{"id":17806,"date":"2016-07-25T20:34:13","date_gmt":"2016-07-25T20:34:13","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&#038;p=4291"},"modified":"2022-11-28T07:30:34","modified_gmt":"2022-11-28T07:30:34","slug":"adminconsole","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/adminconsole\/","title":{"rendered":"Intro to Bots Admin Console"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><span style=\"font-weight: 400\">The Kore.ai Admin Console is where virtual assistant project administrators can manage Kore.ai assistants and related tasks, users, security, billing, and more, at an organization level. This article provides an overview of the Admin Console, taking you through prerequisites, access options and a\u00a0 recommended workflow.<\/span><\/p>\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\n<h1><span class=\"ez-toc-section\" id=\"Admin_Prerequisites\"><span style=\"font-weight: 400\">Admin Prerequisites<\/span><\/span><\/h1>\n<p><span style=\"font-weight: 400\">To sign up for an Admin account, you must meet the following requirements:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A valid email address.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">A validated Kore.ai user account. If you do not have a user account, Kore.ai will create a user account for you, and you must validate that account before proceeding.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Authorization to control the Admin account. Only one user in an account can be the primary Admin. The Primary Admin can add multiple other users as admins with custom defined permissions.<\/span><\/li>\n<\/ul>\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\n<h1><span class=\"ez-toc-section\" id=\"Accessing_the_Admin_Console\"><span style=\"font-weight: 400\">Accessing the Admin Console<\/span><\/span><\/h1>\n<p><span style=\"font-weight: 400\">You can access the Admin Console from the <\/span><a href=\"https:\/\/bots.kore.ai\/botbuilder\"><span style=\"font-weight: 400\">XO Platform<\/span><\/a><span style=\"font-weight: 400\"> using the <\/span><strong>Got To Admin Console<\/strong><span style=\"font-weight: 400\"> option, under your user account menu.<\/span><\/p>\n<p><span style=\"font-weight: 400\"><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005101245\/access-admin-xo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48190\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005101245\/access-admin-xo-1024x435.png\" alt=\"\" width=\"640\" height=\"272\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005101245\/access-admin-xo-1024x435.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005101245\/access-admin-xo-300x127.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005101245\/access-admin-xo.png 1904w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><\/p>\n<p><span style=\"font-weight: 400\">You can also access the Admin Console by going directly to: <\/span><a href=\"https:\/\/bots.kore.ai\/Admin\"><span style=\"font-weight: 400\">https:\/\/bots.kore.ai\/Admin<\/span><\/a><span style=\"font-weight: 400\">\u00a0<\/span><\/p>\n<table style=\"height: 18px;width: 100%;border-collapse: collapse;background-color: #fffbea\">\n<tbody>\n<tr style=\"height: 18px\">\n<td style=\"width: 100%;height: 18px\"><strong><em>Note<\/em><\/strong><em><span style=\"font-weight: 400\">: These options are available only for the XO Platform account Administrator.<\/span><\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400\">In case you have access to multiple accounts, the same will be listed for selection.\u00a0 You can set one as the default account.<\/span><\/p>\n<p>The Kore.ai XO Platform offers an additional layer of security beyond username and password during account sign-in with <b>Two-Factor Authentication (2FA)<\/b>. 2FA when enabled, prompts for a security code verification after you&#8217;ve entered your username and password. <a href=\"https:\/\/developer.kore.ai\/v10-1\/chatbot-overview-ja\/two-factor-authentication-for-platform-access\/#Enable_Two-Factor_Authentication\">Learn more<\/a>.<\/p>\n<p><span style=\"font-weight: 400\">Kore.ai triggers a session timeout after 15 mins of idle time to prevent unauthorized access. In such scenarios, you will be taken to your account admin console and asked to sign-in again.<\/span><\/p>\n<p><span style=\"font-weight: 400\">As an Admin, you can enroll users, manage admin and custom roles, define security settings, and manage Virtual Assistants in your company. The following illustration is an example of the Admin Console with the <\/span><strong>Dashboard<\/strong><span style=\"font-weight: 400\"> page displayed. <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/dashboard-bac\/\"><span style=\"font-weight: 400\">Refer here for more on the Admin Dashboard<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><span style=\"font-weight: 400\"><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100727\/BAC-dashboard.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48184\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100727\/BAC-dashboard-1024x576.png\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100727\/BAC-dashboard-1024x576.