User and Group Management

Owned by Bhavani.tvr (Unlicensed)
Last updated: Jan 29, 2021 by sneha.tripathi
2 min read

Once the Luma Virtual Agent is configured, you can add, edit, activate, and deactivate users using the Bot Builder interface. You can add and manage users with different roles such as Administrator, Developer, Support Agent, and End-User. Each role has specific permissions to use the Bot Builder.

To reduce the effort spent on the administration of skill permission, an Administrator can create User Groups. Groups in Luma are used to manage skill permissions and representing the support group activities. You may create Custom groups for different departments and teams in your organization, assign users and provide skill execution permission.

User Administration in Bot Builder allows Manage Users and Groups in Luma Virtual Agent.

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.

You can use OOTB groups or create your own Custom Groups.

Create Users

Follow the below steps to Create a User:

  1. On the User Management page, click Create User.

  2. Enter the Username. 

  3. Specify a valid Email Address of the user

  4. Enter the First Name and Last Name of the user.

  5. Select the preferred language for the user.

  6. Select the Role for the user from the list: End-User, Support Agent, Developer, Administrator.

  7. Click Create to create the user.

Based on the Role selected, the user is assigned to Out-of-the-box (OOTB) Default Groups. This group determines the sections user will be able to access in the Bot Builder application and the Suggest skill to be recommended to the user.

Create a Custom Group

To create a new group, do the following:

  1. On the Tenant Settings menu, click the User Management tab.

  2. Click on the Create Group button.

    1. Enter the group Name.

    2. Provide a Description to the group.

    3. Select group Status. 

  3. Select the Purpose of the group.

  4. 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:

  1. Click Add User in the Users section.

Add Skills to the Group

To add skills to the group, do the following:

  1. Click Add Skill from the Skills section.

  2. Choose from the list displayed on the screen, you can also search for the desired skill.

  3. Select the required skills from the list and click Add. 

Similarly, you can delete a Group by clicking on Delete Button.