Learn how Bazaarvoice defines instances, solutions, and roles and how this determines access to different features and capabilities.
Understand permissions: instances, solutions, and roles
The following table summarizes the permissions fields that apply to user accounts.
| Permissions | Description |
|---|---|
| Instances | Bazaarvoice sites that the user can access. Account Administrators must be assigned an instance to give access to that instance to users they manage. Select Show disabled instances to view instances that have been disabled using Configuration in Portal. |
| Solutions | Bazaarvoice offerings the user can access. Account Administrators must be assigned a solution to give access to that solution to users they manage. Account Administrators need to contact Bazaarvoice Support to get access to a new solution. |
| Roles | Capabilities users have in the applications they can access. Account Administrators must be assigned Responder and Privacy Manager roles to give access to those roles to the users they manage. |
What are instances?
Bazaarvoice instances are the sites that a user can access. You can manage user accounts with access to those instances for which you are an Account Administrator.
If a user has access to an instance for which you are not an Account Administrator, you cannot edit that user account.
For example:
-
Scenario 1:
- An Account Administrator can access the EnduranceCycles_US and EnduranceCycles_UK instances
- User A can access the EnduranceCycles_US instance
-
The Account Administrator can manage User A.
-
Scenario 1:
- An Account Administrator can access the EnduranceCycles_US and EnduranceCycles_UK instances
- User B can access the EnduranceCycles_US, EnduranceCycles_UK, and EnduranceCycles_CA instances
- The Account Administrator cannot manage User B.
What are solutions?
Solutions determine which Bazaarvoice offerings the user can access. Account Administrators can assign solutions to the user accounts they manage.
The following table lists solutions and their corresponding Bazaarvoice platforms:
| Solution | Platform |
|---|---|
| Connections | Connections |
| Vibe | Vibe |
| Configuration | Portal |
| Insights | Portal |
| Network | Portal |
| Questions & Answers | Portal |
| Ratings & Reviews | Portal |
| Reports | Portal |
| Sampling | Portal |
Special consideration: PII access
Users assigned the Reports or Ratings & Reviews solutions may also be assigned personally identifiable information (PII) access permission. Learn about managing PII permissions.
What are roles?
Roles determine the actions users can perform in the applications they can access.
Users can be assigned multiple Portal roles which apply to all instances the user can access (they cannot be instance-specific).
Refer to Portal roles for descriptions of Portal roles, required solutions and roles for Portal applications, and capabilities granted with roles assignments.
Vibe permissions
We map each Vibe brand to a Bazaarvoice instance. Vibe permissions are based on the instances to which the user has access.
To manage Vibe permissions, you must be assigned:
- The Account Administrator Portal role
- Vibe Admin access rights
- Either the same or a higher level of access to the same instances as the user
To open Vibe:
-
Sign in to the Bazaarvoice Portal
.
- From the top navigation bar, select Vibe.
- In the Vibe dashboard, select the gear icon in the top navigation bar and select Settings.
- Select Users.
-
Notice the icon beside a user name.
- If the icon is a gray gear, continue managing the user's permissions in Vibe.
- If the icon is the Bazaarvoice logo, manage the user's permissions in the Bazaarvoice Portal by completing the instructions in this section.
Assign Vibe permissions
-
Select Vibe as a solution available to the selected user. The Vibe Permissions section appears, including subsections for Vibe Brands and Access.
Note: The Vibe Brands subsection lists all the brands the user has access privileges for. -
In the Access section, you can assign permissions to the selected user:
- Limited: A Limited user (default selection) can browse the Dashboard. To allow a Limited user to manage content, you must assign them a role.
- Full: A Full user has access to all features and can configure Dashboard settings.
-
Admin: An Admin has access to all features, can configure Dashboard settings, and can manage users.
Note: Users who have the Portal role Account Administrator are automatically assigned Vibe Admin access privileges.
- (Limited user only) Select the checkbox for each Vibe feature you want to assign.
-
Select Save.
Vibe permissions overview
|
Access
|
Admin |
Full
|
Limited |
|---|---|---|---|
|
Access all features
|
✓
|
✓
|
*
|
|
Browse the Dashboard
|
✓
|
✓
|
✓
|
|
Configure Dashboard settings
|
✓
|
✓
|
|
|
Moderate Galleries and Request Rights
|
✓
|
✓
|
|
|
Connect Google/Adobe Analytics accounts
|
✓
|
|
|
|
Connect social accounts
|
✓
|
|
|
|
Manage users
|
✓
|
|
|
|
Create Galleries
|
✓
|
|
|
|
Create and edit Tracking Parameters
|
✓
|
|
|
|
Connect Product Catalog via the self-serve workflow
|
✓
|
|
|
* Limited users can browse, but cannot publish content unless you assign them one or more of the following roles:
- Scheduler: User has permission to manage buffers and schedule, re-order, and edit posts using the Upload and Schedule features.
- Galleries Moderator: User has permission to approve, reject, or tag images while moderating Gallery images.
- Like2Buy Moderator: User has permission to mark images as Featured while moderating Like2Buy images.
- Ratings & Reviews Manager: User has permission to comment, like, and delete comments using Ratings & Reviews.
Manage PII permissions
Access to PII is restricted by default for all Portal users.
As Account Administrator, you must:
- Have Account Administrator privileges.
- Have access to one of the Reports, Ratings & Reviews, or Questions & Answers solutions.
- Grant PII access permission to yourself.
-
Agree to a Terms of use statement for each user account.
Grant PII access permission only to users who have been assigned one of the following Portal solutions:
- Reports—PII access permission is a requirement for users who need to view reports that include PII.
- Ratings & Reviews—PII access permission is a requirement for users who need to view review contributors names, contributor IDs, or email addresses. Contributor filter only displays for users with PII access.
- Questions & Answers—PII access permission is a requirement for users who need to view the names, IDs, or email addresses of question or answer contributors.
Grant access to PII
- On the Edit user page, turn on the Access Personally Identifiable Information (PII) toggle which appears under Solutions when either Ratings & Reviews, Questions & Answers, or Reports has been assigned to the user.
- When the Terms of use dialog appears, select I agree to grant PII access.
- Select Save.