You can now fully customize permissions for each team member within your Chatvolt account. This flexibility ensures that every user has the appropriate level of access to perform their tasks—without compromising security or exposing sensitive data.

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Overview of the New Permission System

  1. Agent Permissions: Specify the level of access (view, update, or delete) each user has for each Agent.
  2. Module Permissions: Define which modules or pages a user can access and what actions they can perform.

By combining these two layers, you can tailor precisely how much control each user has over your Chatvolt workspace.

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Agent Permissions

In addition to module permissions, you can define permissions for each individual agent:

  • View: Determines if the user can see this agent in the list.
  • Update: Determines if the user can edit the agent’s settings.
  • Delete: Determines if the user can delete the agent completely.

These permissions are assigned in the modal that appears when clicking the Engine Icon for a specific member. At the top of the Agent Permissions section, you can:

  • Set All to View, Update, Delete: Enable all permissions for all agents.
  • Disable All Permissions: Disable all permissions for all agents at once.

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Module Permissions

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1. Admin

  • If Admin is true, the member has full access to all features and settings.
  • If Admin is false, the granular permissions defined in pages will determine what the user can do.

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2. Pages

Each module (or page) in Chatvolt has specific permissions:

  • inbox

    • Manage All Messages: Can manage all conversations (Mark all as read, Resolve all, Delete Conversations and Conversations Variables ).
    • Only View Human Requested: Can only see conversations that had human interactions.

  • settings

    • Api Keys: Manage API keys.
    • Billing: Manage invoices and billing information.
    • Llm Keys: Manage LLM keys (e.g., ChatGPT, Claude, etc.).

  • agents

    • View: View the agent list.
    • Create: Create new agents.

  • forms

    • View: View existing forms.
    • Create: Create new forms.

  • datastores

    • View: View data repositories.
    • Create: Create new data repositories.
    • Settings: Access the configuration settings of the datasource (e.g., update and delete operations).
    • Datasources:
      • Create: Create new datasources.
      • Update: Update existing datasources.
      • Delete: Delete datasources.

  • contacts

    • View: View contacts and related information.

  • analytics

    • View: View reports and analytics metrics.

Note: If Admin is true, all permissions above are automatically set to true, granting full access.

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Example: Common Role Configurations

Many teams prefer permission presets similar to the following roles. You can recreate these roles using the new permission system:

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1. ADMIN

  • Admin: true
  • Full control over all settings, billing, API keys, and team permissions.
  • Full access to all agents (View, Update, Delete).

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2. USER

  • Admin: false
    • Inbox > Manage All Messages: true
    • Settings > Api Keys: false
    • Settings > Billing: false
    • Settings > Llm Keys: false
    • Agents > View: true
    • Agents > Create: true
    • (Other permissions configured as needed)
  • Agent Permissions may vary; they might have View and Update for some agents but be restricted from Delete.

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3. SUPPORT

  • Admin: false
    • Inbox > Manage All Messages: true or false, depending on support policies.
    • Contacts > View: true
    • Agents > View: false or true, for consultation purposes.
    • (All other module permissions should be false)
  • Agent Permissions: Typically only View or even no access to agents, depending on requirements.

You have full control over customizing each permission according to your workflow.

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How to Assign and Manage Permissions

  1. Navigate to Settings
    Access the Settings menu on the Chatvolt dashboard.

  2. Select Organization
    Go to the Team card to see all organization members.

  3. Open Permissions Modal
    Click on the Engine Icon for a specific user. This will open the detailed permission settings.

  4. Configure Module Permissions

    • Choose whether the user is an Admin or not.
    • Adjust module permissions by enabling or disabling specific options.

  5. Configure Agent Permissions

    • In the agents list, enable or disable View, Update, or Delete as needed.
    • Use the bulk action buttons to quickly assign or revoke permissions.

  6. Save Your Changes
    Once finished, permissions will be automatically updated.

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Best Practices

  1. Least Privilege Principle
    Always grant the minimum permissions required for each user to perform their tasks.

  2. Regular Reviews
    Periodically review permissions to ensure they remain appropriate. Users’ roles may change over time.

  3. Audit Logs
    Keep track of changes to user permissions and roles for compliance and security.

With this new Permissions feature, you have full control over what each team member can see, modify, or delete within your Chatvolt workspace—both at the module level and for individual agents.

Have questions? Contact support for assistance in configuring the ideal permission settings for your team.

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