Table of Contents
Adding Users
Navigate to the Settings View
In the left-hand menu, select Team
Under Invite, enter a Username and the email address of the team member you wish to add
In the Role dropdown list, select a permission level (see below) for the user
Click the blue Send Invitation button to trigger an automated email invitation to the bot with their credentials
The new user will now appear in the Roster section of the Team Settings
User Permissions
Users in the Ada dashboard can have different permissions levels according to what type of access they need within the Dashboard. The different roles that a user can have are Owner, Admin, or Agent. Owners have complete administrative access, Admins have complete administrative access except for billing access, while Agents only have permissions to edit content on Ada.
Answers
| Action | Owner | Admin | Agent |
|---|---|---|---|
| Edit Answers | ✔ | ✔ | ✔ |
| View Answers | ✔ | ✔ | ✔ |
Questions
| Action | Owner | Admin | Agent |
|---|---|---|---|
| Train Questions | ✔ | ✔ | ✔ |
| View Questions | ✔ | ✔ | ✔ |
Conversations
| Action | Owner | Admin | Agent |
|---|---|---|---|
| View Conversations | ✔ | ✔ | ✔ |
Analytics
| Action | Owner | Admin | Agent |
|---|---|---|---|
| View Analytics | ✔ | ✔ | ✔ |
Settings
| Action | Owner | Admin | Agent |
|---|---|---|---|
| Customize Bot Colors | ✔ | ✔ | |
| Customize Bot Names | ✔ | ✔ | |
| Edit Clarifications | ✔ | ✔ | ✔ |
| Edit Tags | ✔ | ✔ | ✔ |
| View Billing Information | ✔ | ||
| Edit Billing Information | ✔ | ||
| View Team Members | ✔ | ✔ | ✔ |
| Add/Remove Team Members | ✔ | ✔ | |
| View Activities | ✔ | ✔ | |
| Undo Activities | ✔ | ✔ | |
| View Filters | ✔ | ✔ | |
| Edit Filters | ✔ | ✔ | |
| View Platforms | ✔ | ✔ | |
| Edit Platforms | ✔ | ✔ | |
| Edit Handoff Integration | ✔ | ✔ | |
| View Handoff Integration | ✔ | ✔ | |
| View Answer Settings | ✔ | ✔ | ✔ |
| Export Answers | ✔ | ✔ | ✔ |
| Edit Answer Review Settings | ✔ | ✔ | ✔ |
| View Multilingual Settings | ✔ | ✔ | ✔ |
| Edit Multilingual Settings | ✔ | ✔ | ✔ |
Two-Factor Authentication
Two-factor authentication for Ada builders adds an extra layer of protection by linking your Ada account with your phone number. Whenever you sign in with your password, we'll send you a code via SMS.
Enable two-factor authentication in your Profile Settings, in the top-right corner of the dashboard.
For any additional questions, contact your ACX Consultant, Account Manager or email us at: help@ada.support
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