Read the following sections to learn about managing user accounts and permissions:

Note: Only users assigned the Account Administrator role can perform tasks included in this topic.

Managing user accounts

This topic section provides information about creating and managing Bazaarvoice Portal user accounts.

Who can manage Portal user accounts?

Portal users who are assigned the Account Administrator role can manage other user and administrator accounts.

To see who’s assigned the Account Administrator role within your company, sign in to Portal and go to your profile page.

Tip: If you need to be assigned the Account Administrator role or have this role removed, contact another Account Administrator at your company.

Security considerations

We recommend you follow these security guidelines to keep your Bazaarvoice solutions and user accounts safe.

Get started

  1. Sign in to the Bazaarvoice Portal .

  2. From the Portal menu hamburger menu located in the upper-left corner, select Users & Permissions. The Manage users page appears where you can:

    • Create user accounts
    • View and edit user status
    • Manage user accounts
Note: The Manage users page also lets you assign user permissions. For more information about assigning solutions and roles, read Managing permissions.

Create user account

  1. From the Manage users page, select Create new user.
  2. Enter an email address for the new user account.
  3. Specify user account details in the Profile and Access sections.
  4. Select Save.
Note: If you try to create a user account for someone who already has a Bazaarvoice account, you'll receive an error message indicating that the email address is already in use. Use the Filters area of the Manage users page to locate the user and edit account details. If you cannot locate the account, this may be because you and the user do not share any instances. Contact Bazaarvoice Support for assistance.

View user account details

Use the Filters area to narrow the list of user accounts. You can filter by:

  • First name
  • Last name
  • Email
  • Instance

Enter or make selections, and then select Filter.

Select Clear to reset the filter and display all user accounts.

View user account status

Status labels display with user names and in the user account details page. They provide useful information about the user at a glance.

The following table lists possible user status:

Status Description
Active
  • The user has access to the account.
  • If the user requests a password reset through the Forgotten password page, their status remains Active.
  • If an Administrator resets the user account password, their status changes to Password Reset.
Provisioned
  • The user account has been created.
  • The user has not yet set a password.
Locked Out
  • The user account has been locked after five failed login attempts.
  • The user has received an email explaining how to regain access.
Recovery
  • An Account Administrator has reset the user account password.
  • The user must select the link in the password reset email to set a new password and regain access to the account.
Suspended
  • An Administrator has disabled access to the user account.

Edit user account details

You can manage users who have access to the instances for which you are an Account Administrator.

If a user has access to at least one instance for which you are not an Account Administrator, then you cannot edit that user account.

To edit user account details:

  1. Select a user name. The Edit user page appears.
  2. Edit the Profile fields to update the user’s personal information, such as email address, name, or preferred language.
  3. Edit the Access fields to update the Bazaarvoice instances, solutions, roles, and custom permissions the user can access.
  4. Select Save.

For information about granting access to personally identifiable information (PII), refer to Granting access to PII.

Note: When the email address of a user profile is updated, a link to confirm the change will be sent to the new email address. The user must confirm the change before using the new address to sign in to the Portal.

Disable or delete a user account

Disable a user account to prevent a user from logging in.

  1. From the Manage users page, select the user name. The Edit user page appears.
  2. Select Disable user.

Re-enable the user account at any time by selecting Enable user. The user’s account details and password remain the same.

To delete a user account, you must first disable it. When the account is disabled, select Delete user.

Note: You cannot restore a user account after deleting it. Deleting a user's account also removes audit information about the changes the user made in the system. You will also remove saved filters, reports, and logs, but content such as review responses will remain.

Reset user account password

  1. From the Manage users page, select a user name.
  2. Select Reset password.
Note: When you reset a user's password, the user receives a password reset email. If the user remembers their original password after you send the password reset email, the original password will no longer work. They must reset their password using the link in the email.

Common questions

Select View Administrators on the Edit user page.

