Hexabot
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  • Welcome
  • Introduction
    • Overview
    • Features
  • Quickstart
    • Installation
    • Create your first flow
  • USER GUIDE
    • Visual Editor
      • Using the Visual Editor
      • Regular Blocks
        • Using Simple Text Block
        • Using Quick Replies Block
        • Using Buttons Block
        • Using Attachment Block
      • Using Advanced Blocks
    • Flows
    • NLU
      • Manage NLU Entities
      • NLU Engines
        • LLM NLU Engine
        • Ludwig NLU Engine
        • Tensorflow NLU Engine
    • Knowledge Base
      • Content Types
      • Manage Persistent Menu
      • Media Library
    • Localization
      • Languages
      • Translations
    • Users and Roles
      • Manage users
      • Manage roles
    • Manage Settings
      • Email
      • Chatbot Global Fallback
      • NLU Provider
      • Web Channel
      • Live chat widget
      • Facebook Messenger
    • Context Variables
    • Chat Inbox
    • Subscribers
    • Analytics Dashboard
  • FAQ
    • How can I deploy my Hexabot using NGINX ?
    • How can I add the Chatbot Widget to my Website?
  • Developer Guide
    • Contributors Installation Guide
    • CLI Command Reference
    • Setup Node.js with NVM
    • Setting Up Docker for Development and Production
    • SMTP Configuration and Emails
    • Extensions
    • Plugins
      • Hexabot Plugin Development
      • Build your First Plugin
    • Training custom NLU Models with Ludwig AI
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  1. USER GUIDE
  2. Users and Roles

Manage roles

Roles in Hexabot define specific sets of permissions that determine what actions users can perform. By creating and assigning roles, you can control who has access to different parts of the system and what they are able to perform.

1. Access Role Management:

  • Log in to your Hexabot account.

  • Go to "Users" or "User Management" section.

  • Look for "Roles" or "Role Management" within the user management settings.

2. Creating New Roles:

  • Click "+ Add " This will open a form where you can define the new role.

  • Enter Role Name: Provide a clear and descriptive name for the role, like "Developer," "Content Manager," "Project Manager," etc.

Step 3 - Grant Permissions

Newly created roles will initially have no granted permissions. Click the "Permissions" button to grant access to your new role or update the permissions for an existing role.

  • Grant Permissions: The role management interface will typically provide a list of available permissions. Select the specific permissions you want to grant to users with this role (e.g., read, create, update, delete):

    • Message: Access to build and edit conversation flows.

    • NlpSample, NlpSampleEntity, NlpEntity, NlpValue: Access to train and manage the chatbot's language understanding.

    • Content: Access to manage chatbot content.

    • BotStats: Access to view and analyze chatbot performance metrics.

    • User : Access to manage users

    • Role : Access to manage roles

    • ...

    And other Permissions: The specific permissions available may vary depending on the version of Hexabot.

4. Deleting Roles:

  • Locate the Role: Find the role you want to delete.

  • Click "Delete": Be careful when deleting roles, as this will remove all permissions associated with the role. Users assigned to that role will lose their access to the specified features.

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Last updated 8 months ago

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