Role Permissions

Understand and configure the comprehensive permission system in eeV.ai.

Permission Structure

Permissions are organized into functional categories:

1. Integration (7 permissions)

• VIEW-INTEGRATION: View integration settings
• ADD-INTEGRATION: Create new integrations
• ADD-CHANNEL: Add communication channels
• ADD-ANALYTICS: Add analytics integrations
• REMOVE-INTEGRATION: Delete integrations
• REMOVE-CHANNEL: Remove channels
• REMOVE-ANALYTICS: Remove analytics

2. Agents (4 permissions)

• VIEW-AGENT: View agent configurations
• ADD-AGENT: Create new AI agents
• MODIFY-AGENT: Edit agent settings
• REMOVE-AGENT: Delete agents

3. Knowledge Base (8 permissions)

• VIEW-KNOWLEDGE-BASE: Access knowledge base
• ADD-KNOWLEDGE-BASE: Create articles
• MODIFY-KNOWLEDGE-BASE: Edit content
• REMOVE-KNOWLEDGE-BASE: Delete articles
• VIEW-CATEGORIES: View categories
• ADD-CATEGORIES: Create categories
• MODIFY-CATEGORIES: Edit categories
• REMOVE-CATEGORIES: Delete categories

4. Analytics and Reports (6 permissions)

• VIEW-ANALYTICS: Access analytics dashboard
• VIEW-REPORTS: View generated reports
• EXPORT-REPORTS: Download report data
• CREATE-CUSTOM-REPORTS: Build custom reports
• MODIFY-REPORTS: Edit existing reports
• DELETE-REPORTS: Remove reports

5. User Management (12 permissions)

• VIEW-ROLES: See role configurations
• ADD-ROLES: Create new roles
• MODIFY-ROLES: Edit role settings
• REMOVE-ROLES: Delete roles
• VIEW-USERS: Access user list
• ADD-USERS: Create user accounts
• MODIFY-USERS: Edit user details
• REMOVE-USERS: Delete users
• VIEW-DEPARTMENTS: See departments
• ADD-DEPARTMENTS: Create departments
• MODIFY-DEPARTMENTS: Edit departments
• REMOVE-DEPARTMENTS: Delete departments

Permission Assignment Guidelines

Super Admin Roles

• Typically have all permissions
• Can override permission restrictions
• Should be limited to key personnel

Agent Admin Roles

• Focus on operational permissions
• Limited administrative access
• Tailored to specific job functions

Security Considerations

• Regularly audit permission assignments
• Remove unused permissions
• Monitor permission usage
• Implement approval workflows for sensitive permissions