How do I add a user?

Add users to provide people in your organization access to Bold360 AI and specify roles and privileges to control what they can do in the system.

You need modify permission for Users to complete these steps.

In the AI Console, go to Admin Center > Users.
Choose (Add new user).
Specify a username, enter the user's email address and provide the user's real name.
Important: Make sure the email address you provide is valid and unique to this user in the system.
Select a user role.
- Account Manager: Can control any aspect of the Bold360 AI account, that is, access the analytics, answer tickets, manage the knowledge base. You can't change the advanced credentials for an account manager.
- Account Watcher: Provides read-only privileges, that is, the user can only review the knowledge base and the analytics, but they can't answer tickets.
- Agent: Can only answer tickets, can't review the analytics.
- Knowledge Base Manager: Can edit the knowledge base, manage users and review the analytics.
  Note: See How to choose a role for a user? for more information about these roles.
Select Add/Update to add the new user.
Optional: In the list of users, find and select the user you just created.
Optional: You can create user groups to further control what users have access to.
See What are user groups? to learn more.

Optional: Expand the Advanced Credentials and adjust the settings as required.

Name	Options
Users	Modify: The user can change the credentials of other users. View : The user can view the credentials of other users, but can't modify those. None: The user doesn't have access to the Users menu.
Analytics	Modify: The user can run, export, and save reports. View: The user can run and export reports, but can't create new saved reports. None: The user doesn't have access to the Analytics menu. Note: The Analytics section also includes the touchpoints and the voices sections.
Inbox	Modify: The user can access the ticketing system and answer tickets. View: The user can only view tickets, but can't answer them. None: The user doesn't have access to the Ticketing menu.
Chat	Modify: The user can modify the options on the Chat pages of the Bold360 AI platform. View: The user can only view the chat settings, but can't modify them. None: The user doesn't have access to the Chat pages of the Bold360 AI platform.
Knowledge-Base	Modify: The user can create, modify, and delete articles in the Knowledge menu of the Bold360 AI platform. View: The user can view articles, but can't create, modify, or delete content in the Knowledge menu. None: The user doesn't have access to the Knowledge menu.
Publishing Center	Modify: The user can create, modify, and delete content on theKnowledge > Suggested Content page. View: The user can view the content on the Knowledge > Suggested Content page, but can't create, modify, or delete any content. None: The user does not have access to the Knowledge > Suggested Content page.
Settings	Modify: The user can modify the options on the Admin Center pages of the Bold360 AI platform such as context, account health, or ticketing rules. View: The user can only view the account settings, but can't modify them. None: The user doesn't have access to the Admin Center pages of the Bold360 AI platform.
Voices	Modify: The user can delete voices. View: The user can assign voices and mute/unmute voices. None: The user can access Search Optimizer and can open items assigned to them.