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Bot Roles

This document illustrates various Bot Roles, their permissions, steps to create custom Bot role and assign users to the same. For details on Admin roles refer here.

Bot Roles can be used to define permissions for accessing various components of a bot. These permissions include the ability to create tasks, train the bot, enable channels, enable extensions via SDKs, publish the bot and view usage analytics. Bot Owner, Bot Developer, and Bot Tester are the three in-built bot roles that are available for all accounts. Creators of bots are automatically assigned to the Bot Owner role. You may create additional custom bot roles to meet your specific requirements. You can assign bot roles to bot developers either from Bot Builder or from the Bot Admin Console.

Following is the list of permissions that can be assigned to a Bot role:

Permission Access Levels Description
Tasks Full, View, No Ability to add, modify, upgrade and delete dialog, action, alert and info tasks.
Natural Language Full, View, No Ability to add, modify, and delete utterances, synonyms, patterns and standard responses. Ability to manage Default Dialog, Ignore Words, Field Memory, and Advanced Settings.

Note: The Natural Language settings that can be modified from inside Dialog Tasks and Bot Analytics pages also adhere to these permissions.
Knowledge Graph Full, View, No Ability to add and modify Knowledge Collection
Batch Testing Full, View, No Ability to add and manage test suites. In ‘view’ mode, users can only review the results and not be able to run test suites
Bot Developers Full, View, No Ability to invite users to the bot and assign them roles
Bot Settings Full, View, No Ability to manage General Settings, Language Management, Authorization Profiles, PII Settings, IVR Settings, Bot Variables, Bot Export, Advanced Settings, ChangeLogs, Delete Bot
Bot Import Yes, No Ability to upgrade a bot by importing a new bot definition file
Extensions Yes, No Ability to associate apps for BotKit, WebSDK, Agent Transfer, and Events.

Note: App creation and management are allowed for all bot developers. However, the association of app against an extension is controlled via this permission.
API Scopes Yes, No Ability to manage API Scopes
Publish Bot Yes, No Ability to publish bot
Channels Yes, No Ability to enable and manage channel configurations
Dashboard Yes, No View dashboard data
Bot Analytics Yes, No View bot analytics.

Built-in Bot Roles 

The following Bot roles are created by default. These roles are applicable for standard bots, sample, and smart bots. For universal bots, the tasks access control will be applied to the Linked Bots.

Note: For backward compatibility with the Shared Developer permissions of previous versions, the 6.3 version provides a built-in role called Bot Developer. All shared developers of existing bots are automatically assigned this role. The Bot Developer role has permissions to edit all bot components but cannot share them. Also, there is one more built-in role called Bot Tester that provides view permissions to the bot components so that it can be used to test the functioning of the bot. You can edit or delete these built-in role based on your account requirements.
Permission Bot Owner Bot Developer Bot Tester
Tasks Edit Edit View
Natural Language Edit Edit View
Knowledge Graph Edit Edit View
Batch Testing Edit Edit View
Bot Developers Edit View View
Bot Settings Edit Edit No Access
Bot Import Yes Yes No
Extensions Yes Yes No
API Scopes Yes Yes No
Publish Bot Yes Yes No
Channels Yes Yes No
Dashboard Yes Yes Yes
Bot Analytics Yes Yes Yes

 

Custom Bot Roles

Admin can create custom Bot roles and set the bot permissions to these roles.

Creating custom Bot 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 Bot 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.

After creating a custom role, you can access more information about that role, change its name and description, add permissions to it, or assign this role to specific users.

Assigning Bot Role

You can assign roles to individual users or to user groups. You can add and edit the roles from the Bot Admin Console. Also, you can assign a bot role to a user while sharing the bot with them from the Bots Platform.

Assign Bot Role to a User from the Bots Admin Console
  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. Click Manage Bots and do the following:
    1. From the first drop-down list select a bot.
    2. From the second drop-down list, select the bot role you want to assign the user for the selected bot.
  5. Click Add. The bot name and bot role appear below the drop-down list as a row. You can edit the bot assignment anytime later by hovering over the record and clicking the Edit icon.
Assign Bot 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 Bot Role from the Bot Builder
  1. On the Bot Builder menu, select Settings > Invite Developer.
  2. On the top-right corner of the Invite Developer page, click Invite.
  3. Do one of the following:
    • To assign the role to a user, type the name of the user in the Select Users box and select the user’s name.
      -or-
    • To assign the role to a group, select the name of the group from the Select Groups drop-down list and then select a role from the Role drop-down list.
  4. Click Save.
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