Manage users and permissions
Add a user
On the Ada dashboard, go to Settings > Team.
Under Invite Member, enter a Username and the email address of the team member you wish to add.
In the Role dropdown list, select a permission level for the user.
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.
Click Send Invitation button to trigger an automated email invitation to the bot with their credentials. The new user appears in your list of team members.
Delete a user
On the Ada dashboard, go to Settings > Team.
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 billing access.
Agents only have permissions to edit content in Ada.
Read Only access provides access to view, but not edit, content in Ada.
Action | Owner | Admin | Agent | Read Only |
|---|---|---|---|---|
Answers | ||||
Edit Answers | ✔ | ✔ | ✔ | ✘ |
View Answers | ✔ | ✔ | ✔ | ✔ |
Questions | ||||
Train Questions | ✔ | ✔ | ✔ | ✘ |
View Questions | ✔ | ✔ | ✔ | ✔ |
Conversations | ||||
View Conversations | ✔ | ✔ | ✔ | ✔ |
Analytics | ||||
View Analytics | ✔ | ✔ | ✔ | ✔ |
Settings | ||||
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 | ✔ | ✔ | ✔ | ✘ |