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Roles

When inviting team members to your workspace, you can assign them one or more roles, with each role offering different granular permissions depending on their job function.

Here are the available roles and their exact permissions in PicoBot:

Admin

Section titled “Admin”

Full access to all settings and features, including inviting members, creating new AI Agents and API keys, and managing workspace billing.

Permissions:

  • Create, update, and delete projects
  • Create, view, test, and delete AI Agents
  • View analytics
  • View and update agent settings
  • View, update, and publish agents in the Builder
  • View, update, and delete conversations
  • View, update, export, and delete collected leads
  • View and update appearance settings
  • View and update knowledge base
  • View, create, update, and delete team members
  • Share AI Agents
  • View, create, and delete API keys
  • View and update billing settings
  • View usage and invoices
  • View, download, and delete exports

Editor

Section titled “Editor”

Can safely access and modify the agent builder, knowledge base, and widget appearance. Can also create AI Agents and view usage.

Permissions:

  • Create, view, and test AI Agents
  • View and update agent settings
  • View, update, and publish agents in the Builder
  • View and update appearance settings
  • View and update knowledge base
  • Share AI Agents
  • View billing and usage

Analyst

Section titled “Analyst”

Can access agent analytics, monitor conversations, and export leads.

Permissions:

  • View AI Agents
  • View analytics
  • View, update, and delete conversations
  • View, update, export, and delete collected leads
  • View, download, and delete exports
  • View billing and usage

Agent

Section titled “Agent”

Specifically designed for live-chat human handoffs. Can access and reply to user conversations.

Permissions:

  • View AI Agents
  • View, update, export, and delete conversations
  • View analytics

Billing

Section titled “Billing”

Can manage the financial aspects of the workspace.

Permissions:

  • View and update billing settings
  • View usage limits
  • View and download invoices

Viewer

Section titled “Viewer”

Read-only access. Can view the builder and test agents safely, but doesn’t have any ability to modify production settings.

Permissions:

  • View and test AI Agents
  • View the agent flow directly in the Builder