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Chatbot Roles and Permissions

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# Chatbot Roles and Permissions

Control who can configure, view, and manage the Document360 Chatbot using role-based access.


Available Roles

Role Permissions
Owner Full access: configure, view analytics, manage all settings.
Admin Configure chatbot settings and view analytics.
Editor View analytics only; cannot change chatbot settings.
Draft Writer No chatbot access.
Reviewer No chatbot access.

Granting Access

  1. Go to Settings → Team & Security → Roles.
  2. Select the role you want to modify.
  3. Toggle the relevant Chatbot permissions.
  4. Save changes.

Chatbot-Specific Permissions

Permission Description
View Analytics Access the chatbot analytics dashboard.
Manage Chatbot Settings Edit configuration, widget, and escalation settings.
View Conversation History Access stored chat session logs.
Export Data Download analytics and conversation data.

Best Practices

  • Limit Manage Chatbot Settings to Admins and Owners.
  • Grant Editors read-only access to analytics so they can improve articles based on chatbot data.

Summary

Role-based permissions keep your chatbot secure while allowing the right team members to access the data they need to improve the user experience.