Back to Admin Console Roles define what users can do on the platform. Use Role Management to create, configure, and assign admin and bot roles.
Default roles: Role Type Notes Master Admin Admin Full admin permissions; can’t be edited Bot Owner Bot Assigned automatically at bot creation; can’t be edited Bot Developer Bot Editable permissions Bot Tester Bot Editable permissions Primary Master Admin Admin Assigned to the account creator; full control
Roles fall into two categories:
Admin Roles Admin roles control access to account management features.
Built-In: Master Admin Permissions Permission Access 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
Custom Admin Role Permissions Permission Access Levels Description Invite Yes / No Invite users via email or from imported list 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, status, and role assignments Manage Groups Yes / No Create groups, manage membership, view distribution lists Manage Custom Admin Roles Yes / No Set up and manage custom admin roles; assign/revoke users Manage Built-In Admin Roles Yes / No Assign/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 and publish bot 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-deployment and assignments Single Sign On Yes / No Configure and manage SSO Kore.ai Connector Yes / No Initiate, enable, and disable the Kore.ai connector Enterprise Key Yes / No View encryption key for enterprise data API Scopes Yes / No Set up API scopes to manage users, roles, and bots View and Run Audit Reports Yes / No Access and run audit reports with filter criteria View and Run Bot Chat History Yes / No View chat history from all account bots
Create an Admin Role
Open the Bots Admin Console.
Go to User Management > Role Management .
Select New Role .
Enter a Role Name and Role Description .
Under Select Role Type , select Admin Role .
Configure the desired permissions.
Select Save .
Assign an Admin Role to a User
Go to User Management > Users .
Select a user to open their profile.
On the Profile tab, select Edit next to Admin Role .
Select one or more roles from the dropdown.
Assign an Admin Role to a User Group
Go to User Management > Role Management .
Hover over a role and select the Edit icon.
Select Assignments > Assign Role .
Select groups from the Select Groups dropdown.
Optionally add individual users from the Select Users input.
Select Save .
The default Master Admin role can only be assigned to individual users (not groups) by the Primary Master Admin.
Bot Roles Bot roles control access to bot development features.
Built-In Bot Role Permissions 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 Role Permissions Permission Access Levels Description Tasks Full / View / No Add, modify, upgrade, and delete tasks Natural Language Full / View / No Manage utterances, synonyms, patterns, and NL settings Knowledge Graph Full / View / No Add and modify Knowledge Collections Batch Testing Full / View / No Manage test suites (View = read results only, can’t run) Bot Developers Full / View / No Invite users and assign roles to the bot Bot Settings Full / View / No Manage general settings, languages, auth profiles, PII, IVR, variables, export, and delete Bot Import Yes / No Upgrade a bot by importing a new definition file Extensions Yes / No Associate apps for BotKit, WebSDK, Agent Transfer, and Events API Scopes Yes / No Manage API scopes Publish Bot Yes / No Publish the bot Channels Yes / No Enable and manage channel configurations Dashboard Yes / No View dashboard data Bot Analytics Yes / No View bot analytics
Create a Custom Bot Role
Go to User Management > Role Management .
Select New Role .
Enter a Role Name and Role Description .
Under Select Role Type , select Bot Role .
Configure the desired permissions.
Select Save .
Assign a Bot Role to a User (Admin Console)
Go to User Management > Users .
Select a user to open their profile.
Select Manage Bots .
Select a bot from the first dropdown and a role from the second dropdown.
Select Add .
Assign a Bot Role to a User Group
Go to User Management > Role Management .
Hover over a role and select the Edit icon.
Select Assignments > Assign Role .
Select groups from the Select Groups dropdown, or add individual users from the Select User input.
Select Save .
Assign a Bot Role from Bot Builder
In Bot Builder, go to the Manage tab > Team .
Select Invite .
Enter a user name or select a group.
Select a role from the Role dropdown.
Select Save .
