User & Roles Management

User and Role management are done on the Omnitive Platform, which Converse sits on.

Note: You need to have the Admin role for the Omnitive Platform to access the functionalities in this section.

To access the settings for User & Roles Management:

1. Log in onto the KPO platform.

2. Click on the icon on the navigation bar. You will be directed to the Organisation Management page for your organisation.

Creating a new User

1. Click on the button. A pop-up window will be displayed asking for the new user’s details such as Name, Username, Email, Password & Organisation.

1. Complete the form and click on to create the new user.

View User

On the organisation management page, click on the user you want to view. The information of the user profile will be displayed in 2 panels:

1. User Information Panel - For editing user information and/ro deleting user

2. Product Role Settings - For assigning products / setting roles for users

Edit User

Click on the button to edit. A panel will be displayed with two options:

1. Edit Personal Info. Select this option to edit the first and last name. A pop-up will appear with the user’s existing first and last name as editable input fields.

1. Change Password. Select this option to edit the password. A pop-up will appear prompting for the new password and new password confirmation.

Delete User

1. Click on the button to delete the user.
2. A pop-up will appear prompting for confirmation. Click to delete the user.

Assigning Converse & Setting Roles to a User

To assign Converse to a user, you will first need to set the user a role. 3 possible roles can be assigned to users:

• Super Admin

• Admin

• User

The breakdown of the roles and access rights will be covered in more detail in the next section.

1. For the selected user, navigate to the product role settings panel and search for CONVERSE.

2. Expand the dropdown for the CONVERSE product. All the 3 possible roles will appear as options.
3. Select the desired role to be assigned for the selected user. Once the assignment is successful, the following notification will be displayed.

Roles and Access Rights

Access Rights	Administrator	User
User Management Create User Edit User Delete User	Full Access	No Access
Account Settings Set Username Set Password	Full Access	No Access

Access Rights	Org Admin	Admin	User
Manage Bot Content
View Intents, Phrases, Libraries	Full Access for All Bots	Yes, if have View Permission on Bot	Yes, if have View Permission on Bot
Create/Edit/Delete Intents, Phrases, Libraries for a Bot	Full Access for All Bots	Yes, if have Edit Permission on Bot	Yes, if have Edit Permission on Bot
Train NLU	Full Access for All Bots	Full Access	No Access
Test All / Test Phrases	Full Access for All Bots	Full Access	Full Access
Bot Configuration
Edit Bot Name	Full Access for All Bots	Yes, if have Edit Permission on Bot	Yes, if have Edit Permission on Bot
Manage Bot Libraries	Full Access for All Bots	Yes if have Edit permissions on Bot	Yes if have Edit permissions on Bot
Manage Bot Administrators and Permissions	Full Access for All Bots	Yes if have Owner permissions on Bot	Yes if have Owner permissions on Bot
Advanced Bot Configurations Set Default Bot Config Default CSS Default Widget CSS Avatar Landing Page Asset Library	Full Access for All Bots	Yes, if have Edit Permission on Bot	Yes, if have Edit Permission on Bot
Manage Unhandled Phrase for a Bot
View Unhandled Phrases	Full Access for All Bots	Yes, if have View Permission on Bot	Yes, if have View Permission on Bot
Resolve / Mark Invalid / Revert	Full Access for All Bots	Yes, if have Edit Permission on Bot	Yes, if have Edit Permission on Bot
Group Similar Phrases	Full Access for All Bots	Full Access Must have at least View permission for the Bot	No Access
Ontology Management
View Ontology	Full Access for All Bots	Yes, if have View Permission on Bot	Yes, if have View Permission on Bot
Manage Ontology Data Clear Ontology Load Ontology Clear Ontology Index Build Ontology Index Export Ontology Import Ontology	Full Access for All Bots	Partial Access "Clear Ontology" is not available.	No Access
Train Ontology	Full Access for All Bots	Yes, if have View Permission on Bot	No Access
Analytics
Analytics (all functionality included)	Full Access for All Bots	Yes, if have View Permission on Bot	Yes, if have View Permission on Bot