Open a support ticket to request a report. Bazaarvoice can deliver the report only to Account Administrators.

  • If you are an Account Administrator and need the Privacy Manager role, contact Bazaarvoice Support and open a support case.
  • If you're a user and need the Privacy Manager role, you can request access from Account Administrators with that role. If you’re not sure who your Account Administrators are, you can:
    1. Select the profile button on the upper-right corner of the Portal.
    2. Select Profile.
    3. Select View Administrators.

Managing permissions

Read this section to learn how Bazaarvoice defines instances, solutions, and roles, and how their assignments determine access to features and capabilities.

Understanding 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 Portal Configuration.
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.

Example

The Account Administrator can access:
  • EnduranceCycles_US
  • EnduranceCycles_UK
 User A can access:
  • EnduranceCycles_US
 The Account Administrator can manage User A
The Account Administrator can access:
  • EnduranceCycles_US
  • EnduranceCycles_UK
 User B can access:
  • EnduranceCycles_US
  • EnduranceCycles_UK
  • EnduranceCycles_CA
 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.

Note: Account Administrators can assign only the solutions they have access to.

The following table lists solutions and their corresponding Bazaarvoice platforms:

Solution Platform
Connections Connections
Social Commerce Social Commerce
Insights Portal
Questions & Answers Portal
Questions & Answers (Workbench) Workbench
Ratings & Reviews Portal
Ratings & Reviews (Workbench) Workbench
Reports Portal (does not include Workbench dashboards)
Sampling Portal
Configuration Portal

Special consideration: PII access

Users who are assigned the Reports or Ratings & Reviews solutions may also be assigned PII access permission. For more information, refer to Granting access to PII.

What are roles?

Roles determine the actions users can perform in the applications they can access. Bazaarvoice defines two groups of roles: Portal roles and Workbench roles.

Users can be assigned multiple Portal roles, which:

  • Apply to all instances the user can access (they cannot be instance-specific)
  • Do not apply to Workbench
Example: Sophie is assigned the Portal Account Administrator role and the Reports and Insights solutions. As a result, she has Account Administrator privileges in Reports and Insights. This assignment does not grant Sophie Account Administrator privileges for Workbench reports or dashboards.

Refer to Portal roles for descriptions of Portal roles, required solutions and roles for Portal applications, and capabilities granted with roles assignments.

Workbench roles specify user capabilities in the Bazaarvoice Workbench. Workbench roles are instance-specific, meaning that a user can have different access levels for each instance. In addition, available Workbench roles may be different for each instance, depending on how they were customized.

Refer to Workbench roles for information about assigning Workbench roles and for descriptions of roles and permissions.

Tip: Account Administrators can look up details about each role by selecting View Permissions from the Edit user page.

Portal roles

The following table lists Portal roles.

Role Description
Account Administrator
  • Can manage other users
  • Controls access to PII for users of Reports, Ratings & Reviews, and Questions & Answers (beta)
  • Administrative privileges apply only to those solutions and instances the Account Administrator can access
  • Administrative privileges apply only to users assigned the same set of instances
  • Only users who are already assigned the Account Administrator role can assign this role to other users.
Configuration Administrator
  • Allows access to site-level configuration settings and selections
  • Requires the Configuration solution
Content Administrator
  • Can perform all content management tasks (including moderation and response tasks) in Ratings & Reviews
  • Can view all content, perform content moderation tasks, and add notes in Questions & Answers (beta)
  • Requires the Ratings & Reviews or the Questions & Answers solution
Content Moderator
  • Can view all content, perform content moderation tasks, and add notes in Ratings & Reviews
  • Can view all content, perform content moderation tasks, and add notes in Questions & Answers (beta)
  • Requires the Ratings & Reviews or the Questions & Answers solution
Content Responder
  • Can view all content, perform response tasks, and add notes in Ratings & Reviews
  • Can view all content and add notes in Questions & Answers (beta)
  • 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 (beta) but cannot moderate or respond to content
  • Requires the Ratings & Reviews or the Questions & Answers 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 (Workbench) or Sampling solution
Product Catalog Viewer
  • Used for the Product Catalog application
  • Requires the Ratings & Reviews solution or Sampling solution
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
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 (Workbench) solution
Technical Contributor
  • Used for API key requests
  • Requires the Ratings & Reviews (Workbench) solution
User
  • Assigned to all Portal users
  • Can access assigned instances and solutions
  • Role cannot be deleted

Why can’t I see some Portal roles?

