IAM

Manage roles and permissions to ensure the right content is delivered to the right user.

Users

Administrators will be able to create new users and give them access to the virtual assistant from this section.

Create a user

1. Click the 'Add User' button.

2. Complete all the requested fields.

3. Assign a role to your user. By default you can assign one of the following: 'Admin', 'User' and 'Agent'. It is also possible to assign them a custom role created by the administrator.

4. Click 'Save'.

Edit a user

1. Click the edit button ✏️ for the user you want to modify.

2. Modify any field.

3. Click 'Save'.

Delete a user

1. Click the delete button 🗑 for the user you want to delete.

2. Confirm your choice.

Roles and Permissions

Administrators will be able to create new roles with different permissions and assign them to their users from this section.

Create a role

1. Click the 'Add Role' button.

2. Fill in a name for the role.

3. Select the permissions you want.

4. Click 'Save'.

Edit a Role

1. Click the edit button ✏️ for the role you want to modify.

2. Select or unselect any permission.

   
3. Click 'Save'.

Delete a Role

1. Click the delete button 🗑 for the role you want to delete.

2. Confirm your choice.