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Agent - Roles and Permissions

Agent - Roles and Permissions

Agent users can be issued with the following Roles to grant them elevated access to Agent’s configuration:

  • Admin (agent.admin)

    • The admin role encompasses all functionalities available to the other roles described below as well as some admin role specific functionalities.

  • Chatbot Manager (agent.chatbot_manager)

    • The chatbot manager role permits the execution of the following actions:

      • Access the list of chatbots

      • Create or edit chatbots

      • Delete chatbots

      • Publish chatbots or configure access settings

  • Branding Manager (agent.branding_manager)

    • The branding manager role permits the execution of the following actions:

      • Save images, themes, and configurations for custom branding

      • Delete assets from custom branding

      • Restore branding to default settings

  • Source Manager (agent.source_manager)

    • The source manager role permits the execution of the following actions:

      • Access the list of organizational sources

      • Create or edit organizational sources

      • Delete organizational sources

      • Disable/Enable organizational sources

Any Agent functionality not listed above is available to all users with access to the Agent.

How these roles are granted differs based on the Agent type you are using: