The Access Controls section of the Biggy AI Web App provides a single place for administrators to manage who can access your organization's data in Biggy AI. You can create and manage users, control which tasks they can perform, and which areas of the web app they have access to.
Create and manage Biggy AI users.
Determine which action plans users are able to execute.
Restrict which areas of the Biggy AI web app users can view or edit.
Determine which data sources Biggy AI can use to retrieve answers for specific users.
Customize standard Biggy AI roles and create custom roles.
Within the Roles page, you can configure roles to control permissions for your organization. Roles allow you to restrict what source data users can access, which parts of the web app they can use, and what action plans they can execute.
Two standard roles are included, but you can also create custom roles to fit your organization's needs.
The Roles Page
Biggy AI offers two standard roles:
System Admin - Allowed to execute any action plan, and edit all sections of the web app. This role cannot be edited.
Standard User - Able to execute all action plans. If a user is not assigned a role upon creation, they will receive this role by default. This role can be edited.
Role icons
Standard roles have a green icon next to the name. Custom roles have a purple icon.
Permission name | Resource Name | Access Level |
|---|---|---|
User Management | All | Edit |
Role Management | All | Edit |
Action Plan Execution | All | Execute |
Source Category | All | View |
Web App | All | View, Edit |
Permission Name | Resource Name | Access Level |
|---|---|---|
Action Plan Execution | All | Execute |
Custom roles have access to specific sections and actions within Biggy AI.
To create a new role:
Within the web app, navigate to Access Controls > Roles.
Select + Create Role.
Enter a descriptive Role Name.
In the Permissions section, select a Resource Type from the drop-down menu. See Resources for more information about the resource types available.
Select a Resource Name from the drop-down menu. To provide access to all of the available resources, select All.
Under Actions, specific actions are enabled by default. Click an action name to disable it if necessary.
Disabling actions
If a resource only has one action type available, and that action is disabled, you cannot add the permission to roles.
Click Add Permission to add it to the role. It then appears in the Enabled Permissions section on the right side of the pane.
(Optional) Repeat steps 4-7 to add additional permissions to the role.
Click Create Role to save the role.
Manage enabled permissions
Click the Delete icon on the permission name to remove it from the list.
If there are a large number of permissions for a role, use the search bar to filter the enabled permissions list to find what you need.
The following resource types are available for building roles for Biggy AI:
Resource Type | Description | Actions |
|---|---|---|
Action Plan Execution | Determines which action plans Biggy AI is able to execute for a user. In the Resource Name selection, you can choose from the action plans your organization has enabled or select All. | Execute |
Data Access | Determines which indexed data Biggy AI is able to use to answer questions or perform tasks for a user. In the Resource Name selection, you can choose from the data sources your organization has enabled or select All. | View |
User Management | Provides access to the Users page in the web app. | Edit |
Role Management | Provides access to the Roles page in the web app. | Edit |
Biggy Web | Determines which areas of the web app a user is able to view or edit. In the Resource Name selection, you can choose from the specific sections of the web app or select All. | View, Edit |
Adding a user to a role provides them with access to all of the resources configured in the role. Users can be added or removed to a role from within the Roles screen.
To add a user to a role, navigate to the role that you would like to assign to a user and click Manage Users.
Users who have not been assigned a role appear on the left side in the Available section, while users who have been assigned a role appear on the right side in the Assigned section.
Manage Users screen
To assign a user to a role, select their name from the Available section. You can select multiple users at a time, or click Select All to select all of the users in the list. To find a specific user, type a name or email address into the Filter available box. Click the right arrow to move the user(s) to the Assigned section.
To unassign a user from a role, select them from the Assigned section and click the left arrow to move them to the Available section.
Click Save Changes to apply the role changes.
To edit a role, click the pencil icon.
To delete a role, click the trash can icon. The deleted role will be unassigned from all users and cannot be retrieved.
Default roles
Default roles can be edited, but not deleted.
The Users page allows administrators to manage the roles associated with Biggy AI users, and add new users to the system. You can create or delete users, view account information, and assign or remove roles.
New users
When a user interacts with Biggy AI in Slack or MS Teams, they are automatically added as a user with the Standard User role.
The Users Page
To create a new user:
In the Users page, select the Create User button.
Enter the user email associated with the user's Slack or MS Teams account. The user must already be part of your Slack or MS Teams workspace.
Select a role from the list to assign to the user.
Select Create User to save.
You can apply or remove roles from an account on the Users page.
Select one or more users from the list and select Manage Roles.
On the Manage Roles screen, you can select or deselect roles from the list.
Manage Roles
On the Users page, you can view basic information about each account such as:
Use the Search users box to filter the list to find a specific user.
Click one or more users in the list to take action on their accounts. Alternatively, click the Select all option to select all users in the list.
Select Manage Roles to assign or remove roles from the selected users.
Select Delete User to remove the user from the system.
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