Manage Clarity access

This guide helps you assign the necessary roles for your team members to access Clarity.

For information on how access management and the roles hierarchy work, see the Bloomreach access management documentation.

Available roles

Configure Clarity access by combining the following roles:

Clarity role

Clarity User: Provides access to the standard Clarity front-end and the back office. Assign this role to all team members who need access to Clarity.

Analyses roles

Analyses Viewer: Can view all reports, dashboards, and segmentations.
Analyses Editor: Can view, edit, and delete reports and dashboards.

Customer roles

Customers Viewer: Can view customer attributes, events, and catalogs.
Customers Editor: Can view, edit, and delete customer attributes and events.

Operational roles

Weblayers Viewer: Can view weblayers.
Weblayers Publisher: Can view, edit, and publish, start, or stop weblayers.
Project Developer: Provides full access to imports, catalogs, integrations, and the Tag Manager.
Project Admin: Provides full access to everything within the project, including team management.
Personal Data Viewer: Grants view access to personally identifiable information (PII), including tracking cookies.

Recommended access

Review the section below to assign the correct combination of roles based on your team's goals.

Executive users

High-level stakeholders who need to view Clarity results, transcripts, and dashboards. This configuration excludes PII access.

Roles

Clarity User
Analyses Viewer
Customers Viewer

Admin users

Full project ownership, including team management, project-wide settings, and PII access.

Roles

Clarity User
Project Admin
Personal Data Viewer

Practitioner users

Power users who work extensively in Clarity. This access configuration enables editing analyses, managing customer data, publishing weblayers, managing tags, and filtering transcripts using PII.

Roles

Clarity User
Analyses Editor
Customers Editor
Weblayers Publisher
Project Developer
Personal Data Viewer

Frequently asked questions

Why do some users need the Personal Data Viewer role?

The Personal Data Viewer role grants access to personally identifiable information (PII). In Clarity, this role is necessary for power users who need to filter Clarity transcripts by specific customer properties. Without this role, advanced filtering based on customer identity isn't available.

Can I grant a user the ability to start or stop weblayers without letting them edit?

No. Bloomreach uses a strict permission hierarchy where higher-level roles inherit all permissions from lower-level ones.

Starting or stopping a weblayer requires the Weblayers Publisher role. Since the Publisher role sits above the Editor role in the hierarchy, any user who can start or stop a weblayer can also edit it.