Teams and user roles

In the inGenious AI platform, you build chatbots with a team. Every user in a team is assigned a role that determines what they're permitted to do.

A user can belong to multiple teams, but their role might be different in each team they're a member of. Someone who is an Admin in one team doesn't get any special privileges in other teams.

See Roles and permissions.

Manage your team using the Members screen, available from the gear icon next to your team menu. You will only see this menu in teams where you have an Admin role.

If you are an Admin, you can:

Roles and permissions

Each role within the inGenious AI platform has a different level of access to your chatbots and team. At a glance:

  • Reviewers can view chatbots, content, settings and versions, but can't make changes.
  • Editors can make changes to chatbot content, mark passages in chatbot response reviews, and progress changes through versions, but can't publish content, create new chatbots or edit chatbot settings.
  • Publishers can create and edit content and chatbot response reviews, and publish chatbots or send broadcasts to subscribers, but can't change chatbot settings or make team modifications.
  • Admins can do everything publishers can do, and also create new chatbots, edit chatbot settings, and manage their billing, teams, and users.

For a more detailed view, see the roles and permissions tables for the following sections below:

Teams, Users and Administration

  Reviewer Editor Publisher Admin
Edit their own profile
View their list of teams
Create and manage teams - - -
View list of team members - - -
Add, manage and remove team members - - -
Assign user roles - - -
Manage team billing - - -

Chatbots and settings

  Reviewer Editor Publisher Admin
View a list of chatbots
Create a chatbot - - -
View chatbot settings
Edit chatbot Business Hours - -
Edit chatbot Experience settings - -
Edit chatbot Fallback settings - -
Edit all other chatbot settings - - -
Manage integrations - - -
Archive chatbot - - -

Chatbot content

Chatbot content includes conversations, passages, questions, notifications, scripts and webviews. Permissions for broadcasts and audiences and for reviewing chatbot content are listed separately below.

  Reviewer Editor Publisher Admin
View chatbot content
Create and edit chatbot content -
Delete chatbot content -
View sent notifications -
Test content with TestBot -

Chatbot broadcasts and audiences

  Reviewer Editor Publisher Admin
View broadcasts
Create and edit broadcasts -
Duplicate broadcasts -
Publish broadcasts - -
Delete broadcasts -
Create an audience segment - -
Edit an audience segment - -
Delete an audience segment - -

See Broadcasts for more information

Chatbot versions and publishing

  Reviewer Editor Publisher Admin
View chatbot versions
Save chatbot content as draft -
Save or approve chatbot content as ready to review -
Save or approve chatbot content as ready to publish - -
Publish a chatbot version - -

See Versions for more information.

Reviews and improvement

  Reviewer Editor Publisher Admin
View reviews
Create a new review - -
Mark review phrases -
Finalise a review - -
Delete a review - -
Create and edit regression tests - -
Run regression tests - -
Delete regression tests - -

See Reviews and Regression tests for more information.

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