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Users

Overview​

Users lists all users with their respective details. Each AI Studio user is assigned a role and access to perform any operation is dependent on this role.



There are five types of roles in AI Studio.

  • System Administrator: The System Administrator can perform application-level operations like tenant creation, key rotation, and system-level configuration/settings. Except for certain operations in user management (like create, update and delete users), the System Administrator does not have access to perform any tenant-related operations.

  • Tenant Administrator: The Tenant Administrator is a super user for the specific tenant and has permissions to perform any operation related to the tenant. The Tenant Administrator user can create and modify users, their permissions, roles, and their assignment to groups, etc., only for that tenant. Also, tenant-wide settings can be configured by the Tenant Administrator.

  • Developer: The Developer can create projects but does not have access to users or groups. For the projects owned by the user or with modify permissions, all the project-related operations (import, export, clone, delete) can be performed by this role.

  • Tenant User: The Tenant User does not have access to users, groups or project-related operations. A Tenant User is ideally the end-user who would be using the actual chatbot, NLU, or KM projects.

  • Analytics User: The Analytics User can perform report-related operations example, view dashboards, reports, and data sources. Depending on the project access granted to the user, edit options for reports-related operations are available.

AccessTenant AdministratorDeveloperTenant UserAnalytics User
Manage Users/GroupsYesNoNoNo
Manage Access ControlYesNoNoNo
Projects (Create, Import, Clone)YesYesNoNo
Modify ProjectsYesYes*Yes*No
Manage Reports (Dashboard, Report Definition, Datasource)YesYes*Yes*Yes*
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* These operations are available only on the following conditions,

  • Developer: If Modify permission is granted for the specific project(s) or project(s) owned by the user.
  • Tenant User/Analytics User: If Modify permission is granted for the specific project(s)

Create User​

The Tenant Administrator can create a new user. The steps to create a user are explained below,

  • Click the Create User option in the top right corner.

  • Enter the below details in the Create User dialog:

    • User Type: Select user type from the dropdown.

    Native: Users whose identity is defined in AI Studio itself.
    SSO: User identity is stored in Identity Provider and is utilized by AI Studio for authentication. Select this option only if SSO is configured ( Settings -> Single Sign-On ) and User identity already exists in the respective Identity Provider.

    • User Name: Enter a unique user name.
    • First Name: Enter the first name of the user.
    • Last Name: Enter the last name of the user.
    • Mobile: Enter the mobile number of the user.
    • Email Address: Enter the email address of the user (email should not be a social media email address).
    • Password: Enter the password.
    • Confirm Password: Enter the password again for confirmation.
    • Role: Select the role from the dropdown.

  • Click Create.

Bulk User Upload​

The Tenant Administrator can add multiple users by uploading a CSV file containing user details. The steps to upload users in bulk are explained below,

  • Click three dots next to the Create User option.
  • Click Upload Users option.
  • Enter the below details in the Upload Users dialog:
    • User Type: Select user type from the dropdown.
    • Sample: The user can click sample to download the sample CSV file.
    • File: Browse or Drag-drop the file with the user details in expected format. File format should be one of these, CSV, XLS, XLSX
  • Click Upload.

Update User​

The user details can be updated as per requirement after being created successful. The steps to update user are explained below,

  • Hover on the user record you want to update in Users table.
  • Click on Edit icon (img alt).
  • Update the required fields,
    • First Name: Enter the first name of the user.
    • Last Name: Enter the last name of the user.
    • Mobile: Enter the mobile number of the user.
    • Reset Password: Enter the new password.
    • Confirm Reset Password: Enter the new password again for confirmation.
    • Role: Select the role from the dropdown.
  • Click Update
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  • The following fields are uneditable on update,
    • User Type
    • Username
    • Email Address
  • When a role change is requested, a reason has to be provided. This would be maintained in the audit logs as well.