Users

User Roles in SearchBlox: Super Admin, Admin, Manager, and Business User

SearchBlox offers a role-based access control system to manage user permissions and responsibilities within the Admin Dashboard. It includes five distinct user roles, each providing specific levels of access and capabilities:

  • Super Admin
  • Admin
  • Manager
  • Business User
  • Content Manager

User Access Overview

User RoleCollection ManagementSearchAnalyticsUser Management
Super AdminFull AccessFull AccessFull AccessFull Access
AdminFull AccessFull AccessFull AccessFull Access
ManagerLimited AccessLimited AccessFull AccessNo Access
Business UserNo AccessFull AccessFull AccessNo Access
Content ManagerLimited AccessFull AccessFull AccessNo Access

User Access


Super Admin

The Super Admin is the highest-level role in the SearchBlox Admin Dashboard, providing complete system control. This role is automatically assigned to the first user who logs in after installation.

Key Features of the Super Admin Role:

Initial Login: The Super Admin is the user who logs in first after installing SearchBlox.

Full Access: The Super Admin has unrestricted access to all features, settings, and configurations in the SearchBlox Admin Dashboard.

Unique Role: Only one Super Admin can exist in a SearchBlox instance.

User Management: The Super Admin can create, update, and delete other users—such as Admins, Managers, and Business Users—and assign their roles and permissions.

Access to All Collections: The Super Admin can search and view all collections in the system, without any permission limitations.

Responsibilities of the Super Admin:

  • **System Configuration: Configure and manage system-wide settings, integrations, and platform configurations.
  • User Management: Create and manage user accounts, ensuring that appropriate roles and permissions are assigned.
  • Security and Performance: Monitor system security, performance, and overall stability.
  • Troubleshooting: Address technical issues and provide support to other users.
  • Content Oversight: Maintain the accuracy and relevance of search results across all collections.

Admin

The Admin role in SearchBlox provides extensive permissions, allowing users to perform most actions similar to the Super Admin, while certain capabilities remain exclusive to the Super Admin to maintain clear distinctions.

Key Features of the Admin Role:

Permissions: Admins can perform nearly all actions available to the Super Admin, except for specific system-wide configurations, such as creating another Super Admin.

Multiple Admins: A SearchBlox instance can have multiple Admin users, unlike the single Super Admin limitation.

Search Across Collections: Admins can search and access all collections, including those created by other users such as Managers and Business Users.

Unique SB-PKEY: Every Admin receives a unique SB-PKEY (SearchBlox Private Key), used for accessing REST API requests and ensuring secure communication with the SearchBlox server.

Responsibilities of the Admin Role

  • **Collection Management: Create, update, and delete collections as needed.
  • User Management: Create and manage users with lower-level roles, such as Managers and Business Users.
  • Search Configuration: Configure search-related settings, including relevancy tuning, facet filters, and auto-suggest.
  • Monitoring and Reporting: Monitor search performance and generate insightful reports.
  • API Integration: Use the SB-PKEY to integrate SearchBlox with external systems through REST API.

Below Image references to the Admin user's Private Key a.k.a. SB-PKEY:

Manager

The Manager role in SearchBlox is designed for users who need access to specific collections and limited administrative capabilities. It offers more restricted permissions than Admin and Super Admin roles, making it ideal for team leads or department heads who manage particular data areas rather than the entire system.

Key Features of the Manager Role:

Collection Access: Managers can access only the collections assigned to their user groups, and if they belong to multiple groups, they can view collections for each group.

Dashboard Access: Managers can access specific menu items in the Administration Dashboard based on their permissions and can be restricted to “search only” if required.

User Management Restrictions: Managers cannot access the User tab and cannot create or manage user accounts.

Sensitive Content Access (Version 10.0+): From version 10.0 onward, content and meta fields can be encrypted. Managers can view this encrypted content only if the “sensitive option” is enabled for them in User Management.

Group-Specific Collections: Managers can work only with collections specific to the user groups they are assigned to.

