Access Control

Description

The access control panel gives you fine grained control over access to resources.

Reach the access control panel from the admin drop down:

  1. Click the Profile Icon in the top right corner
  2. Select Access Control from the drop down

Select a user from the left hand user pane to define the user's access rights.

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API Access

The same rights that control access to elements of the UI also control access to the same aspects of the API.

Create a new user

In the access control panel:

  1. Click the New User button in the bottom of the user pane
  2. Enter display name and email address
  3. Enter and confirm a new password.
  4. Click Create

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Passwords can be changed anytime and are stored securely

The user can later change the password from the admin panel.

Assigned API Keys

Create or revoke API keys for the user.

Create an API Key for a user by clicking the + button under API Keys. In a similar way you can revoke an API Key for a user by clicking the secondary action ... button and click Revoke API Key.

Assigned projects

Assign projects to a user by clicking the + button under Assigned Projects and select a project.

Access rights and roles

Access rights can be defined for entities such as projects, flows, lexicons, playbooks down to fine grained flow properties such as Basic or Advanced flow nodes.

For each item, the privilege to execute a create, read, update or delete (CRUD) actions can be set in a role based manner. A role is a set of privileges for the a user assigned to it. Roles assigned to a user define the access control list (ACL) displayed under Access Rights and are updated immediately.

The following default roles are available:

Role

Description

Admin

Admins have unlimited access to anything inside their organisation. In a new installation, the system will create one user with this role. A platform owner should create a new user with this role and delete the automatically created one on first login.

Basic

The Basic role can view most entities in the system. Once a new user is created within the system, this role will get assigned automatically.

Marketer

The Marketer role has all permissions the Basic role has, plus:

  • can edit basic flow nodes
  • can edit lexicons (read, update)
  • can edit playbooks (read, update)
  • can edit forms (read, update)
  • can view contact profiles
  • has full access on analytics

Advanced Editor

The Advanced Editor has all permissions the Marketer has, plus:

  • can edit advanced flow nodes
  • has full permissions on lexicons
  • has full permissions on playbooks
  • has full permissions on forms
  • can view and update contact profiles
  • has full access on analytics

Developer

The Developer has all permission the Advanced Editor has, plus:

  • has full access on logs
  • has full access on endpoints
  • has full access on all project resources
  • has full access on analytics

In addition to the mentioned default roles, we have the following more-specific roles which can be assigned in addition to any of the default roles:

Project Admin

Adds the following permissions:

  • full access to all project resources (create, read, update, delete) except the create & delete permission for import/export

Basic Flow Editor

Adds the following permissions:

  • read/update permission for flows
  • all permissions for basic Flow nodes
  • read/update permissions for Intents
  • read permissions for Flow node comments
  • read permissions for Flow node descriptions

Advanced Flow Editor

Inherits everything from the Basic Flow Editor, plus:

  • full permissions for advanced Flow nodes
  • full permissions for Code nodes
  • full permissions for Logic nodes
  • full permissions for Marketing nodes
  • full permissions for Database nodes
  • full permissions for Intents
  • full permissions for states
  • full permissions for Flow node comments
  • full permissions for Flow node descriptions
  • full permissions for Copy/Paste etc
  • full permissions for changing the order of Flow nodes

Custom modules editor

Adds the following permissions:

  • read/update permissions for Custom modules

Custom modules admin

Adds the following permissions:

  • full permissions for Custom modules

Intent editor

Adds the following permissions:

  • read/update permissions for Intents

Lexicon editor

Adds the following permissions:

  • read/update permissions for Lexicons

Lexicon admin

Adds the following permissions:

  • full permissions for Lexicons

Playbook editor

Adds the following permissions:

  • read/update permissions for Playbooks

Playbook admin

Adds the following permissions:

  • full permissions for Playbooks

Form / Process editor

Adds the following permissions:

  • read/update permissions for Forms / Processes

Form / Process admin

Adds the following permissions:

  • full permissions for Forms / Processes

Endpoint admin

Adds the following permissions:

  • full permissions for Endpoints

NLP Connector admin

Adds the following permissions:

  • full permissions for NLP / NLU Connectors

Database connections admin

Adds the following permissions:

  • full permissions for Database connections

Logs

Adds the following permissions:

  • full permissions for Logs

Conversations

Adds the following permissions:

  • full permissions for Conversations

ApiKey user

Adds the following permissions:

  • usage of ApiKeys and the Cognigy.AI RESTful API. The same permissions apply if an ApiKey is used.

Userprofile / Contactprofile viewer

Adds the following permissions:

  • read permissions for contact profiles

Userprofile / Contactprofile editor

Adds the following permissions:

  • read/update permissions for contact profiles

Userprofile / Contactprofile admin

Adds the following permissions:

  • full permissions on contact profiles

ODATA

Adds the following permissions:

  • full permissions to user our ODATA interface and query analytics information

Analytics

Adds the following permissions:

  • full permissions on analytics

Packaging admin

Adds the following permissions:

  • full permissions on import / export

Secrets basic

Adds the following permissions:

  • read permissions for Secrets

Secrets editor

Adds the following permissions:

  • read/update permissions for Secrets

Secrets admin

Adds the following permissions:

  • full permissions for Secrets

Livechat

Adds the following permissions:

  • full permissions to user our Cognigy.AI Livechat

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