Adding Users & Setting Permissions

Article Quick Links:

• Adding Users
• User Permissions
  • Answers
  • Questions
  • Conversations
  • Analytics
  • Settings
• Your Profile
  • Two-factor Authentication
  • Timezone

Adding Users

• Navigate to Settings
• In the left-hand menu, select Team
• Under Invite Member, 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 the type of access they need within the Dashboard. The different roles that a user can have are Owner, Admin, Agent, and Read Only. Owners have complete administrative access, Admins have complete administrative access except for billing access, Agents only have permissions to edit content on Ada, and Read Only have access to view content in Ada.

Answers

Action	Owner	Admin	Agent	Read Only
Edit Answers	✔	✔	✔
View Answers	✔	✔	✔	✔

 

Questions

Action	Owner	Admin	Agent	Read Only
Train Questions	✔	✔	✔
View Questions	✔	✔	✔	✔

 

Conversations

Action	Owner	Admin	Agent	Read Only
View Conversations	✔	✔	✔	✔

 

Analytics

Action	Owner	Admin	Agent	Read Only
View Analytics	✔	✔	✔	✔

 

Settings

Action	Owner	Admin	Agent	Read Only
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	✔	✔	✔

Your Profile

Click on your profile icon in the bottom left to access your profile. Your profile icon will be the first letter of your first name in a colored circle.

Two-Factor Authentication

Add an extra layer of protection to your Ada account with two-factor authentication, by linking your account with your phone number. When you sign in with your password, we'll send you a code via SMS that you’ll need to use to log in.

Time Zone

Select your time zone from the drop-down menu. When you view reports in the Measure View, the timestamps will reflect your time zone.

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Have any questions? Contact your Ada team—or email us at [e-mail].