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Members

The Members panel allows Project Admins to manage the Roles that users in an organization have for a specific Agent. The roles assigned here are complimentary to the Global Roles assigned in the Access Control panel.

Project Roles

In addition to global roles, Cognigy.AI offers Agent-specific roles, which can be assigned to compliment the global access rights that have been granted for a given user.

Project Member Administration

A user profile requires the "Project Admin" role to be able to make changes to any user access for that specific agent. This will automatically be assigned to any user who creates a new agent.

The available project roles are presented in the table below.

Project Role Permissions
Analytics Adds the following permissions:
- full permissions on analytics
Basic Adds the following permissions:
- read permission for all agent assets except: User Details, contact profiles, Node Comments, Node Descriptions, Logs and Member Details
Connection Admin Adds the following permissions:
- full permissions for Connections
Contact Profile Admin Adds the following permissions:
- full permissions for Contact Profiles
- full permissions for Conversation History
Contact Profile Editor Adds the following permissions:
- read/update permissions for Contact Profiles
Contact Profile Viewer Adds the following permissions:
- read permissions for Contact Profiles
Conversation History Adds the following permissions:
- full permissions for Conversation History
Data Privacy Admin Version badge Adds the following permissions:
- full permissions for data privacy settings (Collect Analytics, Store Contact Profiles, Collect Conversations, Mask Analytics, Mask Logging)
Data Privacy Editor Version badge Adds the following permissions:
- read/update permissions for data privacy settings
Data Privacy Viewer Version badge Adds the following permissions:
- read permissions for data privacy settings
Developer Adds the following permissions:
- full permissions for Extensions
- full permissions for Flow Node Comments
- full permissions for Flow Node Description
- full permissions for Locales
- full permissions for Logs
- full permissions for Live Follow feature
Endpoint Admin Adds the following permissions:
- full permissions for Endpoints
Extension Admin Adds the following permissions:
- full permissions for Extensions
Extension Editor Adds the following permissions:
- read/update permissions for Extensions
Trust an Extension Adds the following permissions:
- make Extensions trusted or untrusted
Flow Editor Adds the following permissions:
- read/update permissions for Intents
- full permissions for Flow node comments
- full permissions for Flow node descriptions
- full permissions for Flow nodes
- full permissions for Copy/Paste etc
- full permissions for changing the order of Flow nodes
Flow Node Comments Adds the following permissions:
- full permissions for Flow node comments
Flow Node Descriptions Adds the following permissions:
- full permissions for Flow node descriptions
Follow User Adds the following permissions:
- full permissions for Live Follow feature
Intents Adds the following permissions:
- full permissions for intents
Knowledge Admin Version badge Adds the following permissions: full permissions for the Knowledge AI resources
Lexicon Admin Adds the following permissions:
- full permissions for Lexicons
Lexicon Editor Adds the following permissions:
- read/update permissions for Lexicons
Locales Admin Adds the following permissions:
- full permissions for Locales
Logs Adds the following permissions:
- full permissions for Logs
Member Manager Adds the following permissions:
- full permissions for Member Details
NLU Connector Admin Adds the following permissions:
- full permissions for NLU Connectors
Playbook Admin Adds the following permissions:
- full permissions for Playbooks
Playbook Editor Adds the following permissions:
- Read/Update permissions for Playbooks
Project Admin Adds the following permissions:
- full access to all project resources (create, read, update, delete)
Snapshot Admin Adds the following permissions:
- full permissions for Snapshots (Note: Permission to restore a Snapshot remains with the Project Admin and above)
Token Admin Adds the following permissions:
- full permissions for Tokens
Token Editor Adds the following permissions:
- Read/Update permissions for Tokens

API Access

The same rights that control access to elements of the user interface also control access to the respective aspects of the API.

Notifications

Version badge

When you create a new member in your project, that user will receive a notification at the email address specified in their profile. The email will include information about the project name and its URL.

Locale Restrictions

The locale restrictions feature allows a user's access to be granted to a single locale. By enabling the "User is restricted to the following locales" option, the user can be assigned any of the locales that exist within the agent.

The user's access rights will only be available for the assigned locales.