NativeChat Organization Administration

Building chatbots in an organization is a collaborative task. The NativeChat Administration tab offers a quick access to the subscription plan and role-based access control.

If you have been assigned the Administrators role for a NativeChat organization, you will see 2 top level tabs in the Progress NativeChat portal panel: Bots and Administration. The Bots tab shows all the bots in your organization and Administration contains information about your organization’s subscription plan, access groups and users, so that you can organize role-based access control to your bots.

Rename organization

To rename your organization, you open the Rename organization page located in the Administration tab.

Subscription plan

To view your subscription plan, quotas and current usage, you open the Subscription plan page located in the Administration tab.

Role-based access control

To view, create and delete access groups, you open the Access groups page located in the Administration tab.

Roles

An access group grants access to a specific set of bots with a specific role. NativeChat has 3 built-in roles: Administrators, Developers and Marketers.

  • The Administrators role grants full access to the specified set of bots, privileges to publish bots, modify the cognitive flow and training of the bot, and view the bots’ history and analytics; and access to the organization’s administration.
  • The Developers role grants restricted access to the specified set of bots with privileges to modify the cognitive flow and training of the bot, view the bots’ history and analytics and publish the bot on different channels.
  • The Marketers role grants restricted access to the specified set of bots with privileges to view the bots’ history and analytics.

Access groups

NativeChat has 3 built-in access groups: Administration, Development and Marketing.

  • The Administration access group assigns the Administrators role to the users on all bots in the organization.
  • The Development access group assigns the Developers role to the users on all bots in the organization.
  • The Marketing access group assigns the Marketers role to the users on all bots in the organization.

You can create a custom access group by clicking the Create an access group button, filling in the form and saving. This way you can give access to only a subset of the organization’s bots with a specified role to users.

Users

To invite users to your organization, assign them to specific access groups or revoke their access, you open the Users page located in the Administration tab.

To invite users, click the Add users button, fill in the form specifying all the users’ emails and an access group and then click the Invite button. An email will be sent out to each of the email addresses in the form. When a user with an email from the invite list logs in to NativeChat then, they will have access to bots form the access group in the role specified.

Api tokens

API tokens are used to programmatically call the NativeChat service and for integration with 3rd party services, e.g.: Live agent hand-off.

To generate a new api token or to delete an existing api token, you go to the API tokens page located in the Administration tab.

NativeChat has 2 types of API tokens: Read only and Full read write.

  • a Read only token may be used to execute a GET request, e.g.: to get an analytics report or the list with bots programmatically.
  • a Full read write token may be used to execute GET, POST, PATCH and DELETE requests, e.g.: to get an anlytics report or the list with bots, to modify or to delete a bot programmatically.