Responsibilities of the Manager Role:

  • **Collection Management: Manage and maintain the collections assigned to their user groups.
  • Content Oversight: Review and ensure the accuracy and relevance of search results for their collections.
  • Sensitive Data Handling: Access and manage encrypted content when the “sensitive option” is enabled for their account.
  • Reporting: Monitor search performance and share insights or feedback with Admins or the Super Admin.


Business User

The Business User role in SearchBlox is designed for users who need access to search and analytics features without any administrative or collection management permissions. It is ideal for end users, analysts, and stakeholders who monitor search performance and retrieve relevant information.

Key Features of the Business User Role:

Access to Search and Analytics: Business Users can use the Search tab to perform searches and the Analytics tab to review search performance metrics.

No Collection Access: Business Users cannot view, create, modify, or delete collections.

Multiple Users Allowed: A SearchBlox instance can have any number of Business Users.

No User Management Permissions: Business Users do not have access to the User Management tab and cannot create or manage other users.

Search Across All Collections: Business Users can perform searches across all available collections, regardless of the collection owner.

Responsibilities of the Business User Role:

Search and Retrieval: Perform searches to access relevant information across all collections.

Analytics Monitoring: Use the Analytics tab to review search performance, user activity, and trends.

Reporting: Share insights or reports based on search analytics with Admins or Managers.


Content Manager

The Content Manager role in SearchBlox is for users who need access to search functionality, featured results, analytics, and limited collection management, without full administrative privileges. It is suitable for end-users, analysts, or stakeholders who monitor search performance and retrieve information.

Key Features of the Content Manager Role:

Access to Search and Analytics: Content Managers can use the Search tab to run searches and the Analytics tab to review search performance metrics.

Access to Featured Results: Content Managers can create, delete, download, and upload entries in Featured Results.

Limited Collection Access: Content Managers can view collections but cannot create, modify, or delete them.

Multiple Content Managers: A SearchBlox instance can have multiple Content Managers.

No User Management Access: Content Managers cannot access the User Management tab and cannot create or manage other users.

Search Across All Collections: Content Managers can search across all collections, regardless of ownership.

Responsibilities of the Content Manager Role:

Search and Retrieval: Perform searches to access relevant information across all collections.

Featured Results Management: Create, delete, download, and upload featured results.

Analytics Monitoring: Track search performance, user behavior, and trends via the Analytics tab.

Reporting: Share feedback or reports based on analytics with Admins or Managers.

Changing Passwords

Users who log in to the SearchBlox Admin Console can update their own password from the Users page after a successful login. The password is securely stored in encrypted form.

User Roles and Groups

  • Users and user groups can be created by the Super Admin or Admin when setting up Manager accounts.
  • Group names must contain at least three characters and can include only alphabetic letters.
  • Only Super Admin and Admin users receive a unique, secure SB-PKEY, which is required for accessing REST API requests.
  • A user group must be created during Manager creation, and the same group(s) can later be assigned to additional Managers.
  • Once a Manager is created, the assigned group cannot be changed.

User Management Permissions

UsersSuper AdminAdminManagerManager- Search OnlyBusiness User
Creating UsersYesYesNoNoNo
Changing Self PasswordYesYesYesNoYes
Change other User's PasswordsYesYesNoNoNo
Remove another UserYesYesNoNoNo

Sensitive User Roles

UsersAccess
SearchBlox Realm - Manager Role
Search Only Access
- No access to the SearchBlox Admin Console.
- Can access only the search results for their assigned Manager groups, including Public and Private collections within those groups, along with all Public collections created by other users.
-Encrypted collection content is accessible only to users with the Sensitive role.
LDAP/OKTA - External Users-No access to the SearchBlox Admin Console.

- Can access the Secure Search results page.
-LDAP or OKTA with AD users have restricted access to Private collections based on their user or role configuration, along with access to all Public collections.
-OKTA users have restricted secure search access to both Public and Private collections based on OKTA-side configuration.