Setting Up Security
Last updated
Last updated
We have two levels of Security for the RAIA Admin. The first is at the Client Level (this controls general access to all logins under the Client's Account. The second is A.I. Assistant (Agent) specific access.
Things to consider when setting up Security Access:
Each Assistant you launch will have their own security & access settings. You will want to provide admin access to logins that need to manage that specific Assistant. For end users we recommend Manager Access, which allows restricted access and restricts them from training and other admin functions.
For Admins who are training the assistant, uploading files, and require full access you can setup with Admin Access for the Agent. But if you want to limit their abilities in the Account, you can setup with lower level at the Client Security Setup.
You can access your Account Access settings by clicking "Account" on the bottom left hand side of the platform. From there, you click "Account Access."
You can add team members/logins by clicking "Add Login" in the upper right hand corner of the Account Access page. You'll need to provide the First Name, Last Name, Email, Phone, and the level of access you want this user to have. From there, they will get an email with a link to verify their accont and setup their password
By default, if you are the owner of the account you will have a login.
Owner Access (Level 1)
This is the default access level and allows for full access to the Agent and management of the platform. This will have the same access as the owner of the account would have.
Admin (Level 2)
This allows the Login to update All Agents including Training. (Read, Write, Import, API, Training). Able to update Agent's Email, SMS, Chat configuration. Able to add / edit Logins. This level can not edit billing or revoke owners.
Manager (Level 3)
This allows the Login to Manage the Agent. (Read, Write). Able to update all Agent's Email, SMS, Chat configuration. (No Access to Logins or Training)
Viewer (Level 4)
This gives read only access to all Agent Admin (Read Only (No Email Notification))
Public (Level 5)
This gives only public access to Agent. No Admin Access.
To setup Agent Specific Security, click on the agent that you want to manage access to and click the "Security" button under Admin.
From there, you can authorize a new user on that specific Agent, Revoke access for that agent or choose what kind of level of access they will have for that Agent.
