Permissions
This section describes the permission structure within Moveo.AI and is meant for account managers.
Roles
Moveo.AI implements Role-Based Access Control, which means that users are granted varying levels of permissions. The Manage access section in the account settings allows you to administer access for your colleagues. Moveo.AI assigns different permissions to each role, as outlined in the table below.
| Permission | Owner | Billing | Admin | Chat Manager | Chat Agent | Builder |
|---|---|---|---|---|---|---|
| Create, edit AI Agents | ✓ | - | ✓ | - | - | ✓ |
| Create AI Agent versions | ✓ | - | ✓ | - | - | ✓ |
| View AI Agent logs | ✓ | - | ✓ | - | - | ✓ |
| Create, edit rules | ✓ | - | ✓ | - | - | - |
| Create, edit integrations | ✓ | - | ✓ | - | - | - |
| Create, edit context bundles | ✓ | - | ✓ | - | - | - |
| Create, edit business hours | ✓ | - | ✓ | ✓ | - | - |
| Reply to users | ✓ | - | ✓ | ✓ | ✓ | - |
| Create, edit quick responses | ✓ | - | ✓ | ✓ | ✓ | - |
| Create, edit knowledge bases | ✓ | - | ✓ | - | - | ✓ |
| Create, edit environments | ✓ | - | ✓ | ✓ | - | - |
| Access analytics | ✓ | - | ✓ | ✓ | - | - |
| Edit permissions | ✓ | - | ✓ | - | - | - |
| Create, edit teams | ✓ | - | ✓ | - | - | - |
| View activity history | ✓ | - | ✓ | - | - | - |
| Update account | ✓ | - | ✓ | - | - | - |
| Invite members | ✓ | - | ✓ | - | - | - |
| Access billing | ✓ | ✓ | - | - | - | - |
| Create API keys | ✓ | - | ✓ | - | - | - |
To edit the role of each member, navigate to the Manage access page in the Account settings.
the Transfer Ownership option.
Teams
Organize your members into teams. Create a team from the Manage access menu where roles are assigned. Add existing members to a team, remove members, edit team details, or delete the team.
Members
Each account member's access is determined by the union of their individual and team roles. All user permissions are visible in the Manage access menu. For example, consider a member with a chat manager individual role, who also belongs to a team that has the builder and chat agent roles granted. This user has permissions ticked in the table above, for all three of the roles: chat manager, chat agent, and builder.
respective tab.
Invitations
Invite users to your account via the Manage access menu. Either manually select roles for the members or add them to a specific team.
Activity history
View all the latest changes in your account in the Activity history menu. This menu displays detailed records of all changes users have made in AI Agents and environments.