Interested in an on-premise deployment or AI transformation? Calculate your AI costs. Call/text 📞 (571) 293-0242

Global Roles

Purpose

Assign platform-wide capabilities to individual users without building custom roles and policies. Global roles are set by tenant admins under Management → Users.


Available Roles

Analytics Viewer

Grants access to the AI Analytics dashboard on skills.iblai.app. The user can see aggregate analytics for teams they have analytics access to through team sharing. This does not grant access to analytics for specific mentors.

Billing Manager

Can view and manage platform credits (reloading credits, etc.).

Can Sell Items

Can configure items that can be sold on the platform.

Create Teams

Can create teams of individuals under Management → Teams.

Enrollment Manager

Can invite others to the platform. See Enrollment Manager Assignment for detailed setup.

List Teams

Can list teams the current user has access to. Typically used in conjunction with other permissions that require selecting teams, such as viewing aggregate analytics.

List Users

Can list users on the platform. Typically used in conjunction with other permissions that require selecting users, such as when creating teams.

Mentor Chat

Can chat with any mentor in the tenant. See Mentor Chat for scoped, per-mentor chat access.

Mentor Editor

Can chat with any mentor and view/edit all settings and information about all mentors in the tenant. See Mentor Editor for scoped, per-mentor editor access.

Mentor Viewer

Can chat with any mentor and view all settings and information about all mentors in the tenant (read-only).

Notification Manager

Can access alerts management and send notifications to users/teams they have access to through team sharing.


How to Assign a Global Role

  1. Go to Tenant Settings → Management.
  2. Open the Users tab.
  3. Select the user you want to modify.
  4. Check/Uncheck the desired roles.

Assigning some roles through team sharing will automatically enable specific global roles for that user/group such as analytics viewer, notification manager, list team, etc as necessary.

Copyright © ibl.ai | support@iblai.zendesk.com