Users and rights

Adding users and assigning rights

In order to manage rights and users,

1. Go to Preferences > Users and rights > Users.

2. Then click Add.

3. Enter the user's email address and select their language and user group.

4. Click Add.

An automatic email will be sent to users to enable them to connect.

Management of user rights

To manage rights and users, go to Preferences > Users and rights > Rights page.

Several groups of rights are available. To add a user to a group, you must click on the group or subgroup of your choice and click on the name of the user outside the group to include them in the group (the operation can take a few seconds).

Customizing user group rights​

If you click on a group, you can customize that group below the list. You can add / remove rights to user groups by clicking on checkmarks / crosses (it may take a few seconds).

Groups of rights​

The Reader

• Knowledge: can read the knowledge and export it to an excel file;

• Matching groups: no access to this page;

• Dialogs: can read dialogs and export them to an excel file;

• Analytics: can view and generate reports;

• Preferences: he only has access to the "My Account" menu;

• Audit: he can check the audits already done.

The Writer

• Knowledge:he can create and modify knowledge but can not publish it. His modifications will appear under the "Published / Modified" status. The administrator will have to publish the modified knowledge by the editor. He can add and modify formulations. And he can export all the knowledge. It can also add files to the gallery;

• Matching groups: no access to this page;

• Dialogs: from this page, he can create new knowledge and add formulations. It can also export dialogs to an excel file;

• Analytics: he can view and generate reports;

• Preferences: he has access to "My Account";

• Audit: he can view the audits that are already carried out.

The Administrator

• Knowledge: he has the rights of the editor + the publication of knowledge;

• Matching groups: he can create and edit matching groups;

• Dialogs: he can create knowledge and add formulations from this page. It can also export dialogs to an excel file;

• Analytics: he can view and generate reports;

• Preferences: he can access the menus: "General" and "My Account";

• Audit: he can create audits.

The Livechat Supervisor he has access to the page supervision and analytics. They can generate analytical reports. On the Preferences page, they only have access to the "My account" menu.

The Livechat Operator can access only the console of Livechat. On the Preferences page, they have access to the "My account" and "Operator settings" menus.

IPS filter​

This section allows you to restrict acces through IP adress filtering. This will have effect on all bots associated on your application.

For that :

• Click " + Add ";

• Enter IP in the field (format : XXX.XXX.X.XX (single) or XXX.XXX.X.XX-XXX.XXX.X.XX) (list);

• Click " ✓ " to confirm this IP's permission.

This action is reversible :

• just select the "delete".

Remember to add your IP adress, otherwise you will have no longer acess to your application. Only authorized IP will be able to restore access.

Activity Reports​

Create activity report's e-mail notifications​

Receive activity reports by e-mail to follow key metrics of your bot such as the number of conversations, question qualifications, questions most frequently-aksed, user satisfaction...

To do this, go to Preferences > Users and rights > Reports.

Click Add to create a new activity report. Enter the name of your configuration and click the blue tick to validate.

Configure different parameters according to your needs then click Update.

You can also send a test notification of this report to your e-mail adress associated with your BMS account by clicking on Send a test report via e-mail.

Note: If no boxes have been checked, the sent PDF report will be empty.

To finally set up the email notification, go to Account > Reports. Check the box "Analytics" and select the reports on which you want to be notified by e-mail.

Exports as tickets​

The section Exports as tickets allows you to configure an automatic export of reports of your dialogs (start of session, end of session, operators, competencies, etc.). To do so, click Add and enter the configuration name. Click the blue tick.

Select the data source for your report and its periodicity, then click Update.