Step-by-Step Guide to Creating and Assigning Custom Roles in BotMindsAI for Efficient User Management

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Step-by-Step Guide to Creating and Assigning Custom Roles in BotMindsAI for Efficient User Management

Introduction

Role-based access control (RBAC) enables or restricts access to the creators or annotators to do specific tasks in the project based on permissions defined for various roles that are configured through the platform.

Admin can create custom roles and assign privileges to the users

Add a custom role

Create a custom role and assign users to perform tailored tasks,

  • Log in to the BotMindsAI platform.

  • Select the subscription you want to use.

  • Choose the project for which you want to create custom roles.

  • Click on the Studio button.

  • Go to Settings > Permissions

  • Click on + Role button

  • Enter the Role Name, Select Action for this role, and choose the required users to be part of this role.

  • Click Create

Feel free to experiment with other available roles i.e ViewOtherUserDocuments & AssignWorkflowStage

You've successfully created your first custom role on the BotMindsAI platform ๐ŸŽ‰

User Creation

Let's look at how to onboard a new user to a specific role in the project,

  • Go to Settings > Users

  • Click on the + User button

  • Enter User Email, Select the role(s) created in the above section and click Create

    You have successfully onboarded a user with a custom role ๐Ÿฅ๐Ÿฅ๐Ÿฅ

    Conclusion

    Hopefully, you enjoyed learning how to create and assign custom roles on the BotMindsAI platform for efficient user management activities.