Settings

Introduction

The Settings section is a fundamental part of the Botco.ai app, central to maintaining the integrity and security of the bot's operation. This guide provides detailed instructions on managing user roles, permissions, and various settings to safeguard personal information and ensure compliance.

Overview

The Settings page is where administrators can manage account details, configure user roles and permissions, and oversee various features and functions of the bot platform. This section is crucial for maintaining the bot’s security and functionality according to organizational protocols.

Features

1. Profile Management:
• Personal Information: Users can update their personal details, including name and email, and change their password as needed.
• Roles & Permissions: Admins can assign or modify user roles, such as Administrator, Deploy, Bot Author, and Bot PII, to control the level of access each team member has.
2. User Management:
• User Roles: Users are listed with their assigned roles, delineating their responsibilities and access within the app.
• Add User: New users can be added to the platform, with roles specified upon creation to ensure proper access controls.
• Edit/Delete Users: Admins have the ability to edit user details or remove users from the platform entirely.
3. Security Settings:
• Bot PII: Permissions related to Personally Identifiable Information can be managed to comply with privacy laws and regulations.
• Compliance Features: Tools and settings that help maintain compliance with standards like HIPAA and SOC 2 are available for configuration.

Conclusion

The Settings section is instrumental in the secure and efficient management of your BotCo.ai app. By controlling user access, protecting sensitive information, and complying with security standards, you ensure that your chatbot environment is both secure and optimized for your organizational needs.

FAQ Section

1. How do I add a new user to the platform?
• Go to the 'Users' tab in Settings, and click on 'Add user.' Fill in the necessary details and assign the appropriate role.
2. What is the Bot PII role and who should have it?
• The Bot PII role allows viewing and managing personally identifiable information collected by the chatbot. It should be assigned to trusted team members who handle sensitive data.
3. How do I change my password?
• In the 'Profile' tab, enter your new password in the 'New Password' field and confirm it before saving the changes.
4. Can I customize roles and permissions?
• Yes, roles can be customized to fit the specific needs and security policies of your organization.
5. What should I do if I need to revoke a user's access?
• To revoke access, go to the 'Users' tab, find the user, and you can either edit their roles or delete the user to remove access completely.

Remember to regularly review and update your settings to reflect any changes in roles, permissions, or security requirements.