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Platform user account

User Roles and User Management in Company

For each user role, there is specific functionality available.

User Role

Quantity in the Company

PROJECT

AGENT (metadata)

AGENT (channels)

AGENT (scenario)

AGENT (scenario)_ Replacement from Config

AGENT_ Agent Export

AGENT_ Agent Import from Config

COMPANY (intents)

COMPANY (external requests)

COMPANY (invited users)

COMPANY (owner)

COMPANY (name)

COMPANY (subscription)

Designer

no restrictions

Read, Update children

Read

Read, Update

Execute

Not Allowed

Create, Read, Update, Delete

Read

Manager

no restrictions

Create, Read, Update, Delete, Update children

Create, Read, Update, Delete

Execute

Create, Read, Update, Delete

Read

Administrator

no restrictions

Create, Read, Update, Delete, Update children

Create, Read, Update, Delete

Execute

Create, Read, Update, Delete

Read

Owner

Create, Read, Update, Delete, Update children

Create, Read, Update, Delete

Execute

Create, Read, Update, Delete

There are no rows in this table

⁠

Name

Description

Create

object creation

Read

view object data

Update

update object

Delete

delete object

Update children

update nested objects or their parts

Execute

action execution allowed

Not Allowed

action execution not allowed

There are no rows in this table

⁠

User Management in Company

Users with the

@Administrator⁠

and

@Owner⁠

roles in the

@Company⁠

have the ability to invite, edit their roles, and remove users from the

@Company⁠

Inviting a User to the Company

To invite a user to the

@Company⁠

, follow these steps:

Click the INVITE USERS button on the Users tab.

⁠

The INVITE USERS panel will open.

⁠

In the EMAIL field, enter the email address of the user you want to invite. Below, select the role that the user will have in the

@Company⁠

⁠

Click the INVITE button.

If the user with the specified email address is not registered in the

@Platform⁠

, a warning message will be displayed.

⁠

If the user with the specified email address has already been invited to the

@Company⁠

, a warning message will be displayed.

⁠

Otherwise, the user will be invited to the

@Company⁠

, and they will receive a notification email. A success message will be displayed.

⁠

The invited user can access the

@Company⁠

by:

Opening the email with the subject “Invitation to [company name]" and clicking the button or link inside the email.

Opening their list of accessible companies and clicking on the name of the invited company.

Editing User's Role in the Company

Users with the

@Administrator⁠

and

@Owner⁠

roles can edit the roles of other users in the

@Company⁠

. Follow these steps:

Click the pencil icon next to the user's name in the list on the Users tab.

⁠

The button will be disabled for users whose roles cannot be edited.

⁠

In the opened window, click on the ROLE field.

⁠

Select the new role from the dropdown list.

⁠

Click the SAVE button to save the changes.

Removing a User from the Company

Users with the

@Administrator⁠

and

@Owner⁠

roles can remove users from the

@Company⁠

. Follow these steps:

Click the trash can icon next to the user's name in the list on the Users tab.

⁠

The button will be disabled for users who cannot be removed.

⁠

A confirmation dialog for removing the user from the

@Company⁠

will appear.

To confirm the removal, click the YES, CLOSE ACCESS button. This will revoke the user's access to the

@Company⁠

Clicking the NO, KEEP IT button will cancel the removal.

After removal, the user will lose access to the

@Company⁠

, and it will be removed from their list of accessible

@Company⁠

User Management in Company

Inviting a User to the Company

Editing User's Role in the Company

Removing a User from the Company

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