Permissions and Permission Sets

Permissions and permission sets in the Five9 Administrator Console control the features or functions users can perform. This section discusses how to assign the user permissions required to view the Studio card in Admin Console, analyze data, manage tasks and build call flows, manage content items, discover templates in the task library, and manage account provisioning.

Note: Only admins with permission to create and edit users can assign permissions on the Manage Users page. Contact your administrator to obtain these permissions.


  1. Select Users on the Admin Console home page.

  2. Select the user hyperlink on the Users page.

  3. Select the Permissions tab and select All Permissions.

    permissions tab

  4. Type the permission group name from the table in Studio Permissions into the search field or scroll the list to the permission group, and select the desired permissions or group.

    permissions

  5. Select Done.

To assign the same permissions to multiple users, create a permission set (see Permissions and Permission Sets in the Five9 Admin Console documentation).

Example:

Create a permission set and assign to users.

  1. Select Manage Users > Permission Sets > Create.

  2. Give the permission set a name. Call it IVA Studio Designer.

  3. Select the Studio parent tab to select all Studio permissions. Deselect the permissions the users do not require. Permission Studio > admin > View Studio (IVA platform) is required.

  4. Select Users > Add and select the users who should receive this permission set.

  5. Select Done.

If you cannot create a permission set, contact your Admin Console administrator to either grant you access or complete the steps for you.

  1. Select Users on the Admin Console home page.

  2. Select the user hyperlink on the Users page.

  3. Select the Permissions tab and select All Permissions.

    permissions tab

  4. Type the permission group name from the table in Studio Permissions into the search field or scroll the list to the permission group, and select the desired permissions or group.

    permissions

  5. Select Done.

For more information on assigning permissions, see Permissions and Permission Sets in the Five9 Admin Console documentation.

Studio Permissions

This section presents the individual user permissions required to view the Studio card on the Admin Console home page and access the described features. The Studio permissions are:

Group

Subsets

 

 

Documentation

Permission

Description

Studio

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

admin

 

 

 

View Studio (IVA platform)

Required You must enable this permission for the user to see the Studio card in Admin Console.

analyse

 

 

 

 

 

live-virtual-agent-tracking

Live Virtual Agent Tracker

View live virtual agent tracking

Users can view live session usage and peak session usage of the virtual agents in use by the Studio account

reports

 

Report Templates

 

View analysis reports

Users can view the configuration of report templates. To view, manage, and generate the reports built on these templates, refer to the Studio Build Content Reports permission.

Edit analysis reports

Users can manage report templates. To view, manage, and generate the reports built on these templates, refer to the Studio Build Content Reports permission.

user-activity

User Activity

View user activity

Users can view activity in the Studio account by Studio users

virtual-agent-usage

Virtual Agent Usage

View virtual agent usage analysis

Users can view the usage of virtual agent services broken down by various channels and feaures including voice and chatbot

build

 

 

 

 

 

 

 

 

 

 

content

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

custom-forms

 

Custom Forms

 

View custom forms

Users can view the configuration of custom form types in the Studio account

Edit custom forms

Users can manage custom form types in the Studio account

data-stores

 

Datastores

 

View data stores structure and data

Users can view datastores (configuration, structure, and data) in the Studio account

Edit data stores structure and data

Users can manage datastores (configuration, structure, and data) in the Studio account

dynamic-forms

 

 

 

View dynamic forms

Users can view the configuration of dynamic form types in the Studio account

Edit dynamic forms

Users can manage dynamic form types in the Studio account

files

 

Files

 

View files

Users can view the file URL of file content items in the Studio account

Edit files

Users can manage file content items in the Studio account

holidays

 

Holidays

 

View content holidays

Users can view the configuration of holiday content items in the Studio account

Edit content holidays

Users can manage holiday content items in the Studio account

intents

 

 

 

View intent

Users can view the configuration of intent content items in the Studio account

Edit intents

Users can manage intent content items in the Studio account

javascript-functions

 

Functions

 

View javascript functions

Users can view the configuration of JavaScript functions in the Studio account

Edit javascript functions

Users can manage JavaScript functions in the Studio account

open-forms

 

Open Forms

 

View open forms

Users can view the configuration of open form types in the Studio account. Open form types use a natural language processing (NLP) engine to match intents and entities of interest.

