On the Custom Roles page in the Roles & Permissions module in the Kore.ai Enterprise Admin Console, you can create, manage, and delete custom admin and user roles. Custom user roles enable you to control and provide additional and customizable permission sets to managed users and groups that they can use in-turn to manage other users. A permission set for a custom admin role specifies access to one or more specific parts of the Enterprise Admin Console. For example, you may want a custom user role to allow a user to add new users, but not allow that role to delete a user.
In Kore.ai, there are built-in roles for administrators that cannot be customized, but can be assigned to more than one user. For more information, see Managing Admin Roles.
The following illustration shows an example of the Custom Roles page in the Roles & Permissions module.
To sort the list of column values, click the Arrow Up icon or Arrow Down icon to the right of a column name. The following list describes the columns displayed in the admin console table.
|User Role Name||Displays the name of the custom admin role.|
|Description||Shows the optional description for the custom admin role.|
|Applied To||Displays number of users and groups assigned to the custom admin role. Click < X Users > or < X Groups > to view the list of users or groups assigned to that custom admin role.|
This section describes the commands available on the Action bar for the Custom Roles page in the Roles & Permissions module.
The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users or teams. To find one or more specific roles, in the Search field, enter at least three characters, and then press enter.
Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.
Click the Add New button to display the Create New User Role dialog. For more information, see Create a New User Role.
The following table lists Kore.ai permission sets that can be assigned to users and groups as custom user roles. When you assign permissions to a user or a group, the user can access the related Enterprise Admin Console pages at the next log on.
|Category||Permissions||Description||Enterprise Admin Console Module Accessible to Users and Groups|
|Enrollment||Invite||Invite users via email and invite users already imported.||Enrollment > Invite|
|Import Users / Sync||Import users via files.||Enrollment > Import|
|Directory Sync||Enroll users using Microsoft® Active Directory® Sync.||Enrollment > Directory Sync|
|User Management||Manage / Unmanage User||Add managed users, remove managed users||Users & Teams > Users|
|Manage User Profile Fields||Manage the fields displayed in user profiles, and view the Distribution Lists page.||Users & Teams > Users > User Settings tab|
|Manage / Unmanage Team||Add managed teams, remove managed teams.||Users & Teams > Teams|
|Manage Groups||Create groups, add or removed group members, and view the Distribution Lists page.||Users & Teams > Groups|
|Admin Roles||Manage Built-In Admin Roles||Assign and revoke users from built-in admin roles.||Roles & Permissions > Admin Roles|
|Manage Custom Admin Roles||
||Roles & Permissions > Custom Roles|
|Message Control||Manage Message Control Templates||
||Message Control > Templates|
|Manage Rules Based Usage of Message Control Templates||Create, delete, retire, and apply rules-based message control templates.||Message Control > Messaging Rules|
|Create and manage Geo-fence Zones||Create and share geo-fence zones by using messaging rules and templates.||Message Control > Geo Fence Locations|
|Application Control||Create and Manage Application control||Create new application control templates and retire templates.||Roles & Permissions > Application Roles|
|Security||Password Policies||Configure and manage password policies.||Security > Password Policy|
|Single Sign-On||Configure and manage Single Sign-On.||Security > Single Sign On|
|Domain Management||Verify and view domain verification status.||Security > Domain Management|
|Enable/Disable MDM Control||Manage MDM control settings||Security > MDM Control|
|Manage Company Branding||Manage company logo||Branding > Logo|
|Manage Usage Policy; Invitation Templates||Manage content in the Terms of Usage template, Usage Policy template, and Invitation templates.||Branding > Usage Policy|
|Billing Admin||Manage Billing Profile & Payment Settings||Edit billing and payment information, and make payments.||Billing > Billing History, Account Summary, Billing Profile|
|Kore.ai Analytics||View Reports||View Kore.ai reports for user account usage.||
Analytics > Activity Report
|View and Run Audit Reports||
Access Audit reports, run reports, use filter criteria.
Analytics > Audit Report
|Compliance||Enable / Manage Retention||Enable retention for Kore.ai accounts, and manage default retention policies.||Compliance > Retention|
|Manage eDiscovery / Hold||Manage eDiscovery and in-place hold management for messages.||Compliance > eDiscovery|
|View eDiscovery / Hold||View only permissions for eDiscovery and in-place hold messages.||Compliance > eDiscovery with the Add New and Delete controls disabled.|
|Message Trace & Recall||Manage message tracing and permission to recall messages.||Compliance > Message Trace|
|Enable / Message Archiving||Enable, configure, and manage the archiving of Kore.ai messaging data.||Compliance > Archive Data|
|Message Management||Post Templates||Create, define, and assign Post Templates for rooms.||Message Management > Post Templates|
|Team Creation, Profile and Settings||Edit Team Profile & Settings||Edit team profile settings and features. Transfer of ownership.||Profile & Settings|
|Team Member Enrollment||Invite Members||Ability to invite new members to a team.||Member Enrollment|
|Team Member Management||Manage Team Members||Remove members from a team.||Manage Members|
|Edit Team Admin Roles||Assign and modify Team Admin roles currently assigned to team members.||Manage Members|
|Team Admin Roles||Manage Team Roles||Ability to manage team roles – create roles; apply roles to team members.||Roles & Permissions|
|Manage Rooms||Create and Manage Rooms||Create a room; delete/archive rooms; edit all room settings for teams.||Manage Rooms|
|Team Billing||Create and manage Billing Profile||Create/Edit/Manage billing information for teams.||Billing|
|Team Analytics||Access and view reports in Analytics Module||Ability to access Analytics module and run reports.||Analytics > Activity Report|
|View and run Audit Reports||Access, view, and run only Audit Reports for system events.||Analytics > Audit Report|
|View Reports on Default Dashboard||View user account usage reports on the Team Admin Dashboard||Dashboard|
|Team Compliance||Manage Retention||Set up, manage retention for teams.||Compliance > Retention|
|Manage eDiscovery / On-Hold||Set up, manage eDiscovery and in-place hold for teams.||Compliance > eDiscovery|
In This Section
After managing custom roles, you may want to add or remove users from the built-in admin role. For more information, see Managing Admin Roles.