🔐Permissions and Roles

Admins can define and manage roles and permissions, ensuring that each team member has the appropriate access and capabilities.

Creating custom roles

A role is a group of permissions that can be granted.

Admins can create as many roles as necessary to suit the specific needs of their organization. They assign permission sets to a role, instead of assigning individual permissions.

These roles can be highly customized to grant access to only certain features or to reflect different departmental access rights. For example, you might create a role that excludes access to context management or the ability to create agents, or you might create roles for different departments with distinct access rights.

To create new roles, you can simply click on "New role" in your Admin space. You can also delete a role or multiple roles from an organization.

Customizing permissions

Permissions include the ability to view and/or use Lampi's features. For each role, you can attribute permissions in a highly customizable configuration. This allows you to tailor access and capabilities very specifically to each role.

Below is the comprehensive list of permissions you can configure:

List of Permissions:

  • Access QA

  • Access agents

  • Access chat messages

  • Access connectors

  • Access documents

  • Access meetings

  • Access notes

  • Access roles

  • Access search results

  • Access settings

  • Access workspaces

  • Create agents

  • Create chat messages

  • Create connectors

  • Create documents

  • Create meetings

  • Create notes

  • Create roles

  • Create settings

  • Create users

  • Create workspaces

  • Delete agents

  • Delete chat messages

  • Delete connectors

  • Delete documents

  • Delete meetings

  • Delete notes

  • Delete roles

  • Delete settings

  • Delete users

  • Delete workspaces

  • Manage connectors

  • Send feedback

  • Share channels

  • Share meetings

  • Sync connectors

  • Update agents

  • Update chat messages

  • Update documents

  • Update meetings

  • Update notes

  • Update roles

  • Update settings

  • Update users

  • Update workspaces

  • View QA

  • View admin settings

  • View agents

  • View browse

  • View connectors

  • View context

  • View documents

  • View links

  • View meetings

  • View notes

  • View preferences

  • View settings

  • View tools

  • View workspaces

Applying some roles or permissions might limit UI functionality for the related user.

Inviting new members

You can invite new members to join your enterprise account directly from your Admin dashboard by clicking on "New employee" and fulfill the table with his/her name, surname, e-mail address. You can indicate a password or let the new member adds it at the first connection.

More information about setting up employees.

Assigning roles and workspace access

You can assign the new members specific roles that you defined in the previous step. This ensures they have the appropriate access levels and permissions right from the start.

Admins can also define which workspaces each person (or team) can access. This is particularly useful when organizing your workspace by department and ensuring that individuals only have access to the documents and agents relevant to their department.

Best Practices and Advice

  • Define roles and permissions based on responsibilities and data sensitivity: Carefully consider the responsibilities of each role and the sensitivity of the data they will access.

  • Ensure end-users access only the information or They Are Authorized to View or Perform: Limiting access to only what is necessary reduces the risk of data breaches and helps in maintaining data integrity.

  • Organize Your Workspace by Access Rights: Structuring your workspace based on access rights ensures that only authorized personnel can access certain documents and tools, enhancing overall security and operational efficiency.

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