User Roles & Permissions
This page allows administrators to manage and customize user roles and permissions in Protege AI. Easily create new roles, assign permissions to match specific job functions, and update access settings for existing users. With a clear, intuitive interface, this tool ensures secure and efficient collaboration by giving team members the precise access they need to perform their tasks effectively.
Log in to the Protege Dashboard. Navigate to the Protege AI platform and log in using your admin credentials.
Access User Management. Click on the Settings menu from the sidebar. Select Users to view the user management page.
Open Role Permissions. Click Edit Access, and modify the permission matrix. Press save when completed.
Log in to the Protege Dashboard. Navigate to the Protege AI platform and log in using your admin credentials.
Access User Management. Click on the Settings menu from the sidebar. Select Users to view the user management page.
Adjust Role Permissions. Review the permission matrix displayed in the pop-up window. Enable or disable specific permissions by toggling the checkmarks for each feature (e.g., Approve Claim, Content Scanner, etc.).
Verify and Save. Ensure that the selected permissions align with the user’s responsibilities. Once all necessary adjustments have been made, click Save to apply the changes.
Log in to the Protege Dashboard. Navigate to the Protege AI platform and log in using your admin credentials.
Access User Management. Click on the Settings menu in the sidebar, then select Users.
Create a New Role. Click Edit Access, then select + New Role at the top of the window.
Name the Role. Enter a clear, descriptive name (e.g., “Compliance Specialist” or “Marketing Reviewer”).
Assign Permissions. Toggle the checkboxes to enable the appropriate permissions for the role.
Save the Role. Click Save to create the role.
Assign the Role to Users. Return to the Users page, select a user, and choose the new role from the drop-down in their profile.
Note:
If you encounter any issues or have questions about managing users, please don't hesitate to contact our support team at [email protected]. We're here to assist you throughout the process.
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