How to create and manage groups
In Cassidy, you can manage user access and permissions through roles and groups. Roles, such as Admin and Member, determine the level of access a user has at the organization level (e.g., changing settings). Groups, on the other hand, are used to handle permissions for collections (knowledge base), assistants, and workflows.
Learn more about managing knowledge base permissions
Learn more about managing assistant permissions
Learn more about managing workflow permissions
To create and manage roles & groups in Cassidy:
Open Organization Settings: Click on your name in the bottom left of the sidebar, then click the settings icon for your organization.
*This option is only available if you're an Admin
Navigate to Groups: In the Organization Settings window, navigate to the Groups tab.
Create a new group: Click the Create Group button to create a new group, if needed.
Name the group: Enter a name for the group and click Save to create the group with the specified permissions.
Set general permissions: For each group, you can toggle on or off the following general permissions:
Edit/Add to Knowledge Base: This allows group members to make changes to the knowledge base and add new content.
Edit/Create Assistants: This enables group members to modify existing assistants and create new ones.
Edit/Create Workflows: This permits group members to edit and create workflows.
Configure specific permissions: Click Configure Permissions to set granular access controls for each assistant. You can make selections for Can View and Can Edit permissions. This means that anybody who is part of that group will have those assistants (and associated permissions) available to them.
Assign members to groups and roles: Navigate to the Team Members tab and assign members to groups and roles as needed.
Frequently Asked Questions
Can I modify a group's name? Yes, you can edit a group's name by going to the "Groups" section within the Organization Settings window, selecting the desired group, and clicking the "Edit Group" button.
Can I remove team members from a group? Yes, you can remove team members from a group by going to the group's details window and clicking the "Remove" button next to the member's name, then confirming the action.
Can a team member belong to multiple groups? Yes, a team member can be assigned to multiple groups, which allows for flexible access and permission management.
By following these steps, you can effectively manage user access and permissions in Cassidy using roles and groups. This allows you to control who has access to specific assistants and collections, ensuring that your team members have the appropriate level of access to perform their tasks efficiently and securely.