You can invite users and manage their permissions by navigating to Settings-Account Profile-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.

Under the User Management tab, you can see two sections:

 

manage_users_roles.png

 

Manage Users

The Manage Users section provides options to invite and assign a role to a user to your account.

There are several 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.

  SuperAdmin Admin Manager Analyst Author Operations
Campaigns Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None View-only
Customer Profiles Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None View-only
Customer Lists Create, edit,
view & export
Create, edit,
view & export
Create, edit,
view & export
Create, edit,
view & export
None Create, edit,
view & export
Account Settings Create, edit
& view
Create, edit
& view
Create, edit
& view
Create, edit
& view
None Create, edit
& view
User Management Create, edit
& view
Create, edit
& view
None None None None
Events Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only View-only Create, edit
& view
Syndications Create, edit
& view
Create, edit
& view
Create, edit
& view
Create, edit
& view
None Create, edit
& view
Segments Create, edit,
view & export
Create, edit,
view & export
Create, edit,
view & export
View-only View-only Create, edit
& view
Predictive Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None Create, edit
& view
Recommendations Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None Create, edit
& view
Email Templates Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Push Templates Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
InApp Templates Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Live Content Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Sms Templates Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Cloud App Templates Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Images Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
SharedAsset Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only Create, edit
& view
Create, edit
& view
Catalog Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None Create, edit
& view
Promotions Create, edit
& view
Create, edit
& view
Create, edit
& view
View-only None Create, edit
& view
Insights Create, edit
& view
Create, edit
& view
Create, edit
& view
Create, edit
& view
None None
Customer Preference Forms Create, edit
& view
Create, edit
& view
Create, edit
& view
None None Create, edit
& view
Audit Trail Create, edit
& view
Create, edit
& view
Create, edit
& view
None None Create, edit
& view

 

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.

 

choose_custom_role.png

 

Manage Roles

The Manage Roles section provides options to create a custom role and assign it to a user you invite above.

 

manage_roles.png

 

Click the + Custom Role button to launch a page that provides options to add a role and specify the role's permissions. You can select the permissions for the role and 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          
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