MembersΒΆ
The Members interface in a Cognigy.AI Project allows Project admins to assign and manage Project-specific roles. This interface allows fine-grained control over who can create, edit, view, or update different parts of a Project, complementing the global roles set in the Access Control.
Project RolesΒΆ
Project roles let you control what users can do within a specific Project. To manage permissions across the whole organization, use global roles.
Note
Project roles assigned to users determine what actions a user can perform in the UI and through API endpoints, ensuring consistent access control across both interfaces.
Each permission works as follows:
- Create β create a new resource.
- Read β view or retrieve the resource and its details.
- Update β view and change an existing resource's data or settings.
- Delete β permanently remove the resource.
Having full permissions means a user can create, read, update, and delete the resource.
Role | Description |
---|---|
agentAssistConfigAdmin |
Full permissions for the configuration of Agent Copilot workspace. |
agentAssistConfigViewer |
Access to read the configuration of the Agent Copilot workspace. |
analytics |
Full permissions for Analytics. |
basic |
Access to read all Project resources except User Details, Contact Profiles, Node Comments, Logs, and Member Details. |
connection_admin |
Full permissions for Connections. |
contact_profile_admin |
Full permissions for Contact Profiles and Conversation History. |
contact_profile_editor |
Access to update Contact Profiles. |
contact_profile_viewer |
Access to read Contact Profiles. |
conversationHistory |
Full permissions for Conversation History. |
data_privacy_admin |
Full permissions for data privacy settings (Collect Analytics, Store Contact Profiles, Collect Conversations, Mask Analytics, Mask Logging). |
data_privacy_editor |
Access to update data privacy settings. |
data_privacy_viewer |
Access to read data privacy settings. |
developer |
Full permissions for Extensions, Node Comments, Node Descriptions, Locales, Logs, and the Live Follow feature. |
endpoint_admin |
Full permissions for Endpoints. |
extension_admin |
Full permissions for Extensions. |
extension_editor |
Access to update Extensions. |
extension_trust_admin |
Access to mark Extensions as trusted or untrusted. |
flowEditor |
Full permissions for the Flow editor and access to update Intents. |
flowNodeComments |
Full permissions for Node Comments. |
flowNodeDescription |
Full permissions for Node Descriptions. |
followUser |
Full permissions for the Live Follow feature. |
function_admin |
Full permissions for Functions. |
function_editor |
Access to update Functions. |
handoverProviderAdmin |
Full permissions for handover providers. |
intents |
Full permissions for Intents. |
knowledgeAdmin |
Full permissions for Knowledge AI resources. |
large_language_model_admin |
Full permissions for Large Language Models. |
lexicon_admin |
Full permissions for Lexicons. |
lexicon_editor |
Access to update Lexicons. |
localesAdmin |
Full permissions for Locales. |
logs |
Full permissions for Logs. |
memberManager |
Full permissions for Member Details and read access to the Access Control page in the Admin Center. |
nlu_connector_admin |
Full permissions for NLU connectors. |
packages_admin |
Full permissions for Packages. |
playbook_admin |
Full permissions for Playbooks. |
playbook_editor |
Access to update Playbooks. |
projectAdmin |
Full permissions for Project resources and read access to the Access Control page in the Admin Center. |
snapshot_admin |
Full permissions for Snapshots. Permission to restore a Snapshot remains with the projectAdmin role. |
tokenAdmin |
Full permissions for Tokens. |
tokenEditor |
Access to update Tokens. |
Add a MemberΒΆ
- In the left-side menu of the Project, go to Manage > Members, then click + Add new Member in the upper-left corner.
- In the New Member pane, select the user you want to add to the Project. Click Add.
- In the Project Roles section, click + to select one or more roles to assign. You can assign multiple roles to a user.
- (Optional) In the Local restrictions section, assign a user to specific locales by selecting the User is restricted to the following locales option and the locales.