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User Management Guide

This guide will walk you through the different user roles available in the system and the permissions associated with each role. Understanding these roles is crucial for managing your team and controlling access to your bots.

User Levels

Section titled “User Levels”

There are two primary user levels in the system: Admin and Client. Each level has a distinct set of permissions and capabilities.

Admin User

Section titled “Admin User”

Admins have the highest level of access and control over the system. They are responsible for managing bots, users, and system settings.

Admin Permissions:

  • Bot Management:

    • Create Bot: Admins can create new bots from scratch.
    • Configure Bot: Admins have full access to configure all aspects of a bot, including its settings, integrations, and behavior.
    • Publish Bot: Admins can publish bots, making them live and accessible to users.
    • Generate API Key: Admins can generate API keys for bots to be used with other services.
    • Cannot Delete Bot: To prevent accidental data loss, Admins are not permitted to delete bots.

  • User Management:

    • Manage Admins and Clients: Admins can manage other Admins (with the same access level) and Clients. This includes viewing, and editing user information.
    • CRUD Operations for Users: Admins have full Create, Read, Update, and Delete (CRUD) capabilities for all users.
    • Onboarding via Email: Admins can onboard new Admins and Clients by sending out email invitations.
    • Invitation Management: Admins can manage all aspects of user invitations, including creating, viewing, and revoking them.

Client User

Section titled “Client User”

Clients have a more limited set of permissions, focused on interacting with and customizing specific bots they have been granted access to.

Client Permissions:

  • Edit Bot: Clients can edit the bots they have access to.
  • Configure Bot UI: Clients can customize the user interface (UI) of the bot.
  • Interact with History: Clients can view and interact with the bot’s conversation history.

Onboarding

Section titled “Onboarding”

Onboarding new users is a straightforward process handled by Admins.

Adding a New User

Section titled “Adding a New User”

Admins can add new users (both Admins and Clients) to the system by sending an email invitation.

  1. Navigate to the User Management section.
  2. Click on “Invite User”.
  3. Enter the user’s email address and select their role (Admin or Client).
  4. An invitation email will be sent to the user with instructions on how to create their account.

Assigning a User to a Bot

Section titled “Assigning a User to a Bot”

Once a user has been added to the system, an Admin can grant them access to one or more bots.

  1. Go to the Bot’s settings page.
  2. Navigate to the “Users” or “Access” tab.
  3. Add the user to the bot and confirm their permissions.

Further reading

Section titled “Further reading”