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Role Settings Guide ​

Introduction ​

The Role Settings interface allows administrators to configure detailed permissions and default settings for user roles. When you modify a role, all users assigned to that role will automatically inherit the new settings, providing an efficient way to manage permissions across your organization.

Accessing Role Settings ​

The Role Settings interface is accessible to users with the following roles:

  • Admin
  • Content
  • Manager

To access the settings for a role, first select the role from the list in the Role Manager, then navigate to the "Role Settings" tab.

Role Settings Interface Overview ​

The Role Settings interface is organized into several sections:

  1. Header: Shows the role name and description with action buttons
  2. Role Information: Basic details about the role
  3. Access Levels: Permissions for various administrative functions
  4. Application Modules: Control which modules users can access
  5. Assistant Features: Configure AI assistant capabilities
  6. User Preferences: Default settings for users with this role

Configuring Basic Role Information ​

The top section contains essential role details:

  • Role Name (Required): A descriptive name for the role
  • Role Description: Optional details about the role's purpose
  • Organization/Department: Default organization for users with this role
  • User License: Determines the level of AI capabilities
    • Generate: Full AI capabilities
    • Discover: Limited to question and answer functionality
  • Allocated Credits: Monthly credit allocation (0 = unlimited)
  • Hard Stop Credit Count: Maximum monthly credit limit (0 = unlimited)

Access Level Configuration ​

Permission Tiers ​

Control who can manage different parts of the application with three permission tiers:

  • Denied (0): No access to the feature or section
  • Assigned (1): Users can only manage content where they're named as an Owner with Edit rights
  • Global (2): Administrative oversight of all content in that section

Content Managers & Reporting Permissions ​

Configure access to content management and reporting features:

  • Content Management: Control permissions for managing content
  • Knowledge Bases Management: Control permissions for managing knowledge bases
  • Blueprint Management: Control permissions for managing AI blueprints
  • Group Management: Control permissions for managing user groups
  • Reports & Dashboard Insights: Control access to analytics and reporting
  • Test Case Management: Control permissions for managing test cases

Global Administration Permissions ​

Configure access to system-wide administration features:

  • User Management: Control permissions for managing users
  • Global & AI Settings: Control permissions for system configuration
  • Role Management: Control permissions for managing roles

Application Modules ​

Control which application modules are accessible to users with this role:

  • Content View: Allow access to view lists of assigned content
  • Search View: Enable search functionality across content
  • Learn Platform: Enable access to learning resources

Assistant Features ​

Configure AI assistant capabilities for users with this role:

  • Assistant Chat Bot: Enable/disable the AI chatbot functionality
  • LaunchPad: Enable/disable the organized content access interface
  • Assistant Control Panel: Enable/disable the chat session management interface
  • Assistant Content Selector: Enable/disable the ability to select content to chat with
  • Assistant AI Settings: Enable/disable the ability to adjust AI behavior
  • Assistant Blueprints: Enable/disable the ability to use predefined AI blueprints
  • Assistant Chat History: Enable/disable saving of conversation history
  • Keep Chat History Duration: Set how long (in days) chat history is retained

User Preferences ​

Configure default settings that will be applied to users with this role:

  • Default AI Assistant Blueprint: Pre-select an AI blueprint that will be loaded by default
  • Control Panel Expanded: Set whether the control panel starts expanded or collapsed

Managing Role Settings ​

Saving Changes ​

After making changes to role settings:

  1. Click the "Save" button in the top right corner
  2. The system will save your changes and update all users assigned to the role
  3. A confirmation message will appear once the update is complete

Cloning a Role ​

To create a new role based on existing settings:

  1. Click the "Clone" button in the top right corner
  2. A new role will be created with "(Copy)" appended to the original name
  3. Modify any settings as needed and save the new role

Deleting a Role ​

To delete a role:

  1. Click the "Delete" button in the top right corner
  2. Confirm the deletion in the prompt that appears
  3. Note: You cannot delete a role that has users assigned to it

Troubleshooting ​

Issue: Changes not saving

  • Verify all required fields are completed (Role Name is mandatory)
  • Check for validation errors (red text under fields)
  • Ensure you have appropriate permissions

Issue: "Services Error" message

  • Note the error code provided in the message
  • Check network connectivity
  • Contact system administrator if the issue persists

Issue: Unable to delete a role

  • Check if users are still assigned to the role
  • Go to the "Assigned Users" tab and remove all users first

For additional assistance with role settings, please contact your system administrator.