Some Portal roles don’t appear until a solution is assigned. For example, you cannot see the Reports Administrator or Reports Contributor roles until you’re assigned the Reports or Insights solutions.

Capabilities by application

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

Expand the following sections to view required solutions and roles for Portal applications.

You must have this solution: and one of these roles:
Ratings & Reviews
  • Technical Contributor
  • Technical Administrator
  • Account Administrator

The following table lists tasks you can perform and the roles needed for each.

Task Technical Contributor Technical Administrator Account Administrator
View app ✓ ✓ ✓
Request API keys ✓ ✓ ✓
View and edit keys for a selected client instance Only API keys they requested All keys All keys
Enable and disable API keys ✓ ✓
Assign the Technical Contributor role to other users ✓
Assign the Technical Administrator role to other users ✓
You must have this solution: and one of these roles:
Configuration
  • Configuration Administrator
  • Account Administrator
You must have this solution: and one of these roles:
Insights
  • Reports Contributor
  • Reports Administrator
  • Account Administrator
You must have one of these solutions: and one of these roles:
  • Ratings & Reviews
  • Sampling
  • Product Catalog Viewer
  • Product Catalog Administrator
  • Account Administrator

The following table lists tasks you can perform and the roles needed for each.

Task Product Catalog Viewer Product Catalog Administrator
Account Administrator
View products ✓ ✓
View product details ✓ ✓
Edit products ✓
Add products ✓
View brands ✓ ✓
View brand details ✓ ✓
Edit brands ✓
Add brands ✓
View categories ✓ ✓
View category details ✓ ✓
Edit categories ✓
Add categories ✓
Note: Questions & Answers in Portal is in beta phase, and its functionality is currently limited to viewing and moderating content or adding internal notes. To answer consumer questions and manage contributors, use legacy Workbench. For a detailed guide to the Questions & Answers beta release, refer to Questions & Answers (beta)—content management in Portal.
You must have this solution: and one of these roles:
Questions & Answers
  • Content Viewer
  • Content Responder
  • Content Moderator
  • Content Administrator
  • Account Administrator

The following table lists content management tasks you can perform and the roles needed for each.

Task Content Viewer Content Responder Content Moderator Content Administrator
Account Administrator
View content ✓ ✓ ✓ ✓
Add internal notes ✓ ✓ ✓
Note: The new Ratings & Reviews content management solution is now available. You can start managing and responding to consumer reviews in the Bazaarvoice Portal instead of Workbench. For guidance using Ratings & Reviews, refer to the following resources:
  • Knowledge Base: Ratings & Reviews content management in Portal
  • Video:Ratings & Reviews introductory video
    • You must have this solution: and one of these roles:
    Ratings & Reviews
    • Content Viewer
    • Content Responder
    • Content Moderator
    • Content Administrator
    • Account Administrator

    The following table lists content management tasks you can perform and the roles needed for each.

    Task Content Viewer Content Responder Content Moderator Content Administrator
    Account Administrator
    View content ✓ ✓ ✓ ✓
    Respond to content ✓ ✓
    Moderate content ✓ ✓
    Add internal notes ✓ ✓ ✓
    You must have this solution: and one of these roles:
    Reports
    • Reports Contributor
    • Reports Administrator
    • Account Administrator

    The following table lists tasks you can perform and the roles needed for each.

