User & Roles Management

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

Note: You need to have the Super Admin role 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

Super Admin

Admin

User

User Management

  • Create User

  • Edit User

  • Delete User

Full Access

No Access

No Access

Account Settings

  • Set Username

  • Set Password

Full Access

Full Access

Full Access

Analytics (all functionality included)

Full Access for All Bots

Yes, if have View Permission on Bot

Yes, if have View Permission on Bot

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 Permission 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

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