User & Role Management
Invite users, assign roles, and manage permissions across your workspace.
Overview
B6AI uses role-based access control. Every user has a role whose permissions determine what they can see and do. You manage people under Teams and their roles under Roles & Permission. Assign the least-privileged role that fits.
Inviting agents
- Open Teams in the left navigation.
- Click Invite and enter the person’s email.
- Choose their role and, if applicable, their department.
- Send the invite; they set a password and complete setup through the sign-in flow.
Built-in roles
B6AI ships with these roles. Each maps to a set of permissions.
| Role | Access |
|---|---|
| Enterprise Admin | Full access: teams, roles, integrations, billing, bots, analytics and settings. |
| Agent Admin | Manage bots and agents; oversee Chats, routing and canned responses. |
| Agent | Handle live conversations in Chats and work Tickets. |
Roles & permissions
Open Roles & Permission to review each role’s permissions and, where your plan allows, define custom roles scoped to exactly the permissions a group needs. Nav items and actions across B6AI appear only when the user’s role grants the matching permission.
Departments & teams
In Teams, group agents into departments so conversations can be routed to the right group (routing and the Handover to Agent node can target a department) and reporting can be sliced by team.
Deactivating agents
Deactivate a user in Teams to immediately revoke their access while keeping their history intact for reporting and audit.