GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Working with the Builder
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations

CONCEPTS
Design
Storyboard
Dialog Tasks
Overview
Dialog Builder
Node Types
Intent Node
Dialog Node
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Group Node
Agent Transfer
User Prompts
Voice Call Properties
Dialog Task Management
Connections & Transitions
Component Transition
Context Object
Event Handlers
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Add Knowledge Graph to Bot
Create the Graph
Build Knowledge Graph
Add FAQs
Run a Task
Build FAQs from an Existing Source
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Training
Knowledge Graph Analysis
Knowledge Graph Import and Export
Importing Knowledge Graph
Exporting Knowledge Graph
Creating a Knowledge Graph
From a CSV File
From a JSON file
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Views
Introduction
Panels
Widgets
Train
Introduction
ML Engine
Introduction
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterence Testing
Batch Testing
Conversation Testing
Deploy
Channels
Publish
Analyze
Introduction
Conversations Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
Conversation Flows
NLP Metrics
Containment Metrics
Usage Metrics
Smart Bots
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
Multilingual Virtual Assistants
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data Table
Table Views
App Definitions
Sharing Data Tables or Views

HOW TOs
Build a Flight Status Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Web SDK Tutorial
Widget SDK Tutorial
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters

APIs & SDKs
API Reference
API Introduction
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Using the BotKit SDK

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. User Management
  6. Role Management

Role Management

Roles and Permissions help in organizing the developer community based on the scope of their work.

  • By default the roles of Master Admin, Bot Owner, Bot Developer and Bot Tester are created by the system.
  • Each role has set of permissions allowed.
  • You can edit the permission settings for Bot Developer and Bot Tester but not for Master Admin and Bot Owner roles.
  • Users can be assigned to these roles, except Bot Owner which gets assigned when a User creates a Bot.

Apart from these the role of Primary Master Admin is created and assigned to the creator of the account.

These roles can be classified into:

Admin Roles

An admin role is a set of pre-defined permissions for managing the user community. In this section, we talk about Admin roles, the permissions associated with them, how to create and assign these admin roles to users.

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 various permissions granted to the Master Admin role are listed below:

Permission Master Admin
Invite Yes
Import Users / Sync Yes
Directory Sync Edit
Manage Users Edit
Manage User Settings Edit
Manage Groups Edit
Manage Custom Admin Roles Yes
Manage Built-In Admin Roles Yes
Manage Bot Roles Yes
Manage Deployment Yes
Enterprise Bots Yes
Consumer Bots Yes
Smart Bots Yes
Preferences Yes
Single Sign On Yes
Kore.ai Connector Yes
Enterprise Key Yes
API Scopes Yes
View and Run Audit Reports Yes
View and Run Bot Chat History Yes

 

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 the same to users. 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

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

  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.

Assigning 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. You can assign users also from this dialog from the Select Users type ahead input box.
  7. Click Save.

Note the default Master Admin role can be assigned to users (not groups) by the Primary Master Admin.

Bot Roles

This section illustrates various Bot Roles, their permissions, steps to create custom Bot role and assign users to the same.

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.

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. You can also add users from the Select User type ahead box.
  7. Click Save.
Assign Bot Role from the Bot Builder
  1. On the Bot Builder top menu, select Manage tab
  2. From the left menu, select Team
  3. On the top-right corner of the Team page, click Invite.
  4. Do one of the following:
    • To assign the role to a user, type the name of the user in the Users text box and select the user’s name from the suggestion list.
      -or-
    • To assign the role to a group, select the name of the group from the Select Groups drop-down list.
    • Select a role from the Role drop-down list.
  5. Click Save.
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