Roles and Chatbot Permissions -

Roles

For those with the appropriate permissions, Roles are managed in the Emplifi platform's account settings. There, you can edit and create Bot account roles, which provide the users assigned to them with varying levels of access to Bot's many different functions.

Example: If you have users that are logging into Bot to view the Analytics, but are not going to be configuring the Handlers, Channels, APIs, or Bot Authoring, you can create a role that will hide these features from that group.

To access Role Settings, refer to: Account Roles.

Chatbot permissions

For those with the appropriate permissions, chatbot permissions can be configured for each account role in the Emplifi platform’s account settings.

To access chatbot permissions:

1. In the bottom-left corner of the screen, click Settings.

2. In the settings menu, select Roles & permissions.

3. Under Account roles, click on the panel of the relevant role you want to configure chatbot permissions for. A configuration window appears.

4. In the configuration window, select Chatbot. The chatbot permissions appear.

The following chatbot permissions are available:

View company settings
When this permission is active, the users assigned to this account role can view your company's Emplifi Bot settings. For more information, refer to: Bot Settings.
When this permission is inactive, the Settings option does not appear on the Application Bar for users in this account role.

Edit company settings
When this permission is active, the users assigned to this account role can edit your company's Emplifi Bot settings. For more information, refer to: Bot Settings.

View bots
When this permission is active, the users assigned to this account role can view the list of your company's bots on the Bots page. For more information, refer to: Bots.
When this permission is inactive, the Bots option does not appear on the Application Bar for users in this account role.

Edit bots
When this permission is active, the users assigned to this account role can edit the settings and author the content for any of your company's bots. For more information, refer to: Bots and Bot Authoring.

View channels
When this permission is active, the users assigned to this account role can view the list of your company's channels on the Channels page. For more information, refer to: Channels.
When this permission is inactive, the Channels option does not appear on the Application Bar for users in this account role.

Edit channels
When this permission is active, the users assigned to this account role can edit any of your company's channels on the Channels page. For more information, refer to: Channels.

View handlers
When this permission is active, the users assigned to this account role can view the list of your company's intent handlers on the Handlers page. For more information, refer to: Handlers.
When this permission is inactive, the Handlers option does not appear on the Application Bar for users in this account role.

Edit handlers
When this permission is active, the users assigned to this account role can edit any of your company's intent handlers on the Handlers page. For more information, refer to: Handlers.

View custom APIs
When this permission is active, the users assigned to this account role can view the list of application programming interfaces (APIs) that your company has added to Emplifi Bot on the APIs page. For more information, refer to: APIs.
When this permission is inactive, the APIs option does not appear on the Application Bar for users in this account role.

Edit custom APIs
When this permission is inactive, the users assigned to this account role can edit any of your company's APIs on the APIs page. For more information, refer to: APIs.

View conversations
When this permission is active, the users assigned to this account role can view the list of conversations taking place between customers and your bots on the Conversations page. For more information, refer to: Conversations.
When this permission is inactive, the Conversations option does not appear on the Application Bar for users in this account role.

Edit conversations
When this permission is active, the users assigned to this account role can edit any of the conversations taking place between customers and your bots on the Conversations page. For more information, refer to: Conversations.

View analytics
When this permission is active, the users assigned to this account role can view detailed statistical reports on the performances of your company's agents, intents, bots, and more. For more information, refer to: Bot Analytics.
When this permission is inactive, the Analytics option does not appear on the Application Bar for users in this account role.

View exports
When this permission is active, the users assigned to this account role can view the list of your company's analytic report exports on the Exports page. For more information, refer to: Exports.
When this permission is inactive, the Exports option does not appear on the Application Bar for users in this account role.

Edit exports
When this permission is active, the users assigned to this account role can edit the templates for the analytic report exports on the Exports page. For more, refer to: Exports.

View custom media
When this permission is active, the users assigned to this account role can view the list of custom media files that your company has uploaded to Emplifi Bot on the Media page. For more information, refer to: Media.
When this permission is inactive, the Media option does not appear on the Application Bar for users in this account role.

Edit custom media
When this permission is active, the users assigned to this account role can edit and upload custom media files on the Media page. For more information, refer to: Media.

View document search indexes
When this permission is active, the users assigned to this account role can view the list of your company's document search indexes on the Document Search page.
When this permission is inactive, the Document Search option does not appear on the Application Bar for users in this account role.

Edit document search indexes
When this permission is active, the users assigned to this account role can edit document search indexes on the Document Search page.

View document search index documents
When this permission is active, the users assigned to this account role can view the documents associated with document search indexes on the Document Search page.

Edit document search index documents
When this permission is active, the users assigned to this account role can edit the documents associated with document search indexes on the Document Search page.

View conversation annotations
When this permission is active, the users assigned to this account role can view annotations of the selected conversation on the Conversations page. For more information, refer to: Conversations.
When this permission is inactive, the Annotations button  does not appear in the chat window for users in this account role.

View conversation context
When this permission is active, the users assigned to this account role can view the context of the selected conversation on the Conversations page. For more information, refer to: Conversations.
When this permission is inactive, the Conversation Context button  does not appear in the chat window for users in this account role.

View agent groups
When this permission is active, the users assigned to this account role can view the agent groups that have been configured by your company on the Agents page. For more information, refer to: Agents.
When this permission is inactive, the Agents option does not appear in the Application Bar for users in this account role.

Edit agent groups
When this permission is active, the users assigned to this account role can edit your company's agent groups on the Agents page. For more information, refer to: Agents.

View messengers
When this permission is active, the users assigned to this account role can view the list of messengers that have been configured by your company on the Messengers page. For more information, refer to: Messengers.
When this permission is inactive, the Messengers option does not appear in the Application Bar for users in this account role.

Edit messengers
When this permission is active, the users assigned to this account role can edit your company's messengers on the Messengers page. For more information, refer to: Messengers.

View distribution lists
When this permission is active, the users assigned to this account role can view the distribution lists configured by your company on the Distribution page. For more information, refer to: Distribution.
When this permission is inactive, the Distribution option does not appear in the Application Bar for users in this account role.

Edit distribution lists
When this permission is active, the users assigned to this account role can edit your company's distribution lists on the Distribution page. For more information, refer to: Distribution.