Skip to main content

Set up Users & Roles Assignment

Efficiently manage user access by setting up and assigning roles to control permissions and responsibilities within your organization.

Andy Dharmani avatar
Written by Andy Dharmani
Updated today

Use this screen to:

  1. Create users

  2. Resend invite

  3. Assign role to users

  4. Reset password

  5. View user and role change logs

User management includes:

  1. Users who will update Knowledge Hub information are set up in the system with the right access.

  2. Users who will monitor the conversations are set up with the right access.

  3. If you have staff taking over the chats, ensure the users who will be Live Agents to accept chats are set up with the right access.

  4. Double-check that you have not given admin rights to all the users.

User types for your reference:

  • Admin: Full rights and can manage users (Suitable for the Champion of this project or the heads of the departments that will be involved in the checking and updating of property information)

  • Knowledge Manager: Full rights but can't manage users (Suitable for staff who would like to update the information but don't have access to creating new users)

  • Agent: viewing and managing conversations and tickets. (Suitable for those whose main responsibility is to action requests tickets such as FOA or Reservation Agents, or they are responding to live chat requests.)

What's needed to create a user

  • First Name

  • Last Name

  • Email

  • Phone Number (Optional)

Myma.ai provides OpenID based SSO option that allows Myma.ai Dashboard to connect to an IdP and provide SSO for your users. Read more here.

Did this answer your question?