> ## Documentation Index
> Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Role Management
[Back to Admin Console](/ai-for-service/administration/overview)
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)** — account management
* **[Bot Roles](#bot-roles)** — bot development
***
## 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
1. Open the Bots Admin Console.
2. Go to **User Management > Role Management**.
3. Select **New Role**.
4. Enter a **Role Name** and **Role Description**.
5. Under **Select Role Type**, select **Admin Role**.
6. Configure the desired permissions.
7. Select **Save**.
### Assign an Admin Role to a User
1. Go to **User Management > Users**.
2. Select a user to open their profile.
3. On the **Profile** tab, select **Edit** next to **Admin Role**.
4. Select one or more roles from the dropdown.
### Assign an Admin Role to a User Group
1. Go to **User Management > Role Management**.
2. Hover over a role and select the **Edit** icon.
3. Select **Assignments > Assign Role**.
4. Select groups from the **Select Groups** dropdown.
5. Optionally add individual users from the **Select Users** input.
6. 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 app |
| 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
1. Go to **User Management > Role Management**.
2. Select **New Role**.
3. Enter a **Role Name** and **Role Description**.
4. Under **Select Role Type**, select **Bot Role**.
5. Configure the desired permissions.
6. Select **Save**.
### Assign a Bot Role to a User (Admin Console)
1. Go to **User Management > Users**.
2. Select a user to open their profile.
3. Select **Manage Bots**.
4. Select a bot from the first dropdown and a role from the second dropdown.
5. Select **Add**.
### Assign a Bot Role to a User Group
1. Go to **User Management > Role Management**.
2. Hover over a role and select the **Edit** icon.
3. Select **Assignments > Assign Role**.
4. Select groups from the **Select Groups** dropdown, or add individual users from the **Select User** input.
5. Select **Save**.
### Assign a Bot Role from Bot Builder
1. In Bot Builder, go to the **Manage** tab > **Team**.
2. Select **Invite**.
3. Enter a user name or select a group.
4. Select a role from the **Role** dropdown.
5. Select **Save**.