, & Edit

Remove & Archive

Creatives (All templates)

View, Create, & Edit

Remove & Archive

Preview & Test send

View Reports

View, Create, & Edit

Remove & Archive

Preview & Test send

View Reports

View Preview

View Heat map data

View, Create, & Edit

Remove & Archive

Preview & Test send

View Reports

View, Create, & Edit

Remove & Archive

Preview & Test send

View Reports

Images View, Create, & Edit View, Create, & Edit View View View, Create, & Edit
Shared Assets

View, Create, Edit, & Lock/Unlock

Remove

View, Create, Edit, & Lock/Unlock

Remove

View

View, Create, Edit, & Lock/Unlock

Remove

View, Create, Edit, & Lock/Unlock

Remove

Promotions View, Create, & Edit View, Create, & Edit View None View, Create, & Edit
Recommendations

View, Create, & Edit

Remove

Copy-to

View, Create, & Edit

Remove

View None

View, Create, & Edit

Remove

Predictive Scores

View, Create, & Edit

Activate & Archive

View Summary & Performance

View, Create, & Edit

Activate & Archive

View Summary & Performance

View

View Summary & Performance

None

View, Create, & Edit

Activate & Archive

View Summary & Performance

Syndications

View, Create, & Edit

Remove & Archive

View, Create, & Edit

Remove & Archive

None None

View, Create, & Edit

Remove & Archive

Interests View, Create, & Edit View, Create, & Edit None None View, Create, & Edit
Insights Reports

View, Create, & Edit

Remove

Download & Export

View, Create, & Edit

Remove

Download & Export

View, Create, & Edit

Remove

Download & Export

None None
Insights Dashboard

View, Create, & Edit

Remove

View, Create, & Edit

Remove

View, Create, & Edit

Remove

None None
App Store

View, Create, & Edit

Remove

View, Create, & Edit

Remove

View View View
Customer Lists

View, Create, & Edit

Export

View, Create, & Edit

Export

View None

View, Create, & Edit

Export

Customer Profiles View, Create, & Edit View, Create, & Edit View None View
Customer Preference Forms View, Create, & Edit View, Create, & Edit None None View, Create, & Edit

Custom Roles

You can create a custom role with specific permissions from the Manage Roles tab.

manage_roles.png

Click + Custom Role to add a custom role and specify the permissions for the role. Save the role.

After you add a role, you can select it in the Manage Users section when you invite a user to your Blueshift account.

roles.png

The following table lists the entities that you can grant permissions for and the possible permissions for the entities.

Entity Create, edit, view & export Create, edit & view View & manage View & edit View & export View-only None
Campaigns        
Customer Profiles        
Customer Lists    
Account Settings          
User Management          
Events        
Syndications        
Segments    
Predictive        
Recommendations        
Email Templates        
Push Templates        
InApp Templates        
Live Content        
SMS Templates        
Cloud App Templates        
Images        
SharedAsset        
Catalog        
Promotions        
Insights        
Customer Preference Forms        
Audit Trail          
Interests        
App Hub        
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