Roles & permissions

Discover pre-defined user roles and permissions or create a custom role in NLX's Dialog Studio

Permission operations

Access to resources in workspaces is defined by these operations:

  • None: Cannot view a resource

  • View: Can view a resource

  • Edit: Can create, update, delete, or duplicate a resource

Pre-defined roles

Each workspace may require a variety of roles and responsibilities for your team. That's why our pre-defined roles allow for easy assignment within each Dialog Studio workspace.

Account administrator

Account admins are the owners of a Conversations by NLX (CxN) account and bear the highest permission level. Account administrators are able to:

  • Access all workspaces & create new ones

  • Invite & manage users to the account or workspace(s)

  • Create custom roles

  • Perform all permission operations for any workspace

This role is visible only to fellow Account admins and may be toggled on when viewing an individual user's Settings tab.

Administrator

Administrators can do everything within the Dialog Studio workspaces they are assigned. However, they are not able to invite or manage users of a workspace (Account admin required). Administrators have access to:

  • Full permission operations within an assigned workspace

Developer

Developers are able to create and edit technical and non-technical resources, including deploying bots. Developers have access to:

  • Write/read operations within an assigned workspace

Content manager

Content managers have similar rights to a Developer but only on the types of workspace resources that don't involve webhooks, APIs, or other integrations. Content managers have access to:

  • Write/read operations on non-technical resources within an assigned workspace

Analyst

Analysts have access to analytics dashboards in a workspace to evaluate bot performance without disturbing resources in production. Analysts have access to:

  • Write operations on analytics dashboards within the assigned workspace

  • Read operations on all other resources within the assigned workspace

Read-only

Read-only roles have visibility into all resources of a workspace to observe or monitor content. Read-only roles have access to:

  • Read operations on all resources within the assigned workspace

Custom roles

Creating a custom role allows you to specify what access entails for a user in a Dialog Studio workspace. You may define the permission operations allowed for each resource.

Account administrators are able to create and assign custom roles in a CxN account:

  • From your CxN dashboard, select Roles from the navigation menu

  • Click New role

  • Enter name of custom role > Click Create

  • Expand each resource section under Permissions to specify None, View, or Edit operations of your custom role

  • Conditional toggles are visible when expanding resources that can further refine your custom role

  • Click Save

Once saved, you may select your custom role when adding/modifying a user. Edit your role any time by navigating to Roles tab of your CxN account and choosing it from the list.

By default, all permissions are set to None for each resource in your custom role. Be sure to expand each section to review all available functionality options.

Test roles

Whether enabling a pre-defined or custom role, Account administrators may masquerade as either to test and confirm the desired permissions and role functionality before adding teammates.

  • From your CxN dashboard, select Roles from the navigation menu

  • Select an existing role in the table or create a new one

  • Click ▶️ Test in upper-right

  • Choose from the available workspaces in your account to try out the role > Click Test

To exit test mode, select your username from the workspace menu, and navigate back to Conversations home.

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