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Assign Agent Builder roles to users

Learn how to assign Agent Builder roles to users in the Reltio Console so they can create or approve agents within a tenant.

Agent Builder uses four roles to control who can create and approve agents. As an admin, you assign these roles to users in the Console on a per-tenant basis. A user can hold different roles across different tenants.

For more information about Agent Builder and how the workflow works, see Agent Builder for AgentFlow at a glance.

Agent Builder roles

The following roles control access to Agent Builder:

RoleWhat the user can do
ROLE_ADMIN_TENANTGrants admin access to the tenant. Required in combination with ROLE_ADMIN_AGENTS_TENANT to act as an Agent Builder admin.
ROLE_ADMIN_AGENTS_TENANTGrants Agent Builder admin access. Required in combination with ROLE_ADMIN_TENANT to act as an Agent Builder admin.
ROLE_AGENT_AUTHORAllows the user to create agents for the assigned tenant.
ROLE_AGENT_APPROVERAllows the user to approve agents for the assigned tenant.
Important: An admin is a user who holds both ROLE_ADMIN_TENANT and ROLE_ADMIN_AGENTS_TENANT. Only admins can assign Agent Builder roles to other users.

Prerequisites

  • You must hold both ROLE_ADMIN_TENANT and ROLE_ADMIN_AGENTS_TENANT for the tenant where you are assigning roles.
  • The user you are assigning a role to must already exist in the system.

Assign a role to a user

  1. Navigate to Console > User Management
  2. Search for the user you want to assign a role to and select them.
  3. Locate the role assignment area for the user.
  4. Search for and select the role you want to assign:
    • ROLE_AGENT_AUTHOR: to allow the user to create agents
    • ROLE_AGENT_APPROVER: to allow the user to approve agents
  5. Select the tenant for which this role applies.
  6. Save the role assignment.

Result

The user can now create or approve agents — depending on the role assigned — for the selected tenant. If you assigned both ROLE_AGENT_AUTHOR and ROLE_AGENT_APPROVER, the user can perform both actions on that tenant.

You can assign different roles to the same user across different tenants. For example, a user can hold ROLE_AGENT_AUTHOR on one tenant and ROLE_AGENT_APPROVER on another.