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Communications Mining User Guide

Last updated Mar 4, 2025

Manage access

This section describes how to manage your projects and user access on existing projects.

Create a new project

You must have the Tenant Admin permission assigned to create a new project.

Note: The Tenant Admin permission also enabled you to create a new project when you Create a new dataset.

Projects can be similar to restricted workspaces. When you create sources and datasets, they are both linked to specific projects. Users must be part of a project and have the correct user permissions to view any of the data linked to it.

Note:

For Automation Cloud users, every tenant has a default project (e.g. DefaultProject) that all users within the tenant can access.
Before you upload data, create datasets, and train models, as a best practice, create a new project with limited access only to the users who need it.
Once data sources are added to a project, these cannot be moved to another project without incurring additional charges.

To create a new project, proceed as follows:

Log into Communications Mining™, and select the gear icon to access the Administration page.
Select the Manage Access tab.

Manage access tab
Select the All projects drop-down menu.
All projects modal
Select the New button in the Manage your projects modal to create a new project.
Fill in the required fields with the dataset details, described as follows:
- Give your project a name - enter a clear, distinguishable name. Once you’ve set the project name, you cannot change it.
- Choose the founding user - select a founding user from the list of users currently in the platform. If you are an admin, you can put yourself as the founding user and add any subsequent users to the platform after. If you select someone else as a founding user, they will need to add you to the project.
- Provide a title and description for the project - optionally, enter a clear, distinguishable title and description for your project.
Select Create project.
You can now proceed to create/add users, data sources, and datasets to it.

Create a new project modal

Creating a new user (for non-Automation Cloud admins)

Note: If you are a Communications Mining administrator (i.e. non-Automation Cloud admin), you must have the Modify users permissions assigned to create a new user in Communications Mining.

Log into Communications Mining, and select the gear icon to access the Administration page.
Go to the Manage Access tab.
Select the All Projects drop-down list, and select the project you want to add the new user to from the dropdown menu.
Select New user to create a new user.
Note: If you are part of multiple projects with different members in them, the Add a user modal is displayed..

Add user modal
Select Create user
Note: If you are part of one or more projects with the same members, the platform skips the Create user step, and displays the Create a new user modal instead.

Create new user modal
Fill in the required fields, which are describes as follows:
- Username - the username of the new user.
- Email - the company email of the new user.
- Send welcome email - the user will receive a welcome email that enables it to finish setting up its new account.
Select Create user.

Adding a user to a project

You must have the Modify users permissions assigned to add a user to a project.

Adding users to a project as an Automation Cloud user

You can also add existing Automation Cloud users, that can be members of other projects, to one of your projects from your tenant.

To add existing users to a project, proceed as follows:

Log into Communications Mining™, and select the gear icon to access the Administration page.
Select the Manage Access tab.
Select the All projects drop-down menu.
Select the project to which you want to add the new user.
Select Add user, which displays a list of users that have access to Communications Mining on your Automation Cloud tenant.
Select from the list the user you want to add to the project.
Note:
- If the user you want to add is not in the drop-down list, they might not be added yet to the tenant that the Communications Mining service is enabled on.
- An Automation Cloud tenant admin (where Communications Mining is enabled) can add users to that specific tenant. Once this is done, an administrator on Communications Mining can then add the users to specific projects.
Add user modal

Adding users to a project as a non-Automation Cloud User

You can also add existing users from other projects that you are also part of to another one of your projects.

Log into Communications Mining™, and select the gear icon to access the Administration page.
Select the Manage Access tab.
Select the All projects drop-down menu.
Select the project to which you want to add the new user.
Select Add user to project, which displays a list of users that have access to Communications Mining on your Automation Cloud tenant.
Note: The list includes only users with whom you share at least one other project.
Use the search bar to locate a user, or directly select the user from the list to add it to the project.

Add a user modal docs image

Updating user roles and permissions

Note: You must have the Tenant Admin or Modify users permissions assigned to update the roles and permissions of a user.

Note:

Automation Cloud organization administrators are automatically granted the CM Tenant Admin role. This role cannot be removed without removing their organization admin role.
The project administrator receives all the roles in a project, and can distribute the roles to all the users. You can only assign to a user the roles and permissions that you already have. You need the administrator of your project to first assign other permissions to you.

Updating a user’s project roles and permissions

Note: The project owner is granted all the roles in a project. Project owners can distribute the roles to all the users.

To edit the project roles of another user, and assign them permissions, proceed as follows:

Log into Communications Mining, and go to the Manage Access tab.
Select a project from the All projects drop-down list.
Select any permission in the Project Permissions column for the user you want to update the permissions.
Select or deselect the roles you want to assign in the Project-specific permissions sidepanel.

Administrator permissions appear shaded in a darker colour, and automatically grant other permissions:

To edit the permissions of another user, proceed as follows:

Log into Communications Mining, and go to the Manage Access tab
Select a project from the All projects drop-down list.
Select any permission in the Project Permissions column for the user you want to update the permissions.
Select or deselect the roles you want to assign in the Project-specific permissions sidepanel.

Edit user permissions modal

Note: If you had the Modify Datasets permission assigned before, or you currently have Dataset Admin assigned, you are automatically granted the new Modify Dashboards permission.

Updating a user's global roles and permissions

To grant tenant administrator permissions to another user, proceed as follows:

Log into Communications Mining, and go to the Manage Access tab
Select a project from the All projects drop-down list.
Select CM Tenant Admin in the Global Permissions column.
Select CM Tenant Admin to grant the tenant administrator permission.

Delete or remove a user

Note: You must have the Modify users permissions assigned to delete or remove the roles and permissions of a user.

Note: To permanently delete a user, make sure you have access to all projects as the user, and have the Modify users permission assigned to each project. Otherwise, an error message is displayed when you attempt to delete them.

To remove, or to completely delete, a user from a project, proceed as follows:

Go to the Manage Access tab.
Select the ellipsis for the user you want to remove or delete.
Select Remove from project.
Select Confirm to remove the user, or, for non-Automation Cloud users, to completely delete the user.