Documentation > Role Access
Role Access
Follow the steps below to configure role-based access in the AiX platform.
Overview
The Role Access module allows administrators to:
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Assign roles to users
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Control access permissions
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Define which modules users can view and use
Each user must at least be assigned a role with accessible modules (functions).
Create Role Access
Step 1: Open Role Access
From the left navigation menu:
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Click User Management
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Select Role Access
Step 2: Add Role Access
Click the + Add button to create a new role access configuration.
Step 3: Select User
Choose an existing user from the system.
Step 4: Assign Roles
Select a role for the user:
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Viewer
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Editor
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User
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Super Admin
Note:
Roles are configurable and can be customized.
For more details on role configuration, refer to the section below.
Step 5: Select Modules
Choose the modules the user can access for the selected role:
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Asset
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Assistant*
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Chat
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Console
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Database
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Instant Messaging
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Knowledge Base
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Setting
Only selected modules will appear in the user’s menu.
*Assistant includes access to the Smartflow module.
Step 6: Save Role Access
Click Save button to apply the configuration.
After saving:
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The role access will be created
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A new entry (row) will appear in the Role Access table
Role Configuration
Choose an existing user from the system.
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Viewer – Read-only access
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Editor – Create, read, and update permissions
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User – Full operational access (except admin functions)
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Super Admin – Full system access
Administrators can:
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Modify existing roles
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Create new roles if needed
To manage roles:
Go to Console → System Configuration → Role
Role Permissions
Each role defines permissions across the following actions:
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Create
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Read
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Update
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Delete
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Administer
Permissions vary by role and apply across all assigned modules.
