Role Management
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Refers to the process of defining, assigning, and managing roles within an organization, ensuring that employees have the appropriate permissions and responsibilities based on their job functions.
Improved Security: Prevents unauthorized access to sensitive data or systems.
Operational Efficiency: Ensures the right people handle the right tasks.
Accountability: Tracks actions within the organization by role.
Compliance: Meets regulatory or industry standards for access and data control.
Users can create custom roles for their business by going in to the role management settings. A user must be an admin/ super admin to be able to create custom roles to access the settings. To access the role management, click Settings ( from left nav bar)>> Agent Management >> Role Management .
Role Creation:
Create a custom role by clicking the "Create Role" button at top right corner. A pop-up will appear where users have to provide a title, a role description (optional).
Access Control Admins/ Super Admins can restrict access to sensitive segment, tools, or information based on the assigned role. Enable the access to a segment like chatbot access, reporting or settings by simply checking the box. If needed the access can be more specific, for example: users can specify if an role will have access to a specific portion like my chatbot or brain ai.
