Default Roles and Rights

Visibility Scopes

  • By default, users have access to data concerning their teams and any sub-teams below
  • The "viewer" role is however restricted to their own data only, regardless of their level in the team hierarchy

Roles & Rights

RightsAdministratorLeaderViewerKey
Manage users
- List teams
- List users
- Create and edit a team
- Create and edit a user
manage_users
View users
- List teams
- List users
- View a user
- Access the reporting
✅ implied by manage_users✅ implied by manage_usersview_users
Manage billing
- View payment history
- View billing history
manage_billing
Manage grids
- View, create and edit a label
- View, create and edit a label value
- View, create and edit a criteria group
- View, create and edit a criterion
- View, create and edit an analysis model
manage_grids
Labels / View
- List labels
- View a label and its values
✅ implied by manage_gridsview_attributes
Analysis models / View
- List analysis models
- View an analysis model
✅ implied by manage_gridsview_models
Impersonate
- Log in as another user
impersonate
View conversations
- List conversations
- Access a conversation's audio
- Access a conversation's transcription
- Access a conversation's scores & summaries
- Access a conversation's labels
- Export a conversation as PDF
view_talks
Manage conversations
- Create a conversation
- Set an attribute for a conversation
- Set the user of a conversation
- View evaluation costs
manage_talks
Evaluate manually
- Manually edit the criteria answers of a conversation
evaluate_talk
Manage Notification automations
- View / Create / Edit a notification automation
manage_automations
Manage Purge automations
- View / Create / Edit a purge automation
manage_automations + manage_own_instance
Reporting / AI summary
- Generate the AI summary of a report (executive summary, key facts, recommendations)
reporting_ai_summary
Découverte
- Ask natural language questions about conversations, in the Découverte section
❌ *❌ *❌ *use_rag
Support
- View the support requests of your organisation
view_issues

* The use_rag right is not granted to any role by default: it is added to the roles of your choice when the optional Découverte feature is enabled for your instance.