Portal roles

Learn about Portal roles and what roles you need to complete tasks in different Portal applications.

Roles in the Bazaarvoice Portal

Note: You'll only see certain Portal roles after you assign a solution to a user as some roles are directly linked to specific solutions. For example, you cannot see the Reports Administrator or Reports Contributor roles until you're assigned the Reports or Insights solutions.  

Account Administrator

• Can manage Portal roles and assign them to themselves and other users. Only users who have been assigned the Account Administrator role can assign this role to other users.
• Can hold all Portal roles only after they assign these roles to themselves
• Controls access to PII for users of Reports, Ratings & Reviews, and Questions & Answers
• Administrative privileges apply only to those solutions and instances the Account Administrator can access
• Can create a Answer Contributor ID, which is required to authenticate users responding to questions
• Administrative privileges apply only to users assigned the same set of instances

Alerts Administrator

• Can create, edit, unsubscribe from, and delete any alerts for any user. This includes Ratings & Reviews, Questions & Answers, or Product Feed alerts.
• Requires the Ratings & Reviews, Questions & Answers, or Product Feed solution for creating alerts
  

Alerts Contributor

• Can create, view, edit and delete any alerts they own. This includes Ratings & Reviews, Questions & Answers, or Product Feed alerts
• Requires the Ratings & Reviews solution for creating Ratings & Reviews alerts
• Requires the Questions & Answers solution for creating Questions and Answers alerts
• Requires the Product Feed solution and the Catalog Administrator role for creating Product Feed alerts

Alerts Viewer

Note: This role supports alerts migration by ensuring recipients are Portal users. It grants access only to the Portal homepage and the Manage Alerts feature.

• Can only view Ratings & Reviews, Questions & Answers, or Product Feed alerts they are a recipient of
• Can unsubscribe from any alerts they are a recipient of
• Cannot create, edit, unsubscribe or delete alerts

Configuration Administrator

• Allows access to site-level configuration settings and selections
• Requires the Configuration solution

Content Administrator

• Can perform all content management tasks in either Ratings & Reviews or Questions & Answers
• Can view and respond to questions or reviews, moderate content, or migrate content
• Requires the Ratings & Reviews or the Questions & Answers solution

Content Moderator

• Can view all content, perform content moderation tasks, mark reviews as featured, and add notes in Ratings & Reviews
• Can view all content, perform content moderation tasks, and add notes in Questions & Answers
• Requires the Ratings & Reviews or the Questions & Answers solution

Content Responder

• Can view all content, response to reviews, and add notes in Ratings & Reviews
• Can view all content, respond to questions, and add notes in Questions & Answers. A contributor ID is required to authenticate contributors responding to consumer questions.
• Used for responding to reviews through the Response API
• Can control user access to staging and production environments

Content Viewer

• Can view all content in Ratings & Reviews but cannot moderate content, respond to reviews, or modify any posts or settings
• Can view all content in Questions & Answers but cannot moderate or respond to content
• Requires the Ratings & Reviews or the Questions & Answers solution

Network Administrator

• Can create product match requests
• Requires the Ratings & Reviews solution

Network Viewer

• Can only view product match requests
• Cannot create product match requests
• Requires the Ratings & Reviews solution

Privacy Manager

• Can manage privacy requests from your site visitors to analyze the data Bazaarvoice collects about them
• Can remove site visitor data from Bazaarvoice systems
• Must be assigned to the Account Administrator before that administrator can assign it to other users
• Can control user access to staging and production environments

Product Catalog Administrator

• Used for the Product Catalog application
• Requires the Ratings & Reviews or Sampling solution

Product Catalog Viewer

• Used for the Product Catalog application
• Requires the Ratings & Reviews solution or Sampling solution

Recipient-only user

* Applies to Alerts and Reports only.

• Assigned an Active status by default to ensure they receive triggered alerts or reports
• Used strictly for alert and report distribution only
• Doesn't have or require Portal sign-in credentials
• Eligible to receive alerts and reports.

Reports Administrator

• Used for Insights and Reports applications
• Requires the Reports solution or Insights solution
• Can create new reports
• Can view and download existing reports
• Can edit and delete reports created by any user within the same client instance

Reports Contributor

• Used for Insights and Reports applications
• Requires the Reports solution or Insights solution
• Can create new reports
• Can view and download existing reports
• Can only edit and delete the individual reports that they themselves created

Reports Viewer

• Used to receive reports
• Can download reports only from the report email

Sampling Campaign Manager

• Used for Sampling and Sampling Administration
• Requires the Sampling solution
• Assigned to users who configure, set up, run, and approve requests for sampling campaigns

Sampling Community Manager

• Used for Sampling and Sampling Administration
• Requires the Sampling solution
• Assigned to users who manage and communicate with members within the sampling community

Sampling Fulfillment Manager

• Used for Sampling and Sampling Administration
• Requires the Sampling solution
• Assigned to users who access and provide fulfillment partners with the information required to execute sampling campaigns

Sampling Member Support

• Used for Sampling and Sampling Administration
• Requires the Sampling solution
• Assigned to users who respond to member support questions and issues

Sampling Program Manager

• Used for Sampling and Sampling Administration
• Requires the Sampling solution
• Assigned to users who need to understand, submit requests for, and report on details and metrics of sampling campaigns

Technical Administrator

• Used for API key requests and transaction monitoring
• Requires the Ratings & Reviews solution
• Gives access to Monitoring Tools in Portal

Technical Contributor

• Used for API key requests
• Requires the Ratings & Reviews solution

User

• Assigned to all Portal users
• Can access assigned instances and solutions
• Role cannot be deleted
• Can view or unsubscribe from any alerts they receive​

Roles needed for Portal applications

Some Portal applications require the assignment of application-specific roles.

Select an application to view its required solutions and roles.

Questions & Answers​

Note: To allow  Content Responders, Content Administrators, or  Account Administrators to respond to consumer questions, you must assign them an existing Answer Contributor ID for authentication. Learn how to create Answer Contributor IDs.   

• Requires the Questions & Answers solution.
• Requires one of the following roles: Content Viewer, Content Responder, Content Moderator, Content Administrator, Account Administrator, Alerts Administrator, Alerts Contributor, or Alerts Viewer

Role capabilities

• Content Viewers can:
  • view content
    
    
• Content Responders can:
  • view content
  • respond to questions
    
    
• Content Moderators can:
  • view content
  • moderate content
    
    
• Content Administrators can:
  • view content
  • respond to questions
  • mark reviews as Featured
  • moderate content
  • migrate content
    
    
• Alerts Viewers can:
  • View alerts for migrated users
  • Only access the Portal homepage and Manage Alerts.

• Alerts Contributors can:
  • create, view, edit, or delete their own alerts only
    
    
• Alerts Administrators can:
  • create, view, edit, or delete any alerts.

Solutions and corresponding roles

Use the following table to see what roles are available for each solution in Portal.

Solution	Roles
Configuration	Configuration Administrator
Network	Network Administrator Network Viewer
Privacy	Privacy Manager
Product Catalog Note: You can’t select Product Catalog as a solution when you create or edit a user’s account.	Product Catalog Administrator Product Catalog Viewer
Questions & Answers and Ratings & Reviews	Content Administrator Content Moderator Content Responder Content Viewer Technical Administrator Technical Contributor
Reports & Analytics	Reports Administrator Reports Contributor
Sampling	Sampling Campaign Manager Sampling Community Manager Sampling Fulfillment Manager Sampling Member Support Sampling Program Manager
Sampling Administration	Sampling Campaign Manager Sampling Community Manager Sampling Member Support Provisioning Manager
Other roles not tied to a specific solution	Account Administrator Note: Account Administrators can assign any of the solutions they can access to other users in their instance. They can also assign roles for these solutions to other users even if they don’t have these roles themselves. Reports Manager Reports Viewer Technical Manager User

Assign contributor ID to user

* This step is required for the Questions & Answers solution only.

• A contributor ID with associated badges can be assigned to multiple users. For example, if Maggie Smith and James Lee are part of your Questions & Answers support team, you can assign the same contributor ID to both users.
• To link a user to an Answer Contributor ID for authentication, you must have the   Account Administrator  role.
• When a user responds to a question, any badges (Staff, Expert, or Merit) linked to the assigned contributor ID will automatically appear on your site.

Note: A contributor ID is needed to authenticate contributors responding to consumer questions. IDs are not generated by Bazaarvoice. Use the Questions & Answers Create Contributors feature to create a contributor ID.

1. Sign in to the Bazaarvoice Portal.

2. From the upper-right corner, select the settings icon .

3. Select Manage Users. Use the Filters area of the Manage users page to locate the user and edit their account details. The Edit user page appears.

4. Under Solutions, select Questions & Answers  as a solution available to a user.
   
   

5. Once Questions & Answers is selected, a section labelled Manage Contributors becomes active. 
   

6. Enter the Answer Contributor ID for each Instance. 
   

   

   Tip: Find existing contributor IDs using the Questions & Answers solution filters. Learn how to create new contributor IDs.

7. (Optional) To delete an Answer Contributor ID for a specific client instance, use the trash can icon.

8. Select Save.

Note: On the Edit user page, under Portal roles, ensure the user is assigned one of these roles: Content Responder or Content Administrator.