This feature helps organize skills and users together to define access to execute skills. For example an HR group will contain all HR skills and all HR users. This ensures that only users in that group can access the HR skills irrespective of the roles. Users in the Finance group will receive a message informing them they do not have access when attempting to execute the HR skills.
An Administrator can create, edit and delete groups to manage skills. Once the groups are created, assigning users to groups helps to allocate skills to a set of users in bulk, instead of assigning them to each user. This helps the Administrator manage which users can execute skills easily. Users can also be part of multiple groups.
Skills Builder includes an out-of-the-box group that contains all the skills and users. This simplifies access by ensuring that everyone has access to the existing skills and any newly created skills. This is called the Default Public Group. The Default Public Group cannot be edited or deleted. An Administrator can associate or disassociate skills to multiple groups. When a skill is assigned to another group, it is removed from the Default Public Group.
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An Administrator can create and edit a group. To create a user group:
An Administrator can assign users and groups to skills in order to set up more granular access. This feature is helpful if an organization has different departments, locations or business units. Each department may have different policies and software solutions that other regions do not have access to. For example, there can be different set of policies in Brazil and in Chile. When a user based in Brazil chats with Luma, they should only be able to access skills related to Brazil HR and not be able to access skills related to Chile HR policies. Skills can be executed based on the roles defined for the skills and the permissions provided to the role and user. Following is an overview of the different user roles and the permissions available to each role.
To learn about the various user roles and their respective permission, see Define Roles and Permissions. To assign skills and users to a group:
Select the required skill(s) and click Assign.
The Assign Skills list displays all the available skills and the user roles to which the skill can be assigned. |
The selected skills are listed in the Skills section.
Use the search bar to search the required skill instead of navigating through the list. |
Select the required user(s) and click Assign.
The selected users are listed in the Users section.
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This section deals with the common errors encountered by users while executing skills if the required user level access or roles are not assigned. If the skills are assigned to a role, but restricted to a user and vice versa, then they cannot execute the skill. For example, if a user is in the Self-Service role and is part of Group A and is assigned 10 skills. If the user tries to execute an 11th skill which is not assigned to Group A or the Default Public Group, then the following response appears "I am sorry you do not have access to execute the skill <skill name>", also shown below:
To resolve the response, Administrator can do the following: