Roles and permissions
You can manage what users are allowed to do by assigning them proper roles.
Key points
There are two types of users in the Jira environment: Jira customers and internal Jira users. Users can have various roles, depending on the settings set by a Koji admin. There are a few notes to pay attention to:
The person who installed Koji gets the Koji admin role in Kbot.
A Koji admin can access the Koji backoffice and can manage other users' roles in Koji.
A Koji admin cannot change their own role.
Any new user who starts to speak with Koji in a chat will be automatically set as a Koji customer.
A Koji admin can grant customers roles in Configuration > Tenants > Tenant role setup by clicking Set in the corresponding column for a specific user.
Regardless of a person's status in Jira and the availability of the License, each person has at least one role in Koji.
If Koji cannot recognize and authenticate a user, they are considered anonymous. In this case, a user can accept Koji's offer to authenticate to get a role and start communicating.
If a portal supports anonymous access, a user must specify their contact email. After that, the user is added to the list of Jira customers with the Customer role. Learn more about anonymous portal access here.
Managing roles
There are 3 roles in Koji:
A Koji admin can talk in the chat, configure the app, manage its deployment, and its users.
A Koji analyst handles the reporting, can talk in the chat, and access the analytics.
A Customer can ask the virtual assistant questions in the portal’s chat. Users who log in to Koji for the first time get this role.
The Tenants role setup report is available to users with the Jira administrator role. Such users can modify the roles of other users, but they cannot modify their own role. If a Jira administrator wants to change their role, they need to ask another Jira administrator to do so.
To manage user roles:
Go to Configuration > Tenants > Tenants role setup to view the list of your users and their roles.
To assign a user a specific role, click Set in the corresponding column.
To narrow the search, you can enter a user’s name in the User filter field and click Refresh.
