The below is the default permissions for two standard user roles: Business Users and Power Users. We also offer custom permission options, which we would work with our customers to implement as needed.
AI Q&A
✔︎
Request Creation and Updates
Document Drill-Down
View Organization Documents
Delete Organization Documents
✘
Upload Organization Documents
Setup Document Level Permissions
AI Summarization
Prompt Library
Agentic Mode in Chat
Setup AI Response Rules
Customizing Greeting Message
Audit Logs
Work Management Platform
Setup Custom Intake Forms
Managing Boards
Requests CSV Exports
Setup Custom Fields
Setup Internal Targets
Automatic Reassignment
Approval Workflows
Agentic workflows
Contract Templates
Analytics
Last updated 1 month ago