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Roles in Intelligent Automation

The role-based login system will be based primarily on the presence or absence of individual Permission IDs that are associated with a user. These permission IDs will be stored in the database and loaded into memory when a user logs in.

Roles are defined in the roles database table and each role is mapped to zero or more permissions via the role_permissions table.

Each role has a level which limits what other roles a particular admin user can assign to other users. For example, a Company Administrator with level 500 could create new users for their company with any level less than or equal to 500, such as Application Designer; they could not, however, create a user with the Platform Administrator role since it would have a higher level of 800. Note that only some roles have the ability to create users.

The initial roles table will look like this:

ID Name Level
1 CTI Agent 10
2 Reports Only User 30
3 Application Maintainer 70
4 Application Designer 200
5 Product Designer 300
6 Company Administrator 500
7 Platform Administrator 800
8 Full Administrator 1000

When you log in via the User.login() method, the GUI loads in all Permission IDs by joining the users, roles, and role_permissions tables.

An important consideration is that this set of available Permission IDs is further restricted by the Licensing Engine so, without the correct licenses, even a Full Administrator role would be unable to create new products or download raw report data.

Permission Mapping

The matrix below shows which individual permissions are assigned to each role.

Those permission IDs with an asterisk (*) are candidates for restriction via the Licensing Engine.

Some permission IDs are currently unused (legacy IDs) and are marked as such in the table. They may be re-assigned in future.

