User Roles & Permissions

An overview of user roles and permissions within a Kognitos Agent.

There are two user roles in our platform: Admin and Member. Admins have complete control over an Agent, while Member permissions focus on drafting automations, running processes, and handling exceptions. Access to an Agent is limited to users with one of these roles.

Role Comparison

Capability	Admin	Member
Users	Can add new users to an Agent	Cannot add new users to an Agent
Playgrounds	View, create, edit, delete	View, create, edit, delete
Exceptions	View, handle, archive	View, handle, archive
Books	View, learn, edit, delete	View-only
Learnings	View, create, edit, delete	View-only
Processes	View, create, edit, delete, activate, deactivate, duplicate	View-only
Process Versions	View and restore process versions	View-only
Agent Management	Publish, export, import	Export, import (into new agents only)
Preferences	Enable beta features in user settings	Cannot update preferences

💡 Need access to a restricted feature? Reach out to your Admin to request the appropriate permissions.