Edit open forms

Users can manage open form types in the Studio account. Open form types use a natural language processing (NLP) engine to match intents and entities of interest.

prompts

 

Prompts

 

Prompts read

Users can view the configuration of prompt content items in the Studio account

Prompts write

Users can manage prompt content items in the Studio account

reports

 

Reports

 

View content reports

Users can view reports built on a report template and generated using data in a datastore or the system log

Edit content reports

Users can generate and manage reports built on a report template using data in a datastore or the system log

variables

 

Variables

 

Variables read

Users can view variables and their default values in the Studio account

Variables write

Users can manage variables in the Studio account

tasks

 

 

Tasks

 

 

Lock/Protect tasks

Users can lock and unlock tasks. Locked tasks cannot be edited.

View tasks

Users can view the task call flow in preview mode

Edit tasks

Users can manage tasks

discover

 

 

 

task-library

 

Task Library

 

View task library

Users can view templates published to the task library

Edit task library

Users can view templates published to the task library and create tasks from published templates

manage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ac-profile

 

Account Profile

 

View account profile

Users can view settings for the Studio account such as the date format, time zone, and configuration of alerts

Edit account profile

Users can edit settings for the Studio account such as the date format, time zone, and configuration of alerts

api-keys

 

API Keys

 

View API keys

Users have no access to API keys. The Studio account uses API keys to authenticate access to Studio public APIs.

Edit API keys

Users can manage API keys to authenticate access to Studio public APIs

auth-profiles

 

Authentication

 

View authorization profiles

Uses can view non-sensitive information on existing authentication profiles that the Studio account uses to retrieve data from external web services (integration node) and import and export tasks

Edit authorization profiles

Uses can manage authentication profiles that the Studio account uses to retrieve data from external web services (integration node) and import and export tasks

dnis-pool

 

DNIS Pool

 

View DNIS pools

Users can view DNIS pools, the numbers assigned to each pool, and the numbers currently allocated to a call, as used by the screenpop transfer node

Edit DNIS pools

Users can manage DNIS pools as used by the screenpop transfer node

email-profiles

 

Email Profiles

 

View email profiles

Users can view the configuration of email profiles used in the call flow by send email nodes

Edit email profiles

Users can manage email profiles used in the call flow by send email nodes

node-logging-profiles

 

Node Logging Profiles

 

View node logging profiles

Users can view node logging profiles that contain the details for a custom webhook or Firebase database to receive Studio events generated from tasks in real time

Edit node logging profiles

Users can manage node logging profiles that contain the details for a custom webhook or Firebase database to receive Studio events generated from tasks in real time

payment-profiles

 

Payment Profiles

 

View payment profiles

Users can view payment profiles used by payment nodes to process credit card transactions. The payment profile connects to the payment gateway and may include additional parameters.

Edit payment profiles

Users can manage payment profiles used by payment nodes to process credit card transactions. The payment profile connects to the payment gateway and may include additional parameters.

sms-profiles

 

SMS Profiles

 

View SMS profiles

Users can view the configuration of SMS profiles used in the call flow by send SMS nodes

Edit SMS profiles

Users can manage SMS profiles used in the call flow by send SMS nodes

wsl-profiles

 

WellSaid Labs Profiles

 

View Well Said Labs profiles

Users can view profiles to WellSaid Labs voices. The voices are automatically available to the Studio prompts content item (virtual voice over).

Edit Well Said Labs profiles

Users can manage profiles to WellSaid Labs voices. The voices are automatically available to the Studio prompts content item (virtual voice over).