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CogniVis AI
  • Getting started
    • Add your LLM
    • Add your source
    • Document sets
    • Assistants
    • Generators
    • Providers
    • User management
  • Connectors
    • Airtable
    • ClickUp
    • CogniVis Docs
    • Confluence
    • Discourse
    • Document360
    • Dropbox
    • File
    • GitHub
    • GitLab
    • Gmail
    • Google Calendar
    • Google Drive
    • Google Sites
    • Google Storage
    • Guru
    • HubSpot
    • Jira
    • Linear
    • MediaWiki
    • Notion
    • ProductBoard
    • R2
    • Request Tracker
    • S3
    • Salesforce
    • SharePoint
    • Slack
    • Teams
    • Web
    • Wikipedia
    • Zendesk
    • Zulip
  • Plugins
    • Google Analytics
    • Search Console
  • Automations
    • Simple reminders
    • Page change monitor
    • Google Analytics monitor
    • Search console monitor
    • Custom sources
  • Message bots
    • Chat widget setup
    • Slack bot setup
  • WhatsApp Bot
    • Overview
    • Adding WA bot to a group
    • Enabling private conversations
  • FAQ

User Management

User management allows you to efficiently control and organize users and groups within your system. It provides tools to add new users, create groups, assign roles, and manage permissions, ensuring that the right individuals have access to the right resources.

  • You can customize:
    • The roles and permissions assigned to each user, determining their level of access.
    • The groups they belong to, helping organize users based on common tasks or responsibilities.

Adding new users

Go to the Admin Panel, which you can find in the upper right corner of the screen.

Navigate to the “Users” section in the menu on the left side of the screen.

Click on “Create a New User.”

Enter the new user's email and set a password.

In the panel, you can assign admin roles to users and also remove them if needed.

Create user group

Go to the “Groups” section in the menu on the left side of the screen.

Click on “Create Group.”

Name the group, select connectors, users, and permissions as needed.

In the panel, you can check the properties and status of groups. You can also edit or delete them.

Permissions

Tab: Generators

Grants access to the "Generators" tab, where users can view and manage generators.

Role: Generators Admin

Allows users to fully administer generators, including editing, deleting, and managing access to them for other group members.

Role: Editor

Allows users to edit existing content or configurations within the group, but without the ability to delete them or change access permissions.

Role: Admin

Grants users full control over the group, including managing its settings, members, permissions, and all resources.

Manage: Users

Allows managing users within the group, including adding new members, removing existing ones, and editing their roles and permissions.

Manage: Settings

Allows users to modify group settings, such as the name, description, configurations, and other operational parameters.

Manage: Models

Allows users to manage models, including adding, editing, updating, or deleting them within the group.

Manage: Documents

Allows users to manage documents, including adding, editing, deleting, and controlling access to them within the group.

Manage: Connectors

Allows users to manage connectors, including configuring them, adding new ones, editing existing ones, and deleting them.

Manage: Assistants

Allows users to manage assistants, including creating, editing, updating, or deleting them within the group.

Implement AI into your business

This free and practical step-by-step course will guide you through the latest technologies and show you how you can implement them in your company.

Start learning
  • Adding new users
  • Create user group
  • Permissions
    • Tab: Generators
    • Role: Generators Admin
    • Role: Editor
    • Role: Admin
    • Manage: Users
    • Manage: Settings
    • Manage: Models
    • Manage: Documents
    • Manage: Connectors
    • Manage: Assistants
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