Assign custom agents roles to users
Learn how to assign custom agents roles to users in the Reltio Console so they can create or approve agents within a tenant.
Custom agents 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 custom agents and how the workflow works, see Custom agents at a glance.
Custom agents roles
The following roles control access to custom agents:
| Role | What the user can do |
|---|---|
ROLE_ADMIN_TENANT | Grants admin access to the tenant. Required in combination with ROLE_ADMIN_AGENTS to act as an custom agents admin. |
ROLE_ADMIN_AGENTS | Grants custom agents admin access. Required in combination with ROLE_ADMIN_TENANT to act as an custom agents admin. |
ROLE_AGENT_AUTHOR | Allows the user to create agents for the assigned tenant. |
ROLE_AGENT_APPROVER | Allows the user to approve agents for the assigned tenant. |
ROLE_ADMIN_TENANT and ROLE_ADMIN_AGENTS. Only admins can assign custom agents roles to other users.Prerequisites
- You must hold both
ROLE_ADMIN_TENANTandROLE_ADMIN_AGENTSfor 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
- Navigate to
- Search for the user you want to assign a role to and select them.
- Locate the role assignment area for the user.
- Search for and select the role you want to assign:
ROLE_AGENT_AUTHOR: to allow the user to create agentsROLE_AGENT_APPROVER: to allow the user to approve agents
- Select the tenant for which this role applies.
- 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.