Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Deprecations
Bot Builder
Creating a Bot
Design
Develop
Storyboard
Dialog Task
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Managing Dialogs
User Prompts
Alert Tasks
Alert Tasks
Ignore Words and Field Memory
Digital Forms
Digital Views
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Small Talk
Action & Information Task
Action Tasks
Information Tasks
Establishing Flows
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
Advanced NLP Configurations
Bot Intelligence
Overview
Context Management
Session and Context Variables
Context Object
Dialog Management
Sub-Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Data Table
Universal Bots
Defining
Creating
Training
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
koreUtil Libraries
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Manage Sessions
Bot Management
Bot Versioning
Using Bot Variables
API Guide
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
Dashboard
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Enrollment
Inviting Users
Bulk Invites
Importing Users
Synchronizing Users from AD
Security & Compliance
Using Single Sign-On
Security Settings
Cloud Connector
Analytics
Billing
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure Digital Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  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 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.
Menu