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100727\/BAC-dashboard-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100727\/BAC-dashboard.png 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><\/p>\n<p><span style=\"font-weight: 400\"><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/span><\/p>\n<h1><span class=\"ez-toc-section\" id=\"Getting_Started_as_an_XO_Platform_Admin\"><span style=\"font-weight: 400\">Getting Started as an XO Platform Admin<\/span><\/span><\/h1>\n<p><span style=\"font-weight: 400\">When you first start using the Kore.ai XO Platform, using the Admin Console, you should start inviting and adding users to join the Kore.ai account for your company.<\/span><\/p>\n<p><span style=\"font-weight: 400\">You can also control\u00a0 access to individual assistants in your enterprise account. For managing access to assistants, <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/bots-management\/bot-management\/\"><span style=\"font-weight: 400\">see here<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><span style=\"font-weight: 400\">If your enterprise has varied departments, with each having individual and separate assistant requirements, it is advisable to segregate the development into Groups. You can create groups of users and assign assistants to the groups as needed. For managing groups, <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/user-management\/managing-your-groups\/\"><span style=\"font-weight: 400\">see here<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Let us look at inviting and adding users to join your enterprise account. For this scenario, we will assume an example user, that Bob at <\/span><span style=\"font-weight: 400\">bob@koremessenger.com<\/span><span style=\"font-weight: 400\"> has never signed up for the Kore.ai XO Platform and is a company employee that you want to manage. To invite and allow Bob to use the XO Platform, you\u2019ll need to follow this process:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Invite Bob to join Kore.ai by sending him an invite.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Bob enrolls in Kore.ai using the link you sent in the invite. Using this link, Bob signs up and provides a password and other user info for his account.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Once the sign-up process is complete, you can assign him to one or more assistants.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">You can also assign various roles to the user.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">The following sections describe how to achieve the above-mentioned steps from the Admin Console.<\/span><\/p>\n<p><span style=\"font-weight: 400\"><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Inviting_a_New_User\"><span style=\"font-weight: 400\">Step 1 \u2013 Inviting a New User<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400\">Let\u2019s invite Bob to join Kore.ai.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">On the left navigation menu, click to expand the <\/span><strong>Enrollment<\/strong><span style=\"font-weight: 400\"> module, and then click <\/span><strong>Invite<\/strong><span style=\"font-weight: 400\">. The <\/span><strong>Invite users to join Kore.ai<\/strong><span style=\"font-weight: 400\"> page is displayed.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter the email address of the user, in this case <\/span><span style=\"font-weight: 400\">bob@koremessenger.com<\/span><span style=\"font-weight: 400\">. You can send invitations to five users at\u00a0 a given time.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click <\/span><strong>Send Invitations<\/strong><span style=\"font-weight: 400\">.<br \/><\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\"><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100732\/BAC-invite-user.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48187\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100732\/BAC-invite-user-1024x576.png\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100732\/BAC-invite-user-1024x576.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100732\/BAC-invite-user-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100732\/BAC-invite-user.png 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><\/p>\n<p><span style=\"font-weight: 400\">An email is sent to <\/span><span style=\"font-weight: 400\">bob@koremessenger.com<\/span><span style=\"font-weight: 400\"> with a link to sign up for Kore.ai. Bob clicks the link, signs up for Kore.ai, and becomes a user in your Kore.ai XO Platform account and is ready to be assigned assistants.<\/span><\/p>\n<p><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/user-management\/users-module-overview\/\"><span style=\"font-weight: 400\">More on User Management<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400\"><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Assigning_an_Assistant\"><span style=\"font-weight: 400\">Step 2 \u2013 Assigning an Assistant<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400\">As an Admin, you can assign users to assistants. Before you can assign an assistant to a user, it should have been published to the enterprise.<\/span><\/p>\n<p><span style=\"font-weight: 400\">For this example scenario, we assume that assistants have been published to your account.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Since this assistant was deployed for Enterprise use, it is displayed on the <\/span><strong>Enterprise Bots<\/strong><span style=\"font-weight: 400\"> page, as shown in the following image.