Manage what users can and cannot do by assigning them proper roles.
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Prerequisites: users in Koji
Before using the reports, it is important to understand the general concepts of users in Koji. There are two types of users in Jira environment: Jira customers and internal Jira users. Users can have various roles, depending on the settings set by a Koji admin. There are a few notes to pay attention to:
A person who installed Koji gets the Koji admin role in Kbot.
A Koji admin can access Koji backoffice and can manage other users' roles in Koji.
Koji admin cannot change their own role.
Any new user starts to speak with the Koji in a chat as a Koji customer, as this role is granted to any new user automatically.
A Koji admin can grant customers roles in Configuration > Tenants > Tenant role setup by clicking Set in a corresponding line.
Regardless of a person's status in Jira and absence or presence of the License, each person has at least one role in Koji.
If Koji cannot recognize and authenticate a user, such a user is considered anonymous. In this case a user can accept Koji's offer to authenticate in order to get a role and start communicating.
The authentication procedure for Jira customer and Jira users is slightly different. Learn more about it here: Authentication in Slack and Microsoft Teams.
If a portal supports anonymous access, a user must specify their contact email. After that the user is added to the list of Jira customers with the Customer role. Learn more about anonymous portal access here: https://konverso.atlassian.net/wiki/spaces/KAJSM/pages/2872016917/Authentication+on+Atlassian+customer+portals#Anonymous-access.
Key points
The Tenants role setup report is available to users with the Jira administrator role. Such users can modify other users' roles, but they cannot modify their own role. That means that if a Jira administrator wants to change their role, they need to ask another Jira administrator to do so.
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To narrow the search, select a specific tenant from the Tenants drop-down list, or enter a user’s name in the User filter field. |
Roles
There are 4 3 roles:
Koji admin manages the app's content and settings and adjusts the access configuration.
Koji analyst has access to the app's statistics.
Operator (also known as a live agent) uses Slack or Microsoft Teams to communicate with users directly and help them in tricky situations.
Customer can ask the virtual assistant questions in the portal’s chat. Users who log in to Koji for the first time get this role.
The following screenshot demonstrates the UI for Logan Brown, a Jira administrator:
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