Before you Begin
Explore Global Roles
Global roles are assigned to a user to establish access control across the entire organization. For more granular control within a Project, assign Project-specific roles.Check Who Can Access the Access Control Page
Users withadmin rights have full control over the Admin Center interface. However, users with one of the following roles have access only to the Access Control page:
projectAdmin– a Project role, read-only access.memberManager– a Project role, read-only access.userManager– a global role, full access.userDetailsViewer– a global role, read-only access.
Working with the Access Control interface
Create New Users
Create New Users
To create a new user in Cognigy.AI for your organization, you must have the
admin or userManager global role.To create a new user, follow these steps:- In the Admin Center interface, select Access Control from the left-side menu, then click + Create new User.
- In the New User window, fill in the following fields:
- Display Name — a name that is visible to other users within the organization.
- Email Address — a unique email address associated with the user’s account.
- Password — a user password. Passwords can be modified at any time and are securely stored. Users can change their passwords later by navigating User Menu > My Profile on the Main page or by selecting My Profile from the User Menu in the bottom-left corner of the Project page.
- Click Save & Open. A page opens where you can assign global roles and Projects to the user.
Assign Global Roles to Users
Assign Global Roles to Users
To assign global roles to a user, follow these steps:After a role is assigned to a user, the role label is displayed in the Global Roles section.
- In the upper-right corner of the Main page, select User Menu > Admin Center.
- In the Admin Center interface, select Access Control from the left-side menu. Select a user you want to assign global roles to:
- New user
- Existing user
- On the Users page, create a new user by clicking + Create new User.
- In the New User window, fill in the following fields:
- Display Name — a name that is visible to other users within the organization.
- Email Address — a unique email address associated with the user’s account.
- Password — a user password. Passwords can be modified at any time and are securely stored. Users can change their passwords later by navigating User Menu > My Profile on the Main page or by selecting My Profile from the User Menu in the bottom-left corner of the Project page.
- Click Save & Open. A page opens where you can assign global roles to the user.
- In the Global Roles section, click + to open a list of roles. Select a role from the list.
Assign Projects to Users
Assign Projects to Users
To assign a Project to a user, follow these steps:After a Project is assigned to a user, the Project label is displayed in the Assigned Projects section.When you assign a Project to an existing user, this user receives a notification at the email address specified in their profile. The email includes information about the Project name and its URL.
- In the upper-right corner of the Main page, select User Menu > Admin Center.
- In the Admin Center interface, select Access Control from the left-side menu. Select a user you want to assign global roles to:
- New user
- Existing user
- On the Users page, create a new user by clicking + Create new User.
- In the New User window, fill in the following fields:
- Display Name — a name that is visible to other users within the organization.
- Email Address — a unique email address associated with the user’s account.
- Password — a user password. Passwords can be modified at any time and are securely stored. Users can change their passwords later by navigating User Menu > My Profile on the Main page or by selecting My Profile from the User Menu in the bottom-left corner of the Project page.
- Click Save & Open. A page opens where you can assign Projects to the user.
- In the Assigned Projects section, click + to open a list of available Projects.
- Type the name of the Project, then select it from the list, or scroll to find and select a Project.