Administration: Path

Complete your onboarding.

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Learn to manage the user and access rights of your whole e-commerce team, and handle your customer data responsibly and securely.

Who is this for?

  • Platform administrators
  • Account admins
  • Project leads
  • Managers
  • Anyone who wants to understand how data is accessed and protected

Overall topics to go through: 8
Overall estimated time: ∼50 minutes

1-5 Administration Basics

Reading time: 20 minutes

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Learn to administer your project, manage access and user rights, and protect your customer's data.

1.Project settingsBe in charge of user and project settings, and learn how to create a new project.
2.Project Structure TemplatesChoose one of the predefined data structures or reuse an existing one to reduce the time to set up your project.
3.Access ManagementControl the access rights of your team members and protect customers' personal data.
4.Usage DashboardRegularly check the usage data about your project, for example, the percentage of storage used or the number of monthly processed events.
5.Data minimizationControl the amount of project data and comply with data minimization guidelines.

6-9 Security system

Reading time: 30 minutes

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Learn how we protect your data, how to be compliant with GDPR, and how to backup your data.

6.Security commitmentRead about the precautions we take to keep your data safe and secure.
7.Security ArchitectureUnderstand our security infrastructure and learn what multi and single tenant instances are.
8.PrivacyBe compliant with GDPR. Read through all our GDPR guides in this article to make sure you know how to handle your customer data appropriately and advise your team when necessary.
9.Data Location and Backup ManagementLearn about your backup options before it is too late.

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Your onboarding is now complete!

You can further leverage your knowledge with the learning materials below. Alternatively, continue with another learning path to master another area of the tool.

Further learning resources

Creating a new Engagement instanceLearn how to set up a new Engagement instance.
Engagement's Security controls

One of the articles: Bloomreach Engagement Single Sign-On (SAML based SSO)
Read about all possible security options in Bloomreach Engagement. We advise you to go through each of the security controls and decide which security precautions you want to activate on your end.
Bloomreach's DPIA guidelinesGuidelines to assist you with Data Protection Impact Assessment.
Engagement Data Privacy courseUnderstand all the key regulations (GDPR, CCPA, ePrivacy) and get ready to master any other that may come in the future with the Privacy course provided by Bloomreach Academy.

You can find all the articles on Security and Privacy in the documentation.


What´s next?

Leverage your knowledge with another Learning path.