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Manage users and permissions

Add a user

  1. On the Ada dashboard, go to Settings > Team.

  2. Under Invite Member, enter your team member's name and email address.

    note

    You must enter a business email address. Domains like gmail.com or outlook.com are not accepted.

  3. In the Role dropdown list, select a permission level for the user.

  4. If your bot has SSO enabled, in the Login Type, choose whether the user logs in using a password or with SSO. Each user can use only one login method. For more information, see Set up single sign-on (SSO) for your bot.

  5. Click Send Invitation. Your bot sends your team member an automated invitation email. The email includes a signup link that expires after 24 hours; afterwards, they can set their password using the "Forgot Your Password?" link on the login page.

    The new user appears in your list of team members.

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If your organization has multiple bots, you must add users separately to each bot. Access to one bot doesn't allow users to log into another or access its data.

Delete a user

  1. On the Ada dashboard, go to Settings > Team.

  2. In the list of users, click the Remove user button . In the confirmation message that appears, click OK. The user's name is removed from your list of team members.

Understand user permissions

Users in the Ada dashboard can have different permissions levels according to the type of access they need within the Dashboard. The different roles that a user can have are Owner, Admin, Agent, and Read Only:

  • Owners have complete administrative access.

  • Admins have complete administrative access except for editing Owner team members.

  • Agents only have permissions to edit content in Ada.

  • Read Only access provides access to view, but not edit, content in Ada.

ActionOwnerAdminAgentRead Only

Answers

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Questions

Train Questions

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Conversations

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Analytics

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Settings

Customize Bot Colors

Customize Bot Names

Edit Clarifications

Edit Tags

View Team Members

Add/Remove Team Members

Can edit all other team members

Can edit all team members except Owners

View Filters and Redactions and Privacy

Edit Filters and Redactions and Privacy

View Approved Domains

Edit Approved Domains

Edit Handoff Integration

View Handoff Integration

View Answer Settings

Export Answers

Edit Answer Review Settings

View Multilingual Settings

View Multilingual Settings

Edit Multilingual Settings

View Authentication Settings

Edit Authentication Settings


Have any questions? Contact your Ada team—or email us at .