ID Permission CTI Agent Report Viewer Integration Dev App Maintainer App Designer Product Designer Company Admin Platform Admin Full Admin Added in Version
1 list_users X X X Base
2 view_current_user X X X X X X X X X Base
3 view_other_user X X X Base
4 create_user X X X Base
5 update_current_user X X X X X X X X X Base
6 update_other_user X X X Base
7 delete_user X X X Base
8 switch_to_userless_company X X Base
9 update_company_contact_details X X X X X X Base
10 download_raw_report_data * X X X X X X X Base
11 deploy_to_production X X X X X X Base
12 list_products X X X Base
13 view_product * X X X Base
14 create_product * X X X Base
15 update_product * X X X Base
16 delete_product X X X Base
17 list_standard_grammars X X Base
18 view_standard_grammar X X Base
19 create_standard_grammar X X Base
20 update_standard_grammar X X Base
21 delete_standard_grammar X X Base
22 list_companies X X Base
23 view_company X X X X X X Base
24 create_company X X Base
25 delete_company X Base
26 switch_company X Base
27 list_clusters X X Base
28 view_cluster X X Base
29 create_cluster X X Base
30 update_cluster X X Base
31 delete_cluster X X Base
32 list_servers X X Base
33 view_server X X Base
34 create_server X X Base
35 update_server X X Base
36 delete_server X X Base
37 list_cpr_languages X X Base
38 view_cpr_language X X Base
39 add_or_update_cpr_language X X Base
40 delete_cpr_language X X Base
41 list_sites X X X X X X X Base
42 update_company_details X X Base
43 create_site X X X X X Base
44 delete_site X X X X X Base
45 view_standard_reports * X X X X X X X Base
46 cti_viewer * X X X X X X X X X Base
47 call_monitor * X X X X X Base
48 view_callflow X X X X X X X Base
49 rename_block X X X X X X Base
50 create_start_block X X X X X Base
51 view_start_block X X X X X X X Base
52 update_start_block X X X X X Base
53 delete_start_block X X X X X Base
54 create_message_block X X X X X X Base
55 view_message_block X X X X X X X Base
56 update_message_block X X X X X X Base
57 delete_message_block X X X X X X Base
58 create_menu_block X X X X X X Base
59 view_menu_block X X X X X X X Base
60 update_menu_block X X X X X X Base
61 delete_menu_block X X X X X X Base
62 create_customquestion_block * X X X X X Base
63 view_customquestion_block X X X X X X X Base
64 update_customquestion_block X X X X X X Base
65 delete_customquestion_block * X X X X X Base
66 create_script_block * X X X X X Base
67 view_script_block * X X X X X Base
68 update_script_block * X X X X X Base
69 delete_script_block * X X X X X Base
70 create_phonetransfer_block X X X X X X Base
71 view_phonetransfer_block X X X X X X X Base
72 update_phonetransfer_block X X X X X X Base
73 delete_phonetransfer_block X X X X X X Base
74 create_urltransfer_block X X X X X X Base
75 view_urltransfer_block X X X X X X X Base
76 update_urltransfer_block X X X X X X Base
77 delete_urltransfer_block X X X X X X Base
78 create_end_block X X X X X X Base
79 view_end_block X X X X X X X Base
80 update_end_block X X X X X X Base
81 delete_end_block X X X X X X Base
82 view_output_node X X X X X X X Base
83 update_output_node X X X X X X Base
84 login X X X X X X X X X Base
85 view_dashboard * X X X X X X X Base
86 download_recordings X X X X X X X Base
87 test_script * X X X X X Base
88 view_defaults_block X X X X X X X Base
89 update_defaults_block X X X X X X Base
90 view_prompts X X X X X X X Base
91 update_prompts X X X X X X Base
92 add_and_delete_custom_prompts X X X X X Base
93 import_callflow X X X X X Base
94 import_callflow_audio X X X X X Base
95 import_data X X X X X Base
96 import_data_audio X X X X X Base
97 export_callflow X X X X X Base
98 export_callflow_audio X X X X X Base
99 export_data X X X X X Base
100 export_data_audio X X X X X Base
101 view_product_specific_editors X X X X X X X Base
102 update_product_specific_editors X X X X X X Base
103 delete_product_specific_editors X X X X X X Base
104 view_product_specific_reports * X X X X X X X Base
105 view_cpr_prompt_list X X X X X Base
106 upload_cpr_prompts X X X X X Base
107 download_resource_files X X X X X X X Base
108 view_site_details X X X X X Base
109 update_site_details X X X X X Base
110 create_output_node X X X X X X Base
111 delete_output_node X X X X X X Base
