Once the Luma Virtual Agent is launched for use, you can add, edit, activate, and deactivate users within the Bot Builder interface. You can create and manage roles such as Administrator, Developer, Support Agent, and End User. Each role has specific permissions to use Bot Builder. To reduce the effort spent on the administration of skill permission, an Administrator can assign users to groups and then assign the skills to the groups.
Now let us see, how to Create Users and Manage Groups.
Create Users
Follow the below steps to Create a User:
On the User Management page, click Create User.
Enter the Username.
Specify a valid Email Address of the user
Enter the First Name and Last Name of the user.
Select the preferred language for the user.
Select the Role for the user from the list: End-User, Support Agent, Developer, Administrator
Click Create to create the user.
Manage Groups
Groups enable you to manage skill permissions and classify the Support Groups. Here you can add the users who are part of the group and therefore, have access to execute a defined set of Skills. Once the groups are created, assigning users to groups helps allocate skills to a set of users in bulk, instead of assigning them individually to each user.
You can use OOTB groups available in Luma Virtual Agent OR create your own Custom Groups.
Out-of-the-box (OOTB) Groups
These are five OOTB groups available in Luma.:
Public Group: Contains all users.
Default Administrator Group: Contains all administrators and all skills.
Default Developers Group: Contains all developers.
Default Support Agents Group: Contains all Administrators, Developers, and Support Agents.
Guests Group: The Guests Group is used for defining the skill permissions for the skills that should be accessed by anonymous or guest users.
Create a Custom Group
To create a new group, do the following:
On the Tenant Settings menu, click the User Management tab.
Click on the Create Group button.
Enter the group Name.
Provide a Description to the group.
Select group Status.
Select the Purpose of the group.
Click on the Create button.
You must first create the Group before associating Users and Skills.
Add Users to the Group
To add users to the group, do the following:
Click Add User in the Users section.
Add Skills to the Group
To add skills to the group, do the following:
Click Add Skill from the Skills section.
Choose from the list displayed on the screen, you can also search for the desired skill.
Select the required skills from the list and click Add.
Similarly, you can delete a Group by clicking on Delete Button.