Adding Users & Setting Permissions

Table of Contents

• Adding Users
• User Permissions
  • Answers
  • Questions
  • Conversations
  • Analytics
  • Settings

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 level 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 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	✔	✔	✔

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For any additional questions, contact your ACX Consultant, Account Manager or email us at: [e-mail]