communications-mining
latest
false
- Introduction
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields (previously entities)
- Labels (predictions, confidence levels, hierarchy, etc.)
- Models
- Streams
- Model Rating
- Projects
- Precision
- Recall
- Annotated and unannotated messages
- Extraction Fields
- Sources
- Taxonomies
- Training
- True and false positive and negative predictions
- Validation
- Messages
- Access Control and Administration
- Managing your account
- User permissions explained
- Managing projects
- Managing user and group roles
- Maintenance
- Manage sources and datasets
- Understanding the data structure and permissions
- Create or delete a data source in the GUI
- Uploading a CSV file into a source
- Preparing data for .CSV upload
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend dataset settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Model training and maintenance
- Understanding labels, general fields, and metadata
- Label hierarchy and best practices
- Analytics vs. automation use cases
- Turning your objectives into labels
- Overview of the model training process
- Generative Annotation (NEW)
- Dastaset status
- Model training and annotating best practice
- Training with label sentiment analysis enabled
- Understanding data requirements
- Train
- Introduction to Refine
- Precision and recall explained
- Precision and recall
- How does Validation work?
- Understanding and improving model performance
- Why might a label have low average precision?
- Training using Check label and Missed label
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using Rebalance
- When to stop training your model
- Using general fields
- Generative extraction
- Using analytics and monitoring
- Automations and Communications Mining
- Licensing information
- FAQs and more
Communications Mining User Guide
Last updated Mar 4, 2025
Managing user and group roles
Note: You must have either the Service Admin role or the Project Admin role assigned to manage user and group roles.
To manage roles, proceed as follows:
- Once you log into Communications Mining, select the gear icon.
- Select the Manage Access tab in the Administration page.
- Start managing roles in the Service or Project sections, depending on what roles you have.
To view the available roles for a specific scope, either a tenant or a project, proceed as follows:
- Go to the Manage Access tab.
- Select either Service or a specific project.
- Select the Roles tab.
To view the permissions that each role grants, select the eye icon for a specific role. For more details, check Roles and permissions in Communications Mining.
To add a user or Automation Cloud group to a project, you need to assign them a role. For more details on adding users to Automation Cloud groups, check Managing access in the Automation Cloud.
To add users or Automation Cloud groups to a project, proceed as follows:
- Go to the Manage Access tab, and select a project.
- Select Assign role.
- In the Names field, enter the names of the users or groups you want to assign roles to.
- Select a name from the drop-down list, where all available users and groups in the tenant are displayed.
- In the Roles field, select the roles you want to assign from the drop-down list.
- Select Assign to complete the process.
Note:
- The Organization Administrator role - can update role assignments at the service level or in any project for any users in the tenant.
- The Project Administrator role - can update role assignments in any project where they have this role.
- The Service Administrator role - can update role assignments at the service level.
To assign service roles to a user or group, proceed as follows:
- Go to the Manage Access tab, and select a project.
- Select Assign role.
- In the Names field, enter the names of the users or groups you want to assign roles to.
- Select a name from the drop-down list, where all available users and groups in the tenant are displayed.
- In the Roles field, select the roles you want to assign from the drop-down list.
- Select Assign to complete the process.
Note:
- The Organization Administrator role - can update role assignments at the service level or in any project for any users in the tenant.
- The Project Administrator role - can update role assignments in any project where they have this role.
- The Service Administrator role - can update role assignments at the service level.
To edit or remove any existing role assignments, proceed as follows:
- In the Manage Access tab, select Service or a specific project.
- Select the Role Assignments tab tolocate the user or group whose role you want to update or remove.
- Select the ellipsis for the user or group you want to edit or remove.
- Select Edit or
Remove, depending on the case.
- Edit - allows you to add additional roles to the user or group, or remove existing ones.
- Remove - removes the user or group from the project. A warning pop-up appears, which states the action is permanent. Next, select the Delete button in the warning pop-up to confirm the deletion.
