Configuring chatbot permissions

In BMC Helix Virtual Agent, all chatbots are available to end users by default. If you want only a specific user role or a group of users to be able to access a particular chatbot, then you need to set permissions. You must configure the permission settings in BMC Helix Virtual Agent to provide permission to a user role or any specific group to access a chatbot. Other users will be limited from accessing that chatbot. The system will display an error message if other users belonging to a different role or group try to use the chatbot.  You can update the permission settings for any chatbot across multiple applications, and not just for BMC Chatbot bundle and the default BMC chatbot.

Example 1

Ajay, a case business analyst wants to set permissions for two users from two different companies. The users have two separate group IDs in BMC Helix ITSM according to the respective companies. Based on that, Ajay adds the permission settings for the users while creating the chatbot. 

Example 2

Ajay, a case business analyst wants to set permissions for two users from two different departments in the same company. The users have two separate group IDs in BMC Helix ITSM according to the respective departments. Based on that, Ajay adds the permission settings for the users while creating the chatbot. 

Related topics

To configure permissions for BMC Helix Virtual Agent

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select BMC Helix Chatbot. 
  3. On the Chatbots tab, select BMC Chatbot.
  4. On the General tab, click Edit in the Permissions pane.
  5. Click Add Permission, and customize the permission settings:
    1. Select Role and specify the user roles who can access the chatbot
    2. Select Group and select the user groups who can access the chatbot.
      Chatbot permission.png

  6. Click Save.
    After saving, chatbot permissions are enabled in BMC Helix Virtual Agent. 

    Permission configuration.png
    .

After you log in to BMC Helix Virtual Agent, only the list of chatbots in which you have permission to access are displayed.

Bot permission.png

Important

If you are upgrading from an older version of BMC Helix Virtual Agent, the permission settings are set to public for all the chatbots that exist at the time of upgrade. In that case, you will have access to all the existing chatbots available before the upgrade. For a new installation, and to access a new chatbot based on user roles and groups, permission settings need to be enabled. 

 

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