Access Management

You can manage roles and policies if you have the System Admin role. Please contact your system administrator to request access.


Roles

There are two types of roles: Managed roles and Custom roles.

Managed roles

Please note: The System admin is not able to modify managed roles, these roles are managed by Bluestone, and all users should be assigned to at least one managed role. 

Available Managed roles are:


SYSTEM ADMIN

This role allows working with overall PIM platform management, including access management and setup of a PPE dashboard configuration.

PLUGIN ADMIN

The role allows working with all available features in plugins assigned to the organisation.

PIM ADMIN

This role allows working with PIM definitions (attributes, catalog, categories, and relations), labels, tasks, and notifications.

PIM WRITE

This role allows working with product details (attribute values, catalog, categories, assets, relations, labels), tasks, and notifications.

PIM READ

This role allows reading product details (attributes, catalog, categories, assets, relations, and labels).

PIM PERSONALIZED

This role allows working with a PPE dashboard that customized access to products, assets, attributes, views, and dashboards and access to export products.

Please note: By default, the PIM PERSONALIZED role, give the user access to edit both Number and Description of the product. To prevent this you can set up a custom role. See below how to set up a custom role.

SUPPLIER    

This role allows working with PPE dashboard that customized access to products, assets, attributes, views, and dashboards.

DAM WRITE

This role allows working with handling assets to Digital Asset Media.

DAM READ

This role allows reading asset information for Digital Asset Media.

RULES ENGINE WRITE

This role allows working with the full-page plugin and rules engine tab.

RULES ENGINE READ

This role allows reading full-page plugins and rules engine tabs.

FTP

This role allows the user to upload assets using an FTP-client, which is useful when you want to upload massive amount of files to your Digital Asset Media.

Please note: Only one user can be assigned to the FTP role, per organisation.

 

Tip! An example of a managed role is when assigning PIM READ role to the user. A user with this role can only read product details. The user will not be able to update the product details.


Custom roles

Custom roles can be created by System Admin and adjusted to specific user requirements.

Add Roles

Please note: Roles define what your users can do with products, assets, tasks, and labels. Roles are mandatory, and all users must be assigned to at least one role.

  • In your Bluestone PIM account, click the ⚙︎ Settings icon in the left main navigation bar.
  • Navigate to Access Management.
  • Click the plus icon in the left panel to add a role. 
  • Enter the role in the text field. Then click Confirm.
HubSpot Video

Delete role

Click on the More options (3 dots icon), and select Delete.

Please note: You can only delete roles you have created manually.


How to set a role as default

It's possible to set a role as default. This will affect all new users.

Click on the More options (), and select the Set role as default.


A new user will automatically be assigned to the role which is set as default role.


Add Policies

Please note: Policies define what your users can see of products, attribute definitions, catalogs, and relations. Assigning policies to a user is optional, and only users of type Restricted will be affected by policies. 

  • In your Bluestone PIM account, click the ⚙︎ Settings icon in the left main navigation bar.
  • Navigate to Access Management.
  • Click the Policies tab in the left panel.
  • Click the plus icon in the left panel to add a policy.
  • Enter the policy in the text field. Then click Confirm.
HubSpot Video

 


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