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Last updated
Last updated
Access management in Feedloop AI is the process of controlling who can access various features and information within projects. This system is managed by different administrative roles to ensure proper control and organization:
Workspace Admin Role: Only users with this role can create, delete, and rename projects. Workspace admins are responsible for overall workspace management.
Project Admin Role: Only users with this role can invite others to a project. Project admins manage specific projects and the users within them.
Platform Master (Super Admin): This role can create workspaces and assign workspace admins. The platform master oversees the entire platform, ensuring that workspace admins are appropriately assigned and that they can effectively manage their respective workspaces.
In the "Account Type" tab, you have the ability to finely customize and manage various account types tailored to your organization's requirements. Here's a detailed guide on creating and managing account types:
Add Account Type:
To initiate the creation of a new account type, locate and click on the "Add Account Type" button, typically positioned prominently within the interface.
Create Account Type Form:
Name:
Provide a descriptive name for the account type you're creating. Choose a name that clearly reflects the role's responsibilities within your organization, such as "Project Manager," "Data Analyst," or "AI Specialist."
Access Permissions:
Define the precise access permissions for this account type. Tailor the permissions to align with the responsibilities and tasks associated with the role. Consider the following aspects when defining access:
Description: Full access and control over all platform features and functionalities.
Permissions:
Manage users
Manage projects
Manage AI agents and sub-agents
Manage app deployments
Access all reports and analytics
Access platform settings
Description: Manages the overall workspace within the platform.
Permissions:
Create, delete, and rename projects
Manage workspace settings
Assign Project Admin roles
Description: Manages a specific project within the platform.
Permissions:
Invite users to the project
Manage users within the project
Manage agents within the project
Manage app deployments within the project
Access project-specific reports and analytics
Description: Responsible for creating and training AI agents within a project.
Permissions:
Create and edit AI agents
Train AI agents
Access analytics for managed agents
Description: Manages app deployments within a project.
Permissions:
Create and edit app deployments
Access analytics for managed app deployments
Description: Edits and updates specific app deployments.
Permissions:
Edit app configurations
Access analytics for edited app deployments
Description: Has read-only access to specific app deployments.
Permissions:
View app configurations
Access analytics for viewed app deployments
Description: Has read-only access to data analysis and reports.
Permissions:
View data analysis and reports
Access analytics for projects and deployments
Description: Customizes SRAP features.
Permissions:
Activate SRAP
Modify Retrieval Skills
Modify Action Skills
Description: Manages service accounts within the platform.
Permissions:
Access the list of service accounts
Regenerate and revoke token access
Update service account settings
Delete service accounts
Description: Manages tasks and defines criteria for tasks within a project.
Permissions:
Create and manage tasks
Define criteria for tasks
Use the playground to analyze tasks
Description: Accesses and uses tasks created by Task Creators.
Permissions:
Access tasks created by Task Creators
Use the playground to analyze tasks