    Note: Unless specifically indicated, allowed actions apply to all reports created by any user in the same instance.
    Task Reports Contributor Reports Administrator
    Account Administrator
    Create reports ✓ ✓
    View reports ✓ ✓
    Duplicate reports ✓ ✓
    Download reports ✓ ✓
    Edit reports own reports only ✓
    Delete reports own reports only ✓
    You must have this solution: and one of these roles:
    Sampling
    • Sampling Campaign Manager
    • Sampling Community Manager
    • Sampling Fulfillment Manager
    • Sampling Member Support
    • Sampling Program Manager
    • Account Administrator

    The following table lists tasks you can perform and the roles needed for each.

    Task Campaign Manager Community Manager Fulfillment Manager Member Support Program Manager Account Administrator
    View dashboard ✓ ✓ ✓ ✓ ✓
    View products ✓ ✓ ✓ ✓ ✓
    View reviews ✓ ✓ ✓ ✓ ✓
    View retailers ✓ ✓ ✓ ✓ ✓
    View nominated products ✓ ✓ ✓ ✓
    Add products ✓ ✓ ✓
    View fulfillment ✓ ✓ ✓ ✓ ✓ ✓
    Edit fulfillment ✓ ✓ ✓ ✓
    View campaigns ✓ ✓ ✓ ✓
    Edit campaigns ✓ ✓
    View members ✓ ✓ ✓
    Edit members ✓ ✓
    View vendors ✓ ✓ ✓
    Edit vendors ✓ ✓
    Send emails ✓ ✓ ✓
    You must have this solution: and one of these roles:
    Sampling
    • Sampling Campaign Manager
    • Sampling Community Manager
    • Sampling Member Support
    • Account Administrator

    The following table lists tasks you can perform and the roles needed for each.

    Task Campaign Manager Community Manager Member Support Account Administrator
    View campaigns ✓ ✓ ✓
    Edit campaigns ✓ ✓
    View members ✓ ✓ ✓
    Edit members ✓ ✓
    View vendors ✓ ✓ ✓
    Edit vendors ✓ ✓
    Send emails ✓ ✓ ✓
    View member survey ✓ ✓ ✓
    Edit member survey ✓ ✓ ✓
    You must have this solution: and one of these roles:
    Ratings & Reviews
    • Technical Administrator
    • Account Administrator

    Workbench roles

    Workbench roles determine user permissions for the Ratings & Reviews and Questions & Answers solutions. These roles are separate from the role a user has in Portal. For example, an account can have a User role in Portal but an Administrator role in Ratings & Reviews (Workbench).

    Watch this video to learn more.

    To set Ratings & Reviews or Questions & Answers roles:

    1. Select Ratings & Reviews (Workbench) or Questions & Answers (Workbench) as a solution available to a user. A section called Environments appears.
      Note: The Environments section also appears when either the Privacy Manager or Responder roles are selected, regardless of the solution.
    2. Select both Staging and Production environments to allow the user to access test and live client instances, or limit the user’s access to just one environment.
    3. Under the Workbench Permissions section, select the role the user has for each Ratings & Reviews (Workbench) or Questions & Answers (Workbench) client instance.
      Note: If you cannot edit the role assigned to a user, and a shared username displays beneath the client instance, the user is part of a shared account. For example, the following image shows a shared account, called test_demo_c7, for the test-portal-migration-c7 client instance.
      Shared account
      Shared accounts tie multiple email addresses together in the legacy Workbench user management system. To change the role of a user that is part of a shared account, you must first remove the user from the shared account. If you remove the user from the shared account, the user loses access to existing reports and alerts, and you will have to reconfigure these in Workbench. To remove a user from a shared account:

