Within the AI agents (Ultimate) product, there are three user roles:
- Client admin: Can view, add, edit, and delete all AI agents and users within an organization.
- Client editor: Can view, edit, and delete all AI agents within an organization.
- Client user: Can view, edit, and delete specified AI agents within an organization.
For instructions on creating users, see Managing user access to the AI agents (Ultimate) product.
The table below lists the specific access levels for each role.
| Access | Role | ||
| Client user | Client editor | Client admin | |
| Features | |||
| Analytics | ✔️ | ✔️ | ✔️ |
| Training center | ✔️ | ✔️ | ✔️ |
| Content | ✔️ | ✔️ | ✔️ |
| Dialogue builder | ✔️ | ✔️ | ✔️ |
| Conversation logs | ✔️ | ✔️ | ✔️ |
| AI | ✔️ | ✔️ | ✔️ |
| Settings | |||
| Bot settings | - | - | ✔️ |
| CRM integration | - | - | ✔️ |
| UltimateGPT | - | - | ✔️ |
| Content entities | ✔️ | ✔️ | ✔️ |
| Actions | View only | ✔️ | ✔️ |
| User management | |||
| Browse user list | - | - | ✔️ |
| Create new users | - | - | ✔️ |
| Change user role | - | - | ✔️ |
| Give bot access to user | - | - | ✔️ |
| Edit bots |
✔️ (specified only) |
✔️ (all) |
✔️ (all) |
| Exporting data | |||
| Conversation logs | ✔️ | ✔️ | ✔️ |
| Intents and training data | ✔️ | ✔️ | ✔️ |
| Translations | - | - | ✔️ |
| Bot and organization management | |||
| Create bots | - | - | ✔️ |
| Manage organization | - | - | ✔️ |
| Create new organization | - | - | - |
Tip: If you need to create a new organization, contact
support@ultimate.ai.