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Role Management

Kore.ai Bots Platform provides full control over the roles and permissions that can be assigned to various users. Roles for bots administration are separated from the roles for bot development thus giving flexibility in building specific roles to meet your internal security and control processes. These roles include:

  • Admin Roles which help in account and bot management, and
  • Bot Roles which help in the bot development.

In this document, we talk about Admin roles, the permissions associated with them, how to create and assign these admin roles to users. Refer here for Bot roles.

Admin Roles

Admin Roles can be used to define the permissions for accessing various features available from the Bot Admin Console like user enrollment, user management, managing bot deployment requests, managing deployed bots, managing security controls, and viewing chat logs. Master Admin role is the default admin role that would be available for every account and will have full access to all the feature available in the Bot Admin Console. Users can be assigned to this role. You can also create additional custom admin roles, define specific permissions and assign these roles to the required users.

An admin role is a set of pre-defined permissions for managing the user community. The following permissions can be granted to an Admin role.

Permission Access Levels Description
Invite Yes, No Invite Users via email; Invite users already imported
Import Users / Sync Yes, No Bulk Import users via files
Directory Sync Yes, No Enroll users via Directory Sync
Manage Users Yes, No Manage user profile, user status, and role assignments
Manage Groups Yes, No Create a local group; manage user membership, view distribution lists (DLs)
Manage Custom Admin Roles Yes, No Set up and manage Custom Admin Roles. Assign/Revoke users
Manage Built-In Admin Roles Yes, No Assign users to / revoke users from built-in admin roles
Manage Bot Roles Yes, No Set up and manage bot roles. assign/revoke users
Manage Deployment Yes, No Approve & publish bot (tasks) deployment requests
Enterprise Bots Yes, No Assign approved Enterprise bot tasks to managed users
Consumer Bots Yes, No Manage consumer bots, tasks, and channels
Smart Bots Yes, No Manage smart bots, tasks, and channels
Preferences Yes, No Manage auto deployments and assignments
Single Sign On Yes, No Configure and manage Single Sign On
Kore.ai Connector Yes, No Initiate, enable & disable Kore.ai connector
Enterprise Key Yes, No View key used for encrypting enterprise data
API Scopes Yes, No Setup API scopes to manage all users, roles, and bots in your account
View and Run Audit Reports Yes, No Access Audit Reports; Ability to run reports; filter criteria, etc
View and Run Bot Chat History Yes, No View chat history from all bots of your account

Built-in Admin Role

By default, a Master Admin role is created and this role can be assigned to any user for admin access. The Master Admin role has all the above-mentioned permissions and they cannot be modified.

Note: The creator of the account is assigned the role of Primary Master Admin. This role cannot be removed and cannot be assigned to any other users. It is visible only from the profile tab of the Primary Master Admin.

Custom Admin Role

The Master Admin can create custom Admin roles and assign users to it.
Steps in Creating an Admin role

  1. Open the Bots Admin Console.
  2. On the Admin menu, select User Management > Role Management.
  3. On the top right corner of the Role Management window, click New Role.
  4. Enter Role Name and Role Description.
  5. Under Select Role Type, select Admin Role and select the necessary permissions for the role.
  6. You can retain the default permission settings or modify them as per your requirements.
  7. Click Save.

Once created, you can assign roles to individual users or to user groups. You can edit the roles from the Bot Admin Console.

Assigning Admin Role

Assign Admin Role to a User from Role Management
  1. Open the Bots Admin Console.
  2. On the Admin menu, select User Management > Role Management.
  3. Hover over a role record from the list and then click the Edit icon. The Manage Role window slides open.
  4. Click the Assignments > Assign Role.
  5. Enter the email id of users you want to assign this role to in the Select Users field, you can enter multiple ids as per your requirement.
  6. Click Save.
Assign Admin Role to a User Group
  1. Open the Bots Admin Console.
  2. On the Admin menu, select User Management > Role Management.
  3. Hover over a role record from the list and then click the Edit icon. The Manage Role window slides open.
  4. Click the Assignments > Assign Role.
  5. Open the Select Groups drop-down list and select all the groups for which you want to assign the bot role, one after another.
  6. Click Save.
Assign Admin Role to a User from Users List
  1. Open the Bots Admin Console.
  2. On the Admin menu, select User Management > Users.
  3. Click a user’s record for which you want to add a bot role. The user’s profile slides open.
  4. Under the Profile tab, edit Admin Role.
    1. Select the appropriate Admin role from the dropdown with the available roles.
    2. You can assign multiple admin roles to the selected user.

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