Managing Team Roles

On the Roles & Permissions page in the Roles & Permissions module in the Kore.ai Team Admin Console, you can create and assign built-in or custom team roles to users in a team. In a large team, you may want to delegate one or more permissions of the Team Admin role to other team members by assigning a team custom admin role to those users. You can assign built-in roles, or create custom admin roles by defining a customized set of permissions for that role that you can then assign to a team member.

There are two built-in team roles that cannot be modified:

  • Admin - All permissions are assigned.
  • Member - Only member-level permissions are assigned.

To assign some, but not all permissions to one or more team members, you can create custom roles, and then specify permissions for that role. For more information, see About Custom Permissions.

The following illustration shows an example of the Roles & Permissions page in the team 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.

Column Description
Team Admin Role Name Displays the custom name of the Kore.ai Team Admin role.
Description Displays an optional description of the Team Admin role.
Created by Displays the user name that created the Team Admin role.
Applied To Displays the number of users assigned to that custom Team Admin role. Click the <#> Users link to open and modify the users assigned to the Team Admin role in the Editing Team Admin Role - < Team Member Name > dialog.

This section describes the commands available on the Action bar.

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.

To view all entries, clear the search field, and then press the Enter key.

Click the WebAddNewButton.png button to display the Create New Team Admin Role dialog. For more information, see Create a Custom Team Admin Role.

Select one or more custom Team Admin roles to delete, and then in the Group Action drop-down list on the Action bar, click Delete. For more information, see Delete a Team Admin Role.

In This Section

Next Steps

You can also manage general team member permissions on the Settings tab on the Profile & Settings page in the Profile & Settings module. For more information, see Managing Team Profiles and Settings.

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