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Manage users and permissions

Add Users

  1. Navigate to Settings.

  2. In the left-hand menu, select Team.

  3. Under Invite Member, enter a Username and the email address of the team member you wish to add.

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

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  5. Click Send Invitation button to trigger an automated email invitation to the bot with their credentials.

The new user will now appear in the Roster section of the Team Settings.

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 billing access, Agents only have permissions to edit content on Ada, and Read Only have access to view content in Ada.

Answers

Action

Owner

Admin

Agent

Read Only

Edit Answers

View Answers

Questions

Action

Owner

Admin

Agent

Read Only

Train Questions

View Questions

Conversations

Action

Owner

Admin

Agent

Read Only

View Conversations

Analytics

Action

Owner

Admin

Agent

Read Only

View Analytics

Settings

Action

Owner

Admin

Agent

Read Only

Customize Bot Colors

Customize Bot Names

Edit Clarifications

Edit Tags

View Billing Information

Edit Billing Information

View Team Members

Add/Remove Team Members

View Activities

Undo Activities

View Filters

Edit Filters

View Platforms

Edit Platforms

Edit Handoff Integration

View Handoff Integration

View Answer Settings

Export Answers

Edit Answer Review Settings

View Multilingual Settings

Edit Multilingual Settings

Your Profile

Click on your profile icon in the bottom left to access your profile. Your profile icon will be the first letter of your first name in a colored circle.

Two-Factor Authentication

Add an extra layer of protection to your Ada account with two-factor authentication, by linking your account with your phone number. When you sign in with your password, we'll send you a code via SMS that you’ll need to use to log in.

Time Zone

Select your time zone from the drop-down menu. When you view reports in the Measure View, the timestamps will reflect your time zone.

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Have any questions? Contact your Ada team—or email us at help@ada.support.