Role Permissions

Dictionary

Permission	Applies to:	Definition
Account	Portal	Provides access to Account Settings found under the Manage tab on the online InSkill platform. Here you can update the Logo, Name, GPT Disclaimer, CSS, and Languages
Copilots	Portal	Gives the person access to creating new copilots. There are two options available: Can View or Can Edit
Assets	Portal	Gives the person access to assets + groups. There are two options available: Can View or Can Edit
Copilot Expertise	Portal	Gives the person access to expertise found on the Manage tab. Allows for expertise in Copilots (i.e. tasks, steps, resources), Account Resources (Including Shared), and Glossary.
InSkill Apps	App	Provides access to person being able to use the InSkill app found in the phone’s app store.
InSkill Portal	Portal	Provides access to the tasks found on InSkill tab on the online InSkill website. (Website: expert.inskill.ai)
InSkill GPT	Portal & App	Provides access to person to be able use and interact with InSkill GPT found on the InSkill Tab.
Intelligence	Portal	Provides person access to the Intelligence tab in the InSkill portal. This allows access to Reports, Data, and GPT
Team	Portal	Provides access to the admin tab on the InSkill website. Here you will be able to access Team, Customers, User Log, and Security. Two options are available: Can View or Can Edit
Roles	Portal	Can create/edit new roles. (Cannot edit default roles from InSkill)

Access Level Dictionary

Access level is an important concept to InSkill. Through access levels, an author can restrict certain access throughout the website. Restriction can be done at the resource, task, or customer publishing level. InSkill has organized so your team can easily implement. Role levels available are User 1, User 2, User 3, Tech 1, Tech 2, Tech 3, and Expert. InSkill recommends the following designations:

User Type	Role Level
Customer	User 1, User 2, & User 3
Employee	Tech 1, Tech 2, Tech 3, & Expert

Portal Users vs App Users

It is important to remember that using the online portal requires signing in with an email and password. Login information will be created after adding the new member to the team. If you want the user to access the portal, please remember to provide an email associated with the user. On the other hand, if the new user is only going to use the application, then an email is not required. Instead, the account administrator can access the team member and extract the QR code associated with them. From here they can download the app and scan the QR code to join the account.