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AurionAI

Roles and what they can do

3 min readBy Emmanuel Yazbeck

AurionAI gives each person one base role. Additional permissions can be assigned through additional roles. The pages that you can open also depend on your organization's product profile and plan.

Base roles

Every person who signs in to the dashboard has exactly one base role:

  • Owner: full access to the organization. Only an Owner can give the Owner role, or change or deactivate another Owner.
  • Admin: full access to the organization. The person who creates the AurionAI account gets this role.
  • Supervisor: oversees the support team. A supervisor has the permissions of an agent, except booking meetings. In the inbox, a supervisor can also assign conversations to other people and escalate them.
  • Agent: day-to-day work with conversations, contacts and calls.
  • Read-only: can view information but cannot change it.

Owner and Admin are the administrator roles. They have every permission in their own organization, with one exception for the Owner role: it currently does not see Voice Conversations.

What each role sees

  • Only administrators see Configuration in the sidebar.
  • Only administrators see Tenant Settings, Legal and Billing in the user menu.
  • Users with the Read-only role do not see KB Creator.
  • Before the organization is activated, Owner and Admin users also see Onboarding and Checklist. These items disappear after activation.

Your role is not the only condition. A page can also be hidden by:

  • The product profile. For example, Inbox is not part of the AI Voice profile. Read Product profiles.
  • The plan. Some configuration pages need a higher plan. Read Plans and limits.

Additional roles

An administrator can give a person more permissions without changing the base role. To do this, the administrator assigns additional roles to the person.

  • Administrators manage additional roles on the Roles page in Configuration. Some roles come with AurionAI. Administrators can also create custom roles with the permissions that they choose.
  • Administrators set the base role and the Additional Roles of each person on the Users page in Configuration.

The person then has the permissions of the base role plus the permissions of each additional role. For example, a person with the Read-only base role can get an additional role that lets them edit contacts.

Prerequisites

Sign in to the organization whose access you want to check.

See what your role allows

  1. Check that you are signed in to the intended organization.
  2. In the top bar, select your name or picture to open the user menu. The menu shows your email address and your base role. The role name in this menu is always in English. Tenant Owner in this menu means the Owner role.
  3. Compare your base role with the list in Base roles.
  4. Ask your administrator which additional roles are assigned to you.
  5. If a page that you need is not available, tell your administrator which task you need to complete.

Result

You know which tasks your account may perform and who can change that access.

If something goes wrong

  • A menu item is missing. A missing item can come from your role, your organization's product profile or its plan. Your administrator can check each condition.
  • You see the wrong pages. You may be signed in to a different organization. Sign out, and then sign in to the correct organization.
  • You are an administrator and a page is still missing. Check your product profile and your plan. Read Product profiles and Plans and limits. If the page is still missing, contact AurionAI support.

Still stuck? Submit a request or .