Skip to content

Members

Version badge

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 Roles

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 – create a new resource.
  • Read – view or retrieve the resource and its details.
  • Update – view and change an existing resource's data or settings.
  • Delete – 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 Member

  1. In the left-side menu of the Project, go to Manage > Members, then click + Add new Member in the upper-left corner.
  2. In the New Member pane, select the user you want to add to the Project. Click Add.
  3. In the Project Roles section, click + to select one or more roles to assign. You can assign multiple roles to a user.
  4. (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.

More Information