      1. In the Site column, note the name of the client instance with the shared account. You will need this name later in the process.
      2. Delete the client instance using the trash can icon.
      3. Select Add another account.
      4. Add the client instance from step 1 in the Site column.
      5. Assign the desired role in the Role column.
      6. Select Save.
    4. (Optional) Select View Permissions to display a list of all the permissions assigned to the instance role.
    5. (Optional) Select Edit to update the Answer Contributor ID.
      Note: The Answer Contributor ID assigned in permissions is not the same as your profile page nickname on your website. It’s a hidden, unique ID passed to Bazaarvoice during user authentication that you need to respond to questions using the Workbench Answer Management tool.
    6. (Optional) Use the trash can icon to delete access to a specific client instance in these solutions. The user can still access these client instances in other assigned solutions.
    7. Select Save.

    Role capabilities and permissions

    This section lists the roles specific to Ratings & Reviews and Questions & Answers.

    Note: This information does not include custom roles from the legacy Workbench user management system. You can assign custom roles to users but cannot create new ones. To learn more about a custom role, select View Permissions.

    Expand each role to view its associated capabilities and full permissions.

    Allows the user to access nearly all functionality in Workbench.

    Full permissions:

    • Analyst Report Creation
    • Review Management
    • Answer Management
    • Badge Management
    • Dashboards
    • Universal Report Generation
    • Download All Analyst Reports
    • Family Management Modification
    • Review Management Moderation
    • Answer Management Response
    • Executive Summary
    • Default Permission
    • Feed Validation
    • Review Migration
    • Syndication Reports
    • All Alerts
    • BrandAnswers Administrator
    • Question Migration
    • Profile Management Moderation
    • BrandAnswers Contributor
    • Answer Management Moderation
    • Family Management
    • Review Removal
    • Profile Management
    • Review Management Response
    • Own Analyst Reports
    • Own Alerts
    • Auto-Twitter Posts
    • All Analyst Reports
    • View Decrypted PII
    • View Financial Information

    Allows the user to access nearly all functionality in Workbench.

    Does not allow the user to view PII.

    Full permissions:

    • Analyst Report Creation
    • Review Management
    • Answer Management
    • Badge Management
    • Dashboards
    • Universal Report Generation
    • Download All Analyst Reports
    • Family Management Modification
    • Review Management Moderation
    • Answer Management Response
    • Executive Summary
    • Default Permission
    • Feed Validation
    • Review Migration
    • Syndication Reports
    • All Alerts
    • BrandAnswers Administrator
    • Question Migration
    • Profile Management Moderation
    • BrandAnswers Contributor
    • Answer Management Moderation
    • Family Management
    • Review Removal
    • Profile Management
    • Review Management Response
    • Own Analyst Reports
    • Own Alerts
    • Auto-Twitter Posts
    • All Analyst Reports
    • View Financial Information

    This is a legacy role for Connections users. When creating new Connections users, use the Role menu outside of the Ratings & Reviews section to assign the User role to the account. Then, give the account access to the Connections solution. To allow a user to manage other Connections users, assign them the Account Administrator role in the Role menu.

    Allows the user to:

    • View reviews, answers, and profiles
    • View and create reports in Workbench

    Does not allow the user to:

    • Moderate, migrate, or submit responses to content
    • View PII

    Full permissions:

    • Answer Management
    • Profile Management
    • Own Analyst Reports
    • Own Alerts
    • Executive Summary
    • Dashboards
    • Analyst Report Creation
    • Syndication Reports
    • Review Management
    • Default Permission
    • Download All Analyst Reports

    This role does not have any permissions. It applies to inactive users.

    Allows the user to:

    • Moderate reviews, answers, and profiles
    • View and create reports in Workbench

    Does not allow the user to:

    • Migrate or submit responses to content
    • View PII

    Full permissions:

    • Review Management Moderation
    • Answer Management
    • Profile Management
    • Own Analyst Reports
    • Own Alerts
    • Executive Summary
    • Answer Management Moderation
    • Dashboards
    • Analyst Report Creation
    • Syndication Reports
    • Review Management
    • Default Permission
    • Download All Analyst Reports

    Allows the user to view and create reports in Workbench.

