User roles and permissions
Conversational Cloud allows restricting access to certain product features for different users. After creating an account, the account owner can invite users to the group and assign roles to them.
A user can have several roles at once. In different accounts, this set of roles can be different based on what permissions the user needs.
General roles
As of now, the scope of the following roles is primarily limited to JAICP features. These are described in more detail in the section below.
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BUSINESS_OWNER is designed for managers. Users with this role can view account information and manage subscription plans.
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SECURITY_ADMIN is designed for information security specialists. Users with this role can manage security settings. This includes viewing, creating, and modifying log obfuscation rules and secrets.
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SYSTEM_ADMIN is designed for system settings management. Users with this role can create and configure projects, as well as manage inbound and phone channels.
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USER_ADMIN is designed for administrators managing access permissions. They can configure users and their roles, as well as view user actions.
infoIf a user has the role of USER_ADMIN in an account, they will see the “ Managing” label displayed on this account’s card.
Permissions | BUSINESS OWNER | SECURITY ADMIN | SYSTEM ADMIN | USER ADMIN |
---|---|---|---|---|
View account users | + | + | + | |
Manage user roles and invitations | + |
JAICP roles
- CONTENT_MANAGER is designed for developers without JAICP DSL knowledge. Users with this role can create scripts in the J‑Graph visual editor and edit the knowledge base. They won’t have access to the source code editor and NLU settings. Those with this role will also have access to analytics data and logs.
- DEVELOPER is designed for developers as well. Users with this role can create projects both in the J‑Graph visual editor and source code editor using JAICP DSL.
- LINGUIST is designed for NLU specialists. Users with this role can manage intents, entities, and NLU settings, modify the script in the J‑Graph visual editor, and edit the knowledge base, as well as view analytics data and logs.
- OUTBOUND_MANAGER is designed for outgoing communications management, which includes text and call campaigns. Users with this role can create client lists, view telephony settings, and deploy projects.
- RAWLOGS_ANALYTIC enables downloading dialog logs in the
.csv
format.
Permissions | Roles | |||||
---|---|---|---|---|---|---|
Project creation and setup | BUSINESS OWNER | CONTENT MANAGER | DEVELOPER | LINGUIST | OUTBOUND MANAGER | SYSTEM ADMIN |
Create and modify projects and channels | + | |||||
View telephony settings | + | + | ||||
Modify telephony settings | + | |||||
Project development and deployment | BUSINESS OWNER | CONTENT MANAGER | DEVELOPER | LINGUIST | OUTBOUND MANAGER | SYSTEM ADMIN |
View the script in J‑Graph and the knowledge base | + | + | + | + | + | + |
Modify the script in J‑Graph and edit the knowledge base | + | + | + | + | + | |
View intents, entities, and NLU settings | + | + | + | |||
Modify intents, entities, and NLU settings | + | |||||
View the script code | + | + | ||||
Modify the script code | + | |||||
View bot quality evaluation history and reports | + | + | + | + | + | + |
Manage dialog sets and run bot quality evaluation | + | + | + | + | + | |
View server logs | + | + | + | + | + | |
Deploy projects | + | + | + | + | ||
Outbound communications | BUSINESS OWNER | CONTENT MANAGER | DEVELOPER | LINGUIST | OUTBOUND MANAGER | SYSTEM ADMIN |
Create client lists | + | |||||
View text and call campaigns | + | |||||
Manage text and call campaigns | + | |||||
Analytics and statistics | BUSINESS OWNER | CONTENT MANAGER | DEVELOPER | LINGUIST | OUTBOUND MANAGER | SYSTEM ADMIN |
Receive weekly email reports on bot statistics | + | + | + | + | + | + |
View statistics | + | + | + | + | + | |
View client analytics | + | + | + | + | + | |
Assign labels | + | + | ||||
Modify the label catalog | + | + | ||||
Other | BUSINESS OWNER | CONTENT MANAGER | DEVELOPER | LINGUIST | OUTBOUND MANAGER | SYSTEM ADMIN |
Block and unblock clients | + | |||||
View and modify subscription and affiliate program data | + | + |
Permissions | Roles | |||
---|---|---|---|---|
Security settings | RAWLOGS ANALYTIC | SECURITY ADMIN | SYSTEM ADMIN | USER ADMIN |
View secrets | + | |||
Create and modify secrets | + | |||
View log obfuscation rules | + | |||
Create and modify log obfuscation rules | + | |||
View user actions | + | |||
Other | RAWLOGS ANALYTIC | SECURITY ADMIN | SYSTEM ADMIN | USER ADMIN |
Download dialog logs | + | + |
Aimychat roles
The following roles are intended for the Aimychat platform. AIMYCHAT_AGENT and AIMYCHAT_ADMIN correspond to the Agent and Administrator Aimychat roles, respectively.
Permissions | AIMYCHAT AGENT | AIMYCHAT ADMIN |
---|---|---|
Join chats assigned to groups where the user is a member | + | + |
View chat statistics | + | |
Manage groups and users | + | |
Access Aimychat preferences | + |
Caila roles
The following roles are intended for the Caila platform.
Permissions | MLP USER | MLP DEVELOPER |
---|---|---|
View the service catalog | + | + |
Use services via the test widget, API, or SDK | + | + |
Train services | + | + |
Create own services | + |