Overview

The user management page is where you will add new users, review existing users, and search for specific users. You can manage these users by adding to or editing their permissions, resetting their password when needed, or adding or removing them from user groups.

Functionality

Search Users

Use the search bar at the top of the Users page to search for a specific user.

Toggle the switch for Show Inactive if you'd like to search through all users including ones set to inactive.

Add New User

Click the button in the top right corner to Add a New User.

From this page, enter your user's name and email address and assign them permissions. Add them to any groups that you'd like for them to be a part of.

Edit Existing User

Click on a user entry to navigate to their user page.

Here you can edit their details, change their user rights or groups, and reset their password.

Reset a User's Password

To reset a user's password, navigate to their user page and click the link in the top right corner.

Rights

All users automatically have access to Chat.

There are 3 principle types of permissions

Admin

Admin users are given permission to the entire application. They, however, may not have access to all Assistants, Connections or Datasets. Access to these individual elements are controlled by Ownership permission.

Permissions

Users can be given a-la-carte access to various features in the product. Each permission ties to a top level navigation option within Chat, Skill Studio, and Admin. The name of the permission is the same as the name of the top level navigation.

Query Browser permission is the one permission that carries additional capabilities. Users with Query Browser permission also receive rights to Diagnostic Information while in Chat.

Owners

Owners are given access to all Assistants, Connections and Datasets throughout the product. If they are an Admin they would have access to these areas of the product or if they have received the specific permission to that area of the product. For example if they have access to Assistants, then having Owner permission means they would see and be able to manage all Assistants found in their environment.

Groups Tab

From the main user page, switch to the Groups tab across the top.

From here you can search existing groups or create new groups as needed.

Use Cases

Chat user

A user without any permissions will still have access to the Chat experience. However it is required that they have User permissions to an Assistant. They will only see the assistants that have been shared with them.

Developer

Typically a developer who will create skills within the system would have permissions for Assistants and Data. This allows them access to create skills and manage all aspects of their Assistants including the data that they consume.

Administrator

If you do not want to give your administrators access to the entire product then one typically assigns them access to all areas of the Admin module. In addition it's common for Administrators to have access to API Config and Data so they are able to enter credentials for their language models and database connections.

Data Manager

If a users role is solely to manage data such as data connections to different database types and datasets, then they would only require access to Data

Environment Monitoring

If a user is responsible for monitoring user activity in an environment then the typical permission to provide them is "Query Browser". This permission gives them access to the Query Browser where they can browse and filter on user activity. To drill in and review questions the user will also need at least User access to the Assistant they are reviewing. Having Query Browser permission also exposes the diagnostic view on answers, allowing for deeper research to be done. Query browser permission, in conjunction with at least User access to an Assistant allows them to click on links provided from the diagnostic panel.

If that user is also expected to make changes to the Assistant then they will need Assistant permissions and Owner access to the Assistant.