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Here is a table that explains which department gives access to what.

Module

Description

Screenshot

User Management

Gives access to Global menu > User Management > User

The user can create, edit, and delete users.

 

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Data Management

This permission should be used along with Project Management.
The user will be granted access to Prototype, Data, and Insights modules

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Content Curation

This permission should be used along with Project Management.
The user will be granted access to the Prototype and Content modules.

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Settings

Gives access to almost all the settings on the Global menu namely Schemas, Personas, Providers, Email Templates, Organization, Permission settings, Register Application.

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Device Management

Gives access to Global menu > Devices.

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Survey Management

This permission should be used along with Project Management.
The user will be granted access to the Prototype and Survey modules.

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Voice Management

Gives access to Global menu > List Mapping.

 

When used along with Project Management.
The user will be granted access to the Prototype, Intents, lists, Answers, Flow Studio, Simple FAQ, and Taxonomy modules.

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Project Management

This permission setting will give the user access to create, edit, delete, deploy the Experience Designer flows.

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Group Management

With this permission enabled, the user (clinician) can edit Carejourney, Population, Patients, and tasks created by another user (clinician) in Orbita Connect.

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Engage

With this permission, the user can access Engage.

Any redirects to Engage will work.

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Upload

This permission setting will let the user upload to the Experience Manager.

 

Insights

This permission will allow the user to access insights.

 

Engage settings

The personas selected under the Engage column in the Permission settings will have access to Engage application.
An authorized user can access engage application using the suffix engage in the Orbita environment Url. For example, https://yourdomain.orbita.cloud:8443/engage/

For more information on Engage, please refer to Orbita Engage FAQ Hub.

Note

If a user is given access to only Engage, he will not be able to switch back to Experience Manager.

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  1. Click on the vertical ellipses button against the locked user.

  2. Click on activate.

  3. Select OK to confirm activation in the popup window.

Video Content

https://cdn.orbita.cloud/assets/orbita/experiencedesigner/Addusersaddusers.mp4

http://orbita.ai

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