Role Management
Roles and Permissions help in organizing the developer community based on the scope of their work. These roles include:
- Admin Roles which help in account 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
An admin role is a set of pre-defined permissions for managing the user community.
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
- Open the Bots Admin Console.
- On the Admin menu, select User Management > Role Management.
- On the top right corner of the Role Management window, click New Role.
- Enter Role Name and Role Description.
- Under Select Role Type, select Admin Role and select the necessary permissions for the role.
- You can retain the default permission settings or modify them as per your requirements.
- 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
- Open the Bots Admin Console.
- On the Admin menu, select User Management > Users.
- Click a user’s record for which you want to add a bot role. The user’s profile slides open.
- Under the Profile tab, edit Admin Role.
- Select the appropriate Admin role from the dropdown with the available roles.
- You can assign multiple admin roles to the selected user.
Assigning Admin Role to a User Group
- Open the Bots Admin Console.
- On the Admin menu, select User Management > Role Management.
- Hover over a role record from the list and then click the Edit icon. The Manage Role window slides open.
- Click the Assignments > Assign Role.
- Open the Select Groups drop-down list and select all the groups for which you want to assign the bot role, one after another.
- Click Save.