    Full permissions:

    • Analyst Report Creation
    • Syndication Reports
    • Own Analyst Reports
    • Default Permission
    • Executive Summary
    • Universal Report Generation

    Allows the user to:

    • Respond to reviews and answers
    • View and create reports in Workbench

    Does not allow the user to:

    • Moderate or migrate content
    • View PII

    Full permissions:

    • Answer Management
    • Answer Management Response
    • Profile Management
    • Own Analyst Reports
    • Own Alerts
    • Executive Summary
    • Dashboards
    • Analyst Report Creation
    • Review Management Response
    • Syndication Reports
    • Review Management
    • Default Permission
    • Download All Analyst Reports

    Allows the user to:

    • Respond to reviews and answers
    • View and create reports in Workbench
    • View decrypted PII

    Does not allow the user to:

    • Moderate or migrate content

    Full permissions:

    • Answer Management
    • Answer Management Response
    • Profile Management
    • Own Analyst Reports
    • Own Alerts
    • Executive Summary
    • Dashboards
    • Analyst Report Creation
    • Review Management Response
    • Syndication Reports
    • Review Management
    • Default Permission
    • Download All Analyst Reports
    • View Decrypted PII

    Allows the user to:

    • Moderate reviews and profiles
    • Respond to and migrate reviews, answers, and profiles
    • Configure product families and contributor badges
    • View and create reports in Workbench

    Does not allow the user to:

    • View PII

    Full permissions:

    • Review Migration
    • Family Management
    • Review Management Moderation
    • Answer Management
    • Profile Management
    • Own Analyst Reports
    • Review Removal
    • Question Migration
    • Analyst Report Creation
    • Syndication Reports
    • Review Management
    • Answer Management Response
    • Executive Summary
    • Review Management Response
    • Family Management Modification
    • Badge Management
    • Profile Management Moderation
    • Default Permission

    Workbench permissions

    The following table describes Ratings & Reviews and Questions & Answers permissions.

    Permission Description
    All Alerts Manage alerts for all Workbench users.
    All Analyst Reports View all reports in Workbench.
    Analyst Report Creation Access all pages in Workbench under the Reports menu.
    Answer Management Response Submit answers to shopper questions on the Content > Manage Content > Questions & Answers page in Workbench.
    Answer Management Access the Content > Manage Content > Questions & Answers page in Workbench.
    Answer Management Moderation Moderate and add notes to answers on the Content > Manage Content > Questions & Answers page in Workbench.
    Auto-Twitter Posts Manage Twitter alerts on the Edit Event Alerts Report Setup page. With this permission, users can configure events, such as a new review, to trigger a post on a Twitter account.
    Badge Management Access the Settings > Contributor Settings page in Workbench.
    BrandAnswers Administrator Provides administrator privileges (with the exception of managing users) for the Connections solution.
    BrandAnswers Contributor Submit responses in Connections.
    Dashboards Access the Charts > Content Dashboards pages in Workbench.
    Default Permission Basic permission that is automatically granted to every role and used to access Workbench.
    Download All Analyst Reports Download all reports in Workbench.
    Executive Summary Access the executive summary report available on the Content > Executive Summary page in Workbench.
    Family Management View product families on the Content > Manage Families page in Workbench.
    Family Management Modification Create a new family, delete a family, add or remove products within a family, edit a family name, and modify the Expand setting. To perform these actions, select Content > Manage Families page in Workbench.
    Feed Validation Access the Validate Product Feed, BV Pixel / Review Request Tag Testing, and Interaction Feed Testing pages in the Settings > Configuration Settings menu in Workbench.
    Own Alerts Manage your own personal alerts in Workbench.
    Own Analyst Reports View and modify reports they have created in Workbench.
    Profile Management View profiles on the Content > Manage Content > Profiles page in Workbench.
    Profile Management Moderation Moderate profile content on the Content > Manage Content > Profiles page in Workbench.
    Question Migration Access the Content > Migrate Content page in Workbench to migrate Questions & Answers in or out of Bazaarvoice.
    Review Management Access the Content > Manage Content > Ratings & Reviews page in Workbench.
    Review Management Moderation Moderate and add notes to reviews on the Content > Manage Content > Ratings & Reviews page in Workbench.
    Review Management Response Respond to reviews on the Content > Manage Content > Ratings & Reviews page in Workbench.
    Review Migration Access the Content > Migrate Content page in Workbench to migrate Ratings & Reviews in or out of Bazaarvoice.
    Review Removal Remove reviews on the Content > Remove Reviews page in Workbench.
    Syndication Reports Legacy permission. No longer used.
    Universal Report Generation Configure and generate all reports in Workbench.
    View Decrypted PII View personally identifiable information (PII), such as a shopper's email address, in Workbench reports and email notifications.
    View Financial Information Legacy permission. No longer used.

