The Access Control interface offers a user management tool for organizational level administration. It acts as an Access Control List (ACL) and makes it possible to assign a specific role to users.
Find the Access Control panel by:
- Clicking the Profile Icon in the top right corner of the interface
- Selecting Access Control from the drop down menu
The Users overview lists all members of a particular Organization. Individual Users can subsequently be assigned to specific Agents, using the Members interface.
Tip: Global Users and Local Users (Members)
Administrators can create Global Users on an organizational-level, that can then be assigned to specific Agents. These Local Users can have more granular roles within specific Agent projects that are configured using the Members panel within each Agent.
Administrators can use the Create new User button to add a User to the Organization. The following fields have to be filled out:
- Display Name
- Email Address
- Confirm Password
Passwords can be changed anytime and are stored securely
The user can later change the password from the admin panel.
Assign agents to a user by clicking the + button under Assigned Projects and selecting an agent. Once an agent has been assigned to a user, the agent will be visible on the user's home dashboard.
Roles provide any given user profile with the privilege to execute create, read, update or delete (CRUD) actions and can be granted in a customized manner. Global Roles are assigned to a user to define the base access control list (ACL) displayed in the Members Panel for each Agent.
The following Global Roles are available:
Admins have unlimited access to anything inside their organisation. In a new installation, the system will create one user with this role. A platform owner should create a new user with this role and delete the automatically created one on first login.
The Basic role can view most entities in the system. Once a new user is created within the system, this role will get assigned automatically.
Can create new projects (Agents), but not administer users.
Can create new user accounts that can be assigned to projects.
Can create organization-wide API keys for any user to access the Cognigy.AI RESTful API. The same permissions apply if an ApiKey is used.
Can use the Usage Statistics section and access to the ODATA interface to query analytics information
Can access the built-in Cognigy live chat feature
Control of Global Access Rights
The global roles assigned to a user will set the base access rights for every agent the user has access to. Project-level roles can be assigned via the Members Panel to boost a user's rights to author selected elements of a specific agent.
More specific Access Rights can be defined for individual features within Agents such as flows, lexicons, playbooks down to fine grained flow properties such as Basic or Advanced flow nodes. These Agent Level access rights are complimentary to Global Rights and are assigned in the Members panel of each agent.
Updated 14 days ago