112 save_callflow X X X X X X Base
113 create_recording_block * X X X X X Base
114 view_recording_block * X X X X X X X Base
115 update_recording_block * X X X X X Base
116 delete_recording_block * X X X X X Base
117 view_settings X X Base
118 update_settings X X Base
119 use_shock_absorber * X X X X X X X Base
120 lock_unlock_callflow * X X X Base
121 update_locked_callflow * X X X Base
122 copy_production_site_to_test_site X X X X X X Base
123 view_export X X X X X Base
124 view_import X X X X X Base
125 change_site_publicity * X X X Base
126 login_during_maintenance X X Base
127 speak_tts X X X X X X Base
128 delete_cpr_folder X X X X X Base
129 test_inbound_sms_script * X X X X X Base
130 view_admin_menu X X X Base
131 list_inbound_sms_rules * X X X X X X X Base
132 update_inbound_sms_rule * X X X X X Base
133 delete_inbound_sms_rule * X X X X X Base
134 create_inbound_sms_rule * X X X X X Base
135 view_inbound_sms_rule * X X X X X X X Base
136 flush_server_settings X X Base
137 list_roles X X Base
138 view_role X X Base
139 update_role X X Base
140 create_role X X Base
141 delete_role X X Base
142 list_phone_number_rulesets X X Base
143 view_phone_number_ruleset X X Base
144 update_phone_number_ruleset X X Base
145 create_phone_number_ruleset X X Base
146 delete_phone_number_ruleset X X Base
147 export_product * X X X Base
148 import_product X X X Base
149 list_opening_hours_rules X X X X X X Base
150 view_opening_hours_rule X X X X X X Base
151 update_opening_hours_rule X X X X X X Base
152 create_opening_hours_rule X X X X X X Base
153 update_weights * X X X X X Base
154 export_standard_grammar X X Base
155 import_standard_grammar X X Base
156 create_interceptor_block * X X X X X X Base
157 view_interceptor_block * X X X X X X X Base
158 update_interceptor_block * X X X X X X Base
159 delete_interceptor_block * X X X X X X Base
160 remember_input_block_results * X X X X X X Base
161 list_outbound_campaigns * X X X X X X X 3.0.1
162 create_outbound_campaigns * X X X X X X 3.0.1
163 update outbound_campaigns * X X X X X X 3.0.1
164 delete outbound_campaigns * X X X X X X 3.0.1
165 startstop outbound_campaigns * X X X X X X X 3.0.1
166 view_callflow_in_tree X X X X X X X 3.1.0
167 view_question X X X X X X X 3.1.0
168 create_question X X X X X X 3.1.0
169 update_question X X X X X X 3.1.0
170 delete_question X X X X X X 3.1.0
171 view_answer X X X X X X X 3.1.0
172 create_answer X X X X X X 3.1.0
173 update_answer X X X X X X 3.1.0
174 delete_answer X X X X X X 3.1.0
175 change_site_callflow_editor * X X X 3.1.0
176 store_input_block_results * X X X X X X 3.0.2
177 associate_input_block_with_task * X X X X X X 3.0.2
178 view_cli_data_settings X X 3.0.2
179 update_cli_data_settings X X 3.0.2
180 view_cpr_uploads X X X X X X 3.1.0
181 select_cpr_upload X X X X X X 3.1.0
182 download_cpr_upload X X X X X X 3.1.0
183 change_site_vertical_name X X X 3.1.6
184 create_template_site * X X X 3.1.6
185 create_mobileapp_block X 3.1.6
186 update_mobileapp_block X 3.1.6
187 view_mobileapp_block X 3.1.6
188 delete_mobileapp_block X 3.1.6
189 view_mobile_apps * X 3.1.6
190 create_mobile_apps * X 3.1.6
191 delete_mobile_apps * X 3.1.6
192 edit_mobile_apps_flow X 3.1.6
193 edit_mobile_apps_screen X 3.1.6
194 lock_unlock_visualflow * X 3.1.6
195 change_mobile_apps_publicity * X 3.1.6
196 change_mobile_apps_active_status * X 3.1.6
197 edit_mobile_apps_name X 3.1.6
198 edit_mobile_apps_description X 3.1.6
199 deploy_mobile_apps * X 3.1.6
200 rollback_mobile_apps * X 3.1.6
201 upload_theme * X 3.1.6
202 edit_test_numbers * X 3.1.6
203 list_mobile_apps * X 3.1.6
204 export_callflow_grammars X X X X X 3.1.7
205 import_callflow_grammars X X X X X 3.1.7
206 view_customer_journey_reports * X X X X X X 3.1.7
207 lock_or_unlock_user X X X 3.1.8
208 update_user_forcepassword_status X X X 3.1.8
209 list_personas X X X X X X 3.2.0
210 view_persona X X X X X X 3.2.0
211 edit_persona X X X X X 3.2.0
212 create_persona X X X X X 3.2.0
213 delete_persona X X X X X 3.2.0
214 assign_personas_to_site X X X X X 3.2.0
215 reset_company_health_date * X X X X X X 3.2.0
216 display_health_error_thresholds * X X X X X X 3.2.0
217 update_health_error_thresholds * X X X X X X 3.2.0
218 create_mobile_start_block * X X X X X 3.2.0
