Permissions

System administrators can control access to Assist per group within a workspace using Features permissions. This is helpful when different teams are responsible for different tasks, such as only using indexing or only asking questions. See Feature permissions and Setting workspace permissions for more information.

ARM is not supported for Assist. Assist permissions, indexes, conversations, and metadata mapping cannot be archived, restored, or moved using ARM.

Considerations

By default, users in the System Administrator group have access to all Assist permissions across all workspaces. These permissions cannot be modified. Users in the Workspace Administrator group will not automatically see Assist unless their permissions are configured, as described below, or their permissions were included in the template used for the workspace.
Feature permissions can be included in a template and copied to new workspaces created from that template. It does not retroactively set permissions on existing workspaces.
If Access Management is the only permission selected for a group, Assist will not appear in the workspace. At least one of the other permissions must be enabled for Assist to appear.
Since document security may differ between users, Assist responses to prompts are based on the documents in the index (data source) that the requesting user is permitted to access at the time of the prompt submission. See Understanding Assist responses for more details.

Typical permissions scenarios

Click to see some typical scenarios, along with the appropriate permission settings:

Group	Permitted Capabilities	Index Management Permission	Prompting Permission	Conversation Export Permission	Access Management Permission	Can see Assist?
Group A	Full Assist usage: Index management Edit metadata mapping Prompt generation Conversation management and export	Yes	Yes	Yes*	No	Yes
Group B	Index management (create, rebuild, delete) Edit metadata mapping	Yes	No	No	No	Yes
Group C	Prompt generation Conversation management and export	No	Yes	Yes*	No	Yes
Group D	Only manage permissions for other groups No access to Assist functionality System Admin level	No	No	No	Yes	No

* - Users can only export the conversations they created using Prompting.

Setting permissions

This feature supports feature permission actions. Each action grants access to a specific task within the feature. You can grant groups access to individual actions, allowing them to perform only the tasks they need. To grant access to the entire feature, select all of its actions. Manage feature actions on the Features tab in a group's workspace permissions. For instructions, see Setting workspace permissions. For more information about feature permissions, see Feature permissions.

Workspace level Features tab of Permissions for Assist.

Permissions for Assist include:

Assist will not appear in the group’s workspace if Access Management is the only permission selected for the group. At least one of the other permissions must be enabled for Assist to appear.

Access Management—select to allow group members the ability to assign and manage Assist permissions for other groups in the workspace. If this is the only permission enabled for the group, Assist does not appear for them.
Because this advanced setting affects group permission assignments, System Administrators should enable it only for select groups.
Index Management—select to allow group members to use Index Manager to create, rebuild, and delete indexes and map metadata in the workspace. If this is the only permission enabled for the group, users cannot submit prompts, and they cannot start and manage conversations. For more information on Index Manager, see Management.
Prompting—select to allow group members to submit prompts about documents in the workspace using created indexes and optionally use metadata for results. They can also manage their conversations through the Conversation Manager. For more information on prompting and conversation management, see Prompting and Using Conversation Manager.
Conversation Export—select to allow group members to export their own conversation content to a Word (.docx) file. See Exporting a conversation for more information.