Roles & permissions

Discover built-in user roles and permissions or create a custom role in NLX

Permission operations

Access to resources in workspaces is defined by these operations:

• None: Cannot view a resource

• View: Can view a resource

• Edit: Can create, update, delete, or duplicate a resource

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Pre-defined roles

Each workspace may require a variety of roles and responsibilities for your team. That's why our pre-defined roles allow for easy assignment within each NLX workspace.

Account administrator

Account admins are the owners of an NLX account and bear the highest permission level. Account administrators are able to:

• Access the account dashboard

• Access all workspaces and create new ones

• Invite and manage users to the account or its workspace(s)

• Create custom roles (this feature is currently available to enterprise tiers only)

• Perform all permission operations for any workspace

This role is visible only to fellow Account admins and may be toggled on when viewing an individual user's Settings tab.

Administrator

Administrators can do everything within the NLX workspaces they are assigned. However, they are not able to invite or manage users of a workspace (Account admin required). Administrators have access to:

• Full permission operations on all resources within an assigned workspace

Developer

Developers are able to create and modify technical resources. Developers have access to:

• Edit operations on Integrations, custom API integrations, Knowledge bases, Context variables, Modalities, and Secrets
• View operations on all other resources in a workspace

Content manager

Content managers are able to create and modify non-technical resources. Content managers have access to:

• Edit operations on Flows, Slots, Voice+ scripts, Knowledge bases, and Translations
• View operations on all other resources in a workspace

Analyst

Analysts have access to resources in a workspace that evaluate application performance without disturbing resources in production. Analysts have access to:

• Edit operations on Analytics, Training, and Conversation history
• All other resources in the workspace are inaccessible

Read-only

Read-only roles have visibility into all resources of a workspace to observe or monitor content but cannot edit anything within the workspace.

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Custom roles

This feature is currently available to enterprise tiers only.

Creating a custom role allows you to specify what access entails for a user in an NLX workspace. You may define the permission operations allowed for each resource.

Only Account administrators are able to create and assign custom roles in an NLX account:

• From your NLX account dashboard, select Roles from the navigation menu
• Click New role

• Enter name of custom role > Click Create

• Expand each resource section under Permissions to specify None, View, or Edit operations of your custom role

• Conditional toggles are visible when expanding resources that can further refine your custom role

• Click Save

Once saved, you may select your custom role when adding/modifying a user. Edit your role any time by navigating to Roles tab of your NLX account dashboard and choosing it from the list.

By default, all permissions are set to None for each resource in your custom role. Be sure to expand each section to review all available functionality options.

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Test roles

Whether enabling a pre-defined or custom role, Account administrators may masquerade as either role to test and confirm the desired permissions and role functionality before adding teammates.

• From your NLX account dashboard, select Roles from the navigation menu
• Select an existing role in the table or create a new one

• Click ▶️ Test in upper-right
• Choose from the available workspaces in your account to try out the role > Click Test

To exit test mode, select your username from the workspace menu, and navigate back to the NLX account dashboard.