The Identity and Access Management (IAM) functionality lets you have the ability to control user access rights to view and make changes in specific parts of Bloomreach Discovery.
See [Identity and Access Management (Content)](🔗) for a list of user roles for Bloomreach Content.
# IAM Site Hierarchy
Bloomreach customer hierarchy is **`
Parent Organization` → `
Account` → `
A user can be assigned a role at any node in this hierarchy: they can be assigned a role at the Parent Organization node, the Account node, or the Site node. If a role is given to a node at a higher level, it is propagated to all levels below it. For example, if user A was assigned the "`
Insights User`" role at the Organization node, they would also be an "`
Insights User`" at the Site node. However, if they were assigned "`
Insights User`" at the Site node, they would not have the "`
Insights User`" role at the Organization node.
Most customers will choose to assign users roles at the Account node. If the customer has a multisite account, they may choose to give users permission at the Organization level (for wider permissions) or at the Site level (for more scoped permissions).
The following are more detailed descriptions of the concepts in IAM.
|Organization - also known as Parent Organization||Parent organization is a top node of the Bloomreach customer hierarchy of<br><br>Parent Organization → Account → Site.<br><br>Each customer has a Parent Organization. A Parent organization can contain multiple Accounts, and each account can contain multiple Sites.<br><br>It is important to note that Users exist at an Organization level. Because of this, the IAM Admin role only exists at an organization node in the hierarchy, and users can only be managed at the Organization level.|
|Account||An Account is made up of a group of Sites under the same Organization. Roles can be assigned at the Account level.|
|Site||A Site is the lowest node of the customer hierarchy. Roles can be assigned at the Site level.|
# User Interface
The user management UI allows for user creation, modification, and deletion and contains admin roles to assign and revoke user permissions. Typically, these UI features will be managed by an admin who is either a business user or an IT admin at your organization. The admin will have access to the user management UI and can make changes to users.
The UI allows for the following:
Creation of new users
Management of user data
Resetting of passwords
Deletion of users
# Add a New User
Navigate to Setup in the left nav
Click on User management
Click on the Add New User button
Fill in the user's information, including e-mail address, and select their site access and roles
Click on Add New User to complete the process
## Adding a New User for SSO-enabled clients
Regular user creation from the IAM dashboard will not work for SSO-enabled users, as authentication must be done through your SSO provider.
SSO-enabled users should log in directly through their SSO provider using the steps provided below:
Go to the Bloomreach dashboard login page(<https://tools.bloomreach.com>).
Type in the SSO client's email and click login.
This will take you to your own SSO provider login page. Complete the login here using your SSO credentials.
Post login, you’ll be redirected to the Bloomreach dashboard.
On your first login, a new user will be automatically generated and granted default access (as defined during requirement collection for [SSO setup](🔗)). The IAM admin can follow up later and modify the user's access in the IAM dashboard.
# Manage an Existing User
Navigate to Setup in the left nav
Click on User management
Click on the Manage dropdown in the Action column
In the dropdown, you will see three choices:
Manage User: change or remove assigned roles and site access
Resend Invitation Email: reset the password for the user and send a password reset e-mail automatically to the e-mail address listed for that given user
Delete User: remove the user completely from access to Discovery. This action is not reversible.
# User Roles
The following user roles are supported in IAM. These are the roles that an IAM admin can assign to Users. You will only see the roles that are reflective of the Bloomreach products you have integrated on. For example, if you are not integrating Insights and are not an Insights customer, you will not see the "Insights User" role and will not be able to assign this role to anybody.
|-||<h5>AlgoControl User||An **`|
|-||<h5>AlgoSegmentation User||An **`|
|**Category Roles**||<li>Category User <li>Category User - Read Only||For the following Discovery apps, a**`|
|<h5>**DataConnect Roles**||<li>DataConnect Admin <li>DataConnect User||**`|
|**Dev Studio Roles**||<li>Dev Studio User<li>Dev Studio User - Read Only||For the following Discovery apps, a **`|
|**Dev Studio (Feed Config) Roles** - Only applicable to [Bloomreach Partners](🔗)||<li>Dev Studio (Feed Config) User<li>Dev Studio (Feed Config) User - Read Only||For the following Discovery apps, a **`|
|-||<h5>IAM Admin||An **`|
|**Insights Roles**||<li>Insights User <li>Insights User - Read Only||For the following Discovery apps, an **`|
|**Organic (Thematic) Roles**||<li>Organic (Thematic) User <li>Organic (Thematic) User - Read Only||For the following Discovery apps, an **`|
|**Organic (Widgets) Roles**||<li>Organic (Widgets) User <li>Organic (Widgets) User - Read Only||For the following Discovery apps, an **`|
|**Pathways Roles**||<li>Pathways User <li>Pathways User - Read Only||For the following Discovery apps, a **`|
|**Site Search Roles**||<li>Site Search User <li>Site Search - Read Only||For the following Discovery apps, a **`|
|-||**Usage Report User**||A **`|
Service Quotas Roles
The following placeholder roles would be part of upcoming feature releases. They currently do not support any functionality:
Service Quotas Admin
Service Quotas User
Service Quotas User - Read Only