    Social Commerce permissions

    Note: Managing permissions for some Social Commerce users will continue to occur in the Social Commerce dashboard. Complete these steps to determine where to manage a user's Social Commerce permissions:
    1. In the Social Commerce dashboard, select the gear icon in the top navigation bar and select Settings.
    2. Select Users.
    3. Notice the icon beside a user name.
      • If the icon is a gray gear, continue managing the user's permissions in Social Commerce.
      • If the icon is the Bazaarvoice logo, manage the user's permissions in the Bazaarvoice Portal by completing the instructions in this section.

    We map each Social Commerce brand to a Bazaarvoice instance. Social Commerce permissions are based on the instances to which the user has access.

    To manage Social Commerce permissions, you must be assigned:

    • Portal role Account Administrator
    • Social Commerce Admin access rights
    • Either the same or a higher level of access to the same instances as the user

    Assign Social Commerce permissions

    1. Select Social Commerce as a solution available to the selected user. A section called Social Commerce Permissions appears, including subsections for Social Commerce Brands and Access.
      Note: The Social Commerce Brands subsection lists all the brands the user has access privileges for.
    2. 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. Refer to Limited user roles.
      • 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 the Social Commerce Admin access privileges.
    3. (Limited user only) Select the relevant checkbox beside each Social Commerce feature to assign relevant roles and permissions.
    4. Select Save.

    Limited user roles

    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.

    Social Commerce permissions overview

    Access Admin Full Limited
    Access all features ✓ ✓ ✓ (If assigned a Limited user role)
    Browse the Dashboard ✓ ✓ ✓
    Configure Dashboard settings ✓ ✓
    Connect Facebook/Instagram social accounts ✓ ✓
    Connect Google/Adobe Analytics accounts ✓ ✓
    Moderate Galleries and Request Rights ✓ ✓
    Manage users ✓
    Create Galleries ✓
    Create and edit Tracking Parameters ✓
    Connect Product Catalog via the self-serve workflow ✓

    Granting access to PII

    Note: Bazaarvoice defines personally identifiable information (PII) as any information associated with an identifier that, either on its own or when combined with other readily accessible data, can be used to identify an individual.

    Access to PII is restricted by default for all Portal users.

    Note: The Account Administrator role can grant PII access for any user accounts they manage.

    Manage PII permissions

    As Account Adminstrator, 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, IDs, or email addresses.
    • 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

    1. 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.
    2. When the Terms of use dialog appears, select I agree to grant PII access.
    3. Select Save.

    Notifications

    Refer to the Notifications topic to learn how to manage notifications.

    Support

    You can now access Support Community directly through your Portal account.

    1. Sign in to the Bazaarvoice Portal .
    2. Select the help icon in-app help icon in the upper-right corner. The in-app help modal will appear.
    3. Under More resources, select Access the Support Community link to be directed to the Support Community homepage.