<br \/><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100720\/BAC-bot-assign.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48181\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100720\/BAC-bot-assign-1024x576.png\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100720\/BAC-bot-assign-1024x576.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100720\/BAC-bot-assign-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100720\/BAC-bot-assign.png 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><span style=\"font-weight: 400\"><br \/><\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the <\/span><strong>Bot &amp; task assignments<\/strong><span style=\"font-weight: 400\"> dialog, select <\/span><strong>Assign Bot\u2019s tasks<\/strong><span style=\"font-weight: 400\"> and then choose <\/span><strong>Assign individual users<\/strong><span style=\"font-weight: 400\">, select Bob from the list of users (you will see Bob\u2019s name only after he has accepted the invitation and joined Kore.ai) and then click <\/span><strong>Done<\/strong><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">To save and apply the changes, in the <\/span><strong>Bot &amp; task assignments<\/strong><span style=\"font-weight: 400\"> dialog, click <\/span><strong>Apply<\/strong><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">In the <\/span><em><span style=\"font-weight: 400\">Bot Assignment successful<\/span><\/em><span style=\"font-weight: 400\"> dialog, click <\/span><strong>OK<\/strong><span style=\"font-weight: 400\">.<\/span><\/li>\n<\/ol>\n<p><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/bots-management\/bot-management\/\"><span style=\"font-weight: 400\">More on Bots Management<\/span><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Assigning_a_Role\"><span style=\"font-weight: 400\">Step 3 \u2013 Assigning a Role<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400\">You can assign Roles to the user. By default the roles of <\/span><em><span style=\"font-weight: 400\">Master Admin, Bot Owner, Bot Developer <\/span><\/em><span style=\"font-weight: 400\">and <\/span><em><span style=\"font-weight: 400\">Bot Tester<\/span><\/em><span style=\"font-weight: 400\"> are created by the Platform. You can create your own custom roles, too (<\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/user-management\/role-management\/\"><span style=\"font-weight: 400\">refer here for more<\/span><\/a><span style=\"font-weight: 400\">).<\/span><\/p>\n<p><span style=\"font-weight: 400\"><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100712\/BAC-roles.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-48178\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100712\/BAC-roles-1024x539.png\" alt=\"\" width=\"640\" height=\"337\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100712\/BAC-roles-1024x539.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100712\/BAC-roles-300x158.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221005100712\/BAC-roles.png 1460w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><\/p>\n<p><span style=\"font-weight: 400\">To assign a role to a user follow these steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">From <\/span><strong>User Management<\/strong><span style=\"font-weight: 400\">, select <\/span><strong>Role Management.<\/strong><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Hover over the role that you want to assign to the user and click the <\/span><strong>edit icon.<\/strong><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">From the <\/span><strong>Manage Role<\/strong><span style=\"font-weight: 400\"> dialog, under the <\/span><strong>Assignments <\/strong><span style=\"font-weight: 400\">tab click <\/span><strong>Assign Role<\/strong><span style=\"font-weight: 400\"> button.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Type and select the <\/span><strong>User Name <\/strong><span style=\"font-weight: 400\">you want to add (Bob in this case).<\/span><span style=\"font-weight: 400\"><br \/><\/span><strong><em>Note<\/em><\/strong><em><span style=\"font-weight: 400\">: The role of Bot Owner is assigned at the time of Bot creation and can be changed either from the Bots Management module or from the XO Platform by the Bot Owner not from Role Management.<\/span><\/em><\/li>\n<\/ol>\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"The Kore.ai Admin Console is where virtual assistant project administrators can manage Kore.ai assistants and related tasks, users, security, billing, and more, at an organization level. This article provides an overview of the Admin Console, taking you through prerequisites, access options and a\u00a0 recommended workflow. Admin Prerequisites To sign up for an Admin account, you...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-17806","post","type-post","status-publish","format-standard","hentry","category-bot-admin"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=17806"}],"version-history":[{"count":28,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17806\/revisions"}],"predecessor-version":[{"id":49190,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17806\/revisions\/49190"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=17806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=17806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=17806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}