Security Roles

In Atheer, a security role defines permissions for users to perform a group of tasks. \

In an out-of-the-box Atheer installation, there are 13 predefined roles with predefined sets of permissions.

These roles include Super User, User Admin, Content Admin, Insight Admin, System Admin, AiRSession Admin, and User. Each role has a certain number of set tasks it is allowed to perform that are known as “capabilities”.

The Super User has the highest level of access while the User has the least. The User role, for example, only allows the user to read content and participate in AiRSessions and Conversations but not create or manage any other  resources.

Decide which user Security Roles will be needed for your users.

There are 13 out-of-the-box security roles in Atheer Studio that can be assigned to users:

  1. AiRForm Admin: This role has the ability to create, read, update, delete, and assign AiRForms. These privileges extend to all AiRForms irrespective of the author.
  2. AiRSession Admin: This role has the ability to create, read, update, and delete AiRSessions. These privileges extend to all AiRSessions irrespective of the author.
  3. Content Admin: This role has the ability to create, read, update, delete, and assign Content. These privileges extend to all content irrespective of the author.
  4. Insight Admin: This role has the ability to access system insights, dashboards, and reports.
  5. Job Admin: This role has the permission “Assign to anyone” and enables the assignment of Jobs to any active user in the Workspace-irrespective of the team membership. The “Assign to anyone” permission comes pre-bundled in this out-of-box role called “Job Admin”; however, it can also be added to any custom roles as required.
  6. Job Manager: This role has the ability to create, read, update, delete, assign, and close jobs. These privileges extend to all jobs  irrespective of the author.
  7. Job Technician: This role has the ability to self-assign, perform, and complete  jobs.
  8. SmartFLow Admin: This role has the ability to create, read, update, delete, and execute SmartFlows. These privileges extend to all SmartFlows irrespective of the author.
  9. SmartScan Admin: This role has the ability to create, read, update, and delete SmartScans. These privileges extend to all SmartScans irrespective of the author.
  10. Super User: This role has full and complete privileges to manage every feature of the Atheer FrontlineOS.
  11. System Admin: This role has the ability to manage workspace level system settings including audiences, integrations, notifications, webhooks, SSO, and APIs.
  12. User: This is the end user role. This role has the ability to access content and other resources (AiRForms, SmartScans, etc.) made available to them as an individual or as part of an audience. This role can also create, read, update, and delete Conversations and AiRSessions. The ability to self assign and perform jobs is provided by the separate Job User role.
  13. User Admin: This role has the ability to create, read, update, and delete Users and Audiences.

NOTES:

  • All accounts must have the “User” Security Role.
  • The “Super User” role has ALL Security Role permissions.
  • Security Roles must be assigned directly and individually to user accounts.

Custom Security Roles

The out-of-the-box roles have predefined sets of capabilities and should be left the way they are and not edited. This way, when administrators sign into Atheer the default roles, they know what to expect.

However, custom security roles can be designed and created with a manually assigned set of capabilities. Please work with your Atheer Customer Success Manager to implement custom Security Roles.

 

If you have any further questions, please feel free to reach out to our customer success team right here.

 


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