The following table lists the Team Admin permissions that can be assigned to custom Team Admin roles. When you assign permissions to a role, the user can access the related Team Admin Console module pages at the next log on to Kore.ai Messenger. For more information, see Create a Custom Team Admin Role.
| Category | Permissions | Description | Module & page |
|---|---|---|---|
| Team Creation / Profile / Settings | Edit Team Profile & Settings | Edit team profile and settings, including transfer to a new Team Owner. | Team Admin Console > Profile & Settings |
| Team Member Enrollment | Invite Members | Ability to invite new members to a team. | Team Admin Console > Member Enrollment |
| Team Member Management | Manage Team Members | Remove members from a team. | Team Admin Console > Manage Members > Remove Member(s) |
| Edit Team Admin Roles | Assign and modify Team Admin roles currently assigned to members | Team Admin Console > Manage Members > Team Role drop-down list | |
| Team Admin Roles | Manage Team Roles | Ability to create or modify Team Admins. | Team Admin Console > Team Roles & Permissions |
| Manage Rooms | Create and Manage Rooms | Create a Room; Delete/Archive Rooms; Edit all Room settings | Team Admin Console > Manage Rooms |
| Team Billing | Manage Billing Profile & Payment Settings | Create/Edit/Manage Billing Information, make payments, change billing plan, cancel account | Team Admin Console > Billing |
| Team Analytics | Access and view reports Analytics Module | Access Kore.ai Analytics Module and view reports. Ability to run reports based on available criteria | Team Admin Console > Analytics |
| View and run Audit Reports | Access Audit Reports; Ability to run reports; filter criteria, etc | Team Admin Console > Analytics > Audit Report | |
| View Reports on Default Dashboard | The default dashboard analytics for the account | Team Admin Console > Analytics > Activity Report | |
| Team Compliance | Manage Retention | Set up, manage retention for team. | Team Admin Console > Compliance > Retention |
| Manage eDiscovery / On-Hold | Set up, manage eDiscovery and On-Hold for Teams | Team Admin Console > Compliance > eDiscovery |
You can define permissions for a role on the Permissions tab when you create or edit an existing team role.
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