Agent - Roles and Permissions

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

• Admin (personal_assistant.admin)

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

• Chatbot Manager (personal_assistant.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 (personal_assistant.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.