Adding users

On Proto's AICX platform, you can add users to three different groups: Company, Bots, and Teams. Each group has its own set of permissions and functionalities. Once you've added your users to a group, you can assign them specific roles within that group, allowing you to control their access to certain features and actions on the platform. For more information on managing permissions, please refer to our documentation on the topic.

Company users

There are 2 managing roles in a Company. An Admin can manage other users in the company and access all features on the platform while a Manager have similar access except accessing the billing page, add/remove the company users and accessing the security page.

To add a new user, go to the Company icon on the bottom left corner. Select Members and click the ADD USERS button.

Within a Company on the Proto platform, there are two main roles for managing users. An Admin has complete control over the company's settings and can manage other users, as well as access all features on the platform. A Manager, on the other hand, has similar access except for a few limitations. Managers cannot access the billing page, add or remove company users, or access the security page.

To add a new user to your Company, follow these steps:

1. Click on the Company icon located at the bottom left of the screen.
2. Select "Members."

3. When you click on the ADD USERS button in your Company's Members section, a popup will appear. Enter the email address of the user you want to invite, and then click Invite. You'll then be prompted to choose the appropriate role for the new user from the list of available roles on the platform. Once you've made your selection, click ADD to finalize the invitation.

Bot users

Bot users can manage chatbots with three distinct roles: Editor, Viewer, and Annotator. Before adding a user to a bot, you'll need to create a chatbot using the BUILD page.

To add a new Bot user to a chatbot, follow these steps:

1. Navigate to the Bots tab on the left panel.
2. Select the chatbot you'd like the user to manage.
3. Choose the appropriate role for the new user from the list of available roles for the chatbot.
4. Click the ADD USERS button.

5. A popup will appear where you can enter the email address of the user you'd like to invite. Click Invite.
   Choose the appropriate role for the new user from the list of available roles on the platform, and then click ADD to finalize the invitation.

Team users

Team users are the customer support agents who chat with customers. There are two types of Team user roles: Senior Agent and Agent. Before adding users to a Team, you'll need to create a Team using the CHAT page.

To add a new Team user, follow these steps:

1. Select the Team you'd like the user to manage.
2. Choose the appropriate role for the new user from the list of available roles for the Team.
3. Click the ADD USERS button.

4. A popup will appear where you can enter the email address of the user you'd like to invite. Click Invite.
   Choose the appropriate role for the new user from the list of available roles on the platform, and then click ADD to finalize the invitation.

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Tips

You can invite multiple users to the Team simultaneously by adding their email addresses one by one and clicking Invite before clicking the ADD button.

Setting up an Account

Once the admin has added users to the Proto platform, they should receive an email from Proto in their inbox or spam folder. In the email, they need to click the Get Started button or copy and paste the link provided. This will redirect them to the sign-up page where they can set their name and password.

When setting up their password, the following requirements must be met:

• The password must be at least 8 characters long.
• The password must contain at least 1 uppercase letter.
• The password must contain at least 1 lowercase letter.
• The password must contain at least 1 digit.

Once the user has finished setting up their account, they should be able to access the Proto platform.

Delete users

To remove a user from the platform, an Admin can hover over the row with the username and click on the trash icon that appears on the right.

Reset user password

In case a user is having trouble logging in, the Admin can also resend the reset password email by clicking on the key icon on the right.

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Note

It is important to note that the invitation or reset password link provided in the email will expire within 24 hours. If the user does not set up their account within 24 hours, they will need to be reinvited.