219 update_mobile_start_block * X X X X X 3.2.0
220 delete_mobile_start_block * X X X X X 3.2.0
221 view_mobile_start_block * X X X X X X X 3.2.0
222 create_mobile_settings_block * X X X X X 3.2.0
223 update_mobile_settings_block * X X X X X 3.2.0
224 delete_mobile_settings_block * X X X X X 3.2.0
225 view_mobile_settings_block * X X X X X X X 3.2.0
226 create_mobile_tabs_block * X X X X X 3.2.0
227 update_mobile_tabs_block * X X X X X 3.2.0
228 delete_mobile_tabs_block * X X X X X 3.2.0
229 view_mobile_tabs_block * X X X X X X X 3.2.0
230 create_mobile_link_block * X X X X X 3.2.0
231 update_mobile_link_block * X X X X X 3.2.0
232 delete_mobile_link_block * X X X X X 3.2.0
233 view_mobile_link_block * X X X X X X X 3.2.0
234 create_mobile_screen_block * X X X X X 3.2.0
235 update_mobile_screen_block * X X X X X 3.2.0
236 delete_mobile_screen_block * X X X X X 3.2.0
237 view_mobile_screen_block * X X X X X X X 3.2.0
238 view_mobile_apps_details * X X X X X 3.2.0
239 update_mobile_apps_details * X X X X X 3.2.0
240 view_mobileflow * X X X X X X X 3.2.0
241 save_mobileflow * X X X X X X 3.2.0
242 update_locked_mobileflow * X X X 3.2.0
243 create_template_mobile_apps * X X X 3.2.0
244 create_mobile_logon_block * X X X X X 3.2.0
245 update_mobile_logon_block * X X X X X 3.2.0
246 delete_mobile_logon_block * X X X X X 3.2.0
247 view_mobile_logon_block * X X X X X X X 3.2.0
248 view_company_health_details * X X X X X X X 3.2.0
249 view_demo_menu * X 3.2.1
250 populate_dashboard_demo_data * X 3.2.1
251 delete_dashboard_demo_data * X 3.2.1
252 view_cli_data_records X X X X X X 3.2.2
253 update_cli_data_records X X X X X 3.2.2
254 clear_cli_data_records X X X X X 3.2.2
255 view_integration X X X X X 3.2.2
256 create_integration X X X X 3.2.2
257 update_integration X X X X 3.2.2
258 delete_integration X X X X 3.2.2
259 export_excel_prompt_list X X X X X X X 3.2.2
260 import_excel_prompt_list X X X X X X 3.2.2
261 call_monitor_generate_cyara_testcase X X X X X 3.2.2
262 list_certificates X X 3.2.3
263 update_certificate X X 3.2.3
264 delete_certificate X X 3.2.3
265 create_certificate X X 3.2.3
266 view_certificate X X 3.2.3
267 generate_certificate X X 3.2.3
268 virtual_call X X X X X 3.2.3
269 edit_site_parameters X X X X X 3.2.4
270 list_visual_apps X X X X X X X 3.2.4
271 create_visual_apps X X X X X 3.2.4
272 delete_visual_apps X X X X X 3.2.4
273 view_visual_apps_details X X X X X X X 3.2.4
274 update_visual_apps_details X X X X X 3.2.4
275 list_themes X X X X X X X 3.5.0
276 create_themes X X X X X 3.5.0
277 edit_themes X X X X X 3.5.0
278 delete_themes X X X X X 3.5.0
279 view_company_authentication_key X X X X X 3.5.0
280 view_indy_sharedscript X X X X X X X 9.0.003.00
281 create_indy_sharedscript X X X X X X 9.0.003.00
282 update_indy_sharedscript X X X X X X 9.0.003.00
283 delete_indy_sharedscript X X X X X X 9.0.003.00
284 view_indy_httpsettings X X X X X X X 9.0.003.00
285 create_indy_httpsettings X X X X X X 9.0.003.00
286 update_indy_httpsettings X X X X X X 9.0.003.00
287 delete_indy_httpsettings X X X X X X 9.0.003.00
288 view_indy_envsettings X X X X X X X 9.0.003.00
289 create_indy_envsettings X X X X X X 9.0.003.00
290 update_indy_envsettings X X X X X X 9.0.003.00
291 delete_indy_envsettings X X X X X X 9.0.003.00
292 create_indy_deployment X X X X X X 9.0.003.00
293 delete_indy_deployment X X X X X X 9.0.003.00
294 rollback_indy_deployment X X X X X X 9.0.003.00
295 import_indy_integration X X X X X X 9.0.003.00
296 export_indy_integration X X X X X X 9.0.003.00
297 indy_deploy_to_production X X X X X X X 9.0.003.00
298 view_indy_jdbcconfig X X X X X X X 9.0.003.00
299 create_indy_jdbcconfig X X X X X X 9.0.003.00
300 update_indy_jdbcconfig X X X X X X 9.0.003.00
301 delete_indy_jdbcconfig X X X X X X 9.0.003.00
302 configure_number_entry_retry_timeout_prompts X X X X X 9.0.101.00
303 update_protected_callflow 9.0.104
304 view_phrasehints X X X X X X 9.0.108
305 create_phrasehint_group X X X X X 9.0.108
306 delete_phrasehint_group X X X X X 9.0.108
307 create_phrasehint_upload X X X X X 9.0.108
308 delete_phrasehint_upload X X X X X 9.0.108
309 download_phrasehints X X X X X X 9.0.108
This page was last edited on June 21, 2023, at 10:59.
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