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

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:

Note: The creator of the account is assigned the role of Primary Master Admin. This role can be assigned or transferred to any other admin. To do this, first you must assign the master admin role to a user. 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.

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.

Transferring the Primary Admin Owner Role

The Primary Admin Owner (PAO) role can now be transferred to another admin along with the the set of permissions by the account creator/owner.

To transfer the Primary Admin Owner role, follow these steps:

1. On the Admin Console, navigate to USER MANAGEMENT > Users.
2. Click the entry of the current Primary Admin Owner on the screen, and select the Profile tab on the details window.

   

3. Click the ellipses (three dots) icon and select the Transfer Ownership option.

   

4. On the Transfer Account Ownership dialog window, search for the master admin to whom you wish to transfer the ownership using their Email or Name.

   

5. Click Proceed.

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:

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.

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.