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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.

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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.
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.
RoleDescription
agentAssistConfigAdminFull permissions for the configuration of Agent Copilot workspace.
agentAssistConfigViewerAccess to read the configuration of the Agent Copilot workspace.
analyticsFull permissions for Analytics.
basicAccess to read all Project resources except User Details, Contact Profiles, Node Comments, Logs, and Member Details.
connection_adminFull permissions for Connections.
contact_profile_adminFull permissions for Contact Profiles and Conversation History.
contact_profile_editorAccess to update Contact Profiles.
contact_profile_viewerAccess to read Contact Profiles.
conversationHistoryFull permissions for Conversation History.
data_privacy_adminFull permissions for data privacy settings (Collect Analytics, Store Contact Profiles, Collect Conversations, Mask Analytics, Mask Logging).
data_privacy_editorAccess to update data privacy settings.
data_privacy_viewerAccess to read data privacy settings.
developerFull permissions for Extensions, Node Comments, Node Descriptions, Locales, Logs, and the Live Follow feature.
endpoint_adminFull permissions for Endpoints.
extension_adminFull permissions for Extensions.
extension_editorAccess to update Extensions.
extension_trust_adminAccess to mark Extensions as trusted or untrusted.
flowEditorFull permissions for the Flow editor and access to update Intents.
flowNodeCommentsFull permissions for Node Comments.
flowNodeDescriptionFull permissions for Node Descriptions.
followUserFull permissions for the Live Follow feature.
function_adminFull permissions for Functions.
function_editorAccess to update Functions.
handoverProviderAdminFull permissions for handover providers.
intentsFull permissions for Intents.
knowledgeAdminFull permissions for Knowledge AI resources.
large_language_model_adminFull permissions for Large Language Models.
lexicon_adminFull permissions for Lexicons.
lexicon_editorAccess to update Lexicons.
localesAdminFull permissions for Locales.
logsFull permissions for Logs.
memberManagerFull permissions for Member Details and read access to the Access Control page in the Admin Center.
nlu_connector_adminFull permissions for NLU connectors.
packages_adminFull permissions for Packages.
playbook_adminFull permissions for Playbooks.
playbook_editorAccess to update Playbooks.
projectAdminFull permissions for Project resources and read access to the Access Control page in the Admin Center.
snapshot_adminFull permissions for Snapshots. Permission to restore a Snapshot remains with the projectAdmin role.
tokenAdminFull permissions for Tokens.
tokenEditorAccess to update Tokens.

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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.

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More Information

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