Users and user roles

Navigate to Account Settings> User Management to invite users and manage their permissions. Admin users can also resend Blueshift account invitations to users who have not accepted prior invitations. You can access the User Management tab here.

User actions

You can use the actions menu for a user to complete the following tasks:

• Resend an invitation to a user who has yet to accept an invite.
• Deactivate a user to free up a seat.
• Activate an inactive (deactivated) user.
• Archive a user.
  • When you archive a user, the user is removed from the User Management tab.
  • The user is also removed from the 'Author' filter drop-down lists on the Blueshift platform.
  • You can view archived users using the 'Archived status' filter on the User Management tab.
  • You can also Unarchive a user if required.
• You can change the user's role from the Role drop-down list, which displays default and custom roles.

Add users

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

Default roles

There are several default roles available in Blueshift:

• Admin - full access.
• Manager - everything except viewing the User API key and provisioning users.
• Author - can only access the Creatives menu.
• Analyst - view-only access.
• Operations - similar to Manager, except the user 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
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	None
Customer Preference Forms	View, Create, & Edit	View, Create, & Edit	None	None	View, Create, & Edit

Custom roles

The Manage Roles tab allows you to view and create custom roles with specific permissions, including tag-based access control to restrict user access based on designated tags. This especially benefits organizations with multiple brands or regions, allowing for secure and organized role-based permissions.

Tag-based access control

When assigning tags to a user role, you control access to specific entities (like campaigns, templates, and shared assets) tagged accordingly. Here’s how it works:

• Access based on tags: If a user role has a tag assigned, the user will only access entities with that tag. For example, if users can access "Brand X" and "Region 1" tags, they will only see campaigns, segments or templates labeled with those tags.
• Access without tags: If users create an entity, they can access it even if it is not tagged. However, users can only interact with untagged resources if their role allows it, ensuring creators maintain essential access to their work. If permissions for their role change or a tag is added to the entity later, their access may be updated to reflect those changes.
• Combination rules: You can configure tags using AND/OR conditions within a single role, combining multiple tags to create more refined access layers. This can be based on tags from the same or different folders.

This streamlined approach to tag-based access enables multiple user roles to securely manage different aspects of your account, ensuring only relevant content is visible to each team member.

For example, a Product Launch Specialist role can be restricted to campaigns with specific tags attributed to new product launch campaigns.

Creating a custom role

• Click + Custom Role in the top right corner to add a custom role.

• Enter a name for the custom role.
• Select the permissions for the role from the drop-down list for each entity.
• You can select relevant Tags for access control if you need them.
  • AND/OR conditions: Configure tags to apply access rules based on an AND condition (where all selected tags must apply) or an OR condition (where any selected tag applies). You can also create a combination of AND and OR conditions, allowing flexible access control. Tags from the same or different tag folders can be combined with OR conditions to provide broader access options within the same role.

• Click the Save button on the top right corner to save the role.

When you invite a user to your Blueshift account, you can assign that user the custom role through the Manage users section.

Entities with tag-based access control

The entities listed below support tag-based access control. You can limit access to these entities by associating tags with a custom role.

Entity	Create, edit, view & export	Create, edit & view	View & manage	View & edit	View & export	View-only	None
Access Restrictions	You can select tags to restrict access for the entities below. Please refer to the Tagging guide to learn how to create and manage tags.
Campaigns		✓				✓	✓
Syndications		✓				✓	✓
Segments	✓	✓			✓	✓	✓
Recommendations		✓				✓	✓
Email Templates		✓				✓	✓
Push Templates		✓				✓	✓
InApp Templates		✓				✓	✓
Live Content		✓				✓	✓
SMS Templates		✓				✓	✓
Cloud App Templates		✓				✓	✓
Images		✓				✓	✓
Shared Assets		✓				✓	✓
Customer Preference Forms		✓				✓	✓

Entities without tag-based access control

The following entities are available across the account and are not limited by tags.

Entity	Create, edit, view & export	Create, edit & view	View & manage	View & edit	View & export	View-only	None
Customer Profiles		✓				✓	✓
Customer Lists	✓	✓			✓	✓	✓
Account Settings				✓			✓
User Management			✓			✓
Events		✓				✓	✓
Transactions		✓				✓	✓
Predictive		✓				✓	✓
Catalog		✓				✓	✓
Promotions		✓				✓	✓
Insights		✓				✓	✓
Audit Trail					✓		✓
Interests		✓				✓	✓
App Store		✓				✓	✓