Identity and Access Management - Bloomreach Experience - Open Source CMS

Identity and Access Management

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 the Bloomreach Dashboard.

User Interface

The user management UI allows for creation, modification and deletion of users and contains admin roles to assign and revoke permissions to users.  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 be the one who has access to the user management UI and can make changes to users.

The UI allows for the following:

  1. Creation of new users

  2. Management of user data

  3. Resetting of passwords

  4. Role assignment

  5. Deletion of users

Adding a New User

  1. Navigate to Configurations in the top nav, select User and Role Management in the left nav
  2. Click on User Management
  3. Click on the Add New User button
  4. Fill in the user's information, including e-mail address and select their site access and roles
  5. Click on Add New User to complete the process

Manage an Existing User

  1. Navigate to Configurations in the top nav, select User and Role Management in the left nav
  2. Click on User Management
  3. Click on the Manage button under the Action column
  4. In the dropdown, you will see three choices:
    1. Manage User: change or remove assigned roles and site access
    2. Reset Password: reset the password for the user and send a password reset e-mail automatically to the e-mail address listed for that given user
    3. Delete User: remove the user completely from access to the dashboard. This action is not reversible

Demo of UI functionality

Default Roles

The following default 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. 

Role Role Definition
Category User

Read/Write

A Category User has access to the following parts of the Bloomreach dashboard:

  • Merchandising → Categories
  • Testing
  • Targeting
Category User - Read Only

Read Only

A Category User - Read Only user has read only access to the following parts of the Bloomreach dashboard:

  • Merchandising → Categories
  • Testing
  • Targeting
Insights User

Read/Write

A Insights user has access to the following parts of the Bloomreach dashboard:

  • Insights
Insights User - Read Only

Read Only

A Insights User - Read Only user has read only access to the following parts of the Bloomreach dashboard:

  • Insights
Dev Studio User

Read/Write

A Dev Studio User has access to the following parts of the Bloomreach dashboard:

  • Dev Studio → Account Info
  • Dev Studio → Pixel
  • Dev Studio → Feed Status (can click and execute Feed Revert button)
  • Dev Studio → API
Dev Studio User - Read Only

Read Only

A Dev Studio Read Only User has read only access to the following parts of the Bloomreach dashboard:

  • Dev Studio → Account Info
  • Dev Studio → Pixel
  • Dev Studio → Feed Status (cannot execute Feed Revert functionality)
  • Dev Studio → API
Dev Studio User (Feed Config)

Read/Write

A Dev Studio User (Feed Config) has access to the following parts of the Bloomreach dashboard:

  • Dev Studio → Feed Configuration
  • Dev Studio → Attribute Configuration
Dev Studio User (Feed Config) - Read Only

Read Only

A Dev Studio User (Feed Config) - Read Only has read only access to the following parts of the BloomReach dashboard:

  • Dev Studio → Feed Configuration
  • Dev Studio → Attribute Configuration
IAM Admin

Read/Write

A IAM Admin has access to the following parts of the Bloomreach dashboard:

  • Configurations → User and Role Management

This role can only be assigned and given by the Bloomreach support team.

Organic (Widgets) User

Read/Write

A Organic (Widgets) User has access to the following parts of the Bloomreach dashboard:

  • Organic → Analytics
Organic (Widgets) User - Read Only

Read Only

A Organic (Widgets) User - Read Only has read only access to the following parts of the Bloomreach dashboard:

  • Organic → Analytics
Site Search User

Read/Write

A Site Search User has access to the following parts of the Bloomreach dashboard:

  • Merchandising → Site Search
  • Testing
  • Targeting
Site Search - Read Only

Read Only

A Site Search - Read Only has read only access to the following parts of the Bloomreach dashboard:

  • Merchandising → Site Search
  • Testing
  • Targeting
Organic (Thematic) User

Read/Write

An Organic (Thematic) User has access to the following parts of the Bloomreach dashboard:

  • Organic → Tools
Organic (Thematic) User

Read Only

An Organic (Thematic) User - Read Only has read only access to the following parts of the Bloomreach dashboard:

  • Organic → Tools
Pathways and Recommendations User

Read/Write

A Pathways user has access to the following parts of the Bloomreach dashboard:

  • Merchandising → Recommendations & Pathways
Pathways and Recommendations User - Read Only

Read Only

A Pathways - Read Only User has access to the following parts of the Bloomreach dashboard:

  • Merchandising → Recommendations & Pathways

IAM Site Hierarchy 

Bloomreach customer hierarchy is Parent Organization → Account → Site. 

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 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

Parent Organization → Account → Site.

Each customer has a Parent Organization. A Parent organization can contain multiple Accounts and each account can contain multiple Sites.

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 Organizaiton. 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.
Did you find this page helpful?
How could this documentation serve you better?
On this page
    Did you find this page helpful?
    How could this documentation serve you better?