Account Administration

Each AI Hub customer is a Liferay account, and you manage that account’s users and roles from the AI Hub Account Management page. With the Account Administrator role, you add existing users to the account, invite new users by email, and assign the account roles that determine what each user can do in AI Hub.

After you purchase AI Hub, Liferay provisions your account, as described in Integrating AI Hub with Liferay DXP. The account starts with one user, the person whose email address was entered as the Administration Email when your organization purchased AI Hub. That user receives the AI Hub Agent Manager role. Provisioned users sign in with the Liferay login they use for Customer Portal, so they have no separate AI Hub password.

AI Hub Account Roles

A user’s account roles determine which AI Hub pages they see and which resources they can work with. Assign each user the narrowest role that lets them do their job. AI Hub provides a set of built-in account roles:

RoleCapabilities
AI Hub AdministratorThis is the broadest role. It controls the account’s AI Hub resources, such as agents, chatbots, data sources, and instructions, and can view and update the account’s configurations.
AI Hub Agent AdministratorThis role manages agents, including their permissions.
AI Hub Agent ManagerThis role creates, edits, and deletes agents.
AI Hub Agent ViewerThis role views agents without changing them.

Managing the account’s users requires Liferay DXP’s Account Administrator role, which is separate from these AI Hub roles.

AI Hub hides navigation pages a user’s roles don’t grant. A user with no role sees only the Home page, and any AI Hub agent role reveals Agent Builder. The Account Administrator role reveals the Account Management page. The AI Hub Administrator role grants the broadest access across AI Hub.

The built-in roles and their permissions are still being refined in Beta.

Account roles grant permissions across all agents at once. To restrict what a role grants on an individual agent, use per-agent permissions, described in Agents.

Managing Account Users

Note

A new AI Hub account’s first user has only the AI Hub Agent Manager role. No one in a new account has the Account Administrator role these steps require. Contact Liferay Support to get the role.

You must have the Account Administrator role. Open the account and its user list:

  1. Click Account Management in the AI Hub left navigation.

  2. Click the account you want to manage.

  3. Click Users.

From the user list, you can add existing users, invite new ones, and assign roles.

Adding Users

You can assign users who already exist in AI Hub. From the Users section,

  1. Click New, then Assign Users.

  2. Select one or more users and confirm. They appear in the account’s user list.

Inviting Users by Email

Invite people who aren’t yet AI Hub users to add them to the account. This emails each recipient with a link to a registration form. When the recipient completes the form, AI Hub creates a user for them and adds that user to the account’s user list.

An invitation adds the person to the account, but it doesn’t give them access to AI Hub.

  1. Click New, then Invite Users.

  2. Enter the recipient’s email address and press Enter. Repeat to invite more than one person.

  3. Click Invite.

AI Hub skips any email address that already belongs to a user and doesn’t add that user to the account. It doesn’t report which addresses it skipped. To add those users, follow Adding Users.

Assigning Roles

You can assign the AI Hub account roles described above and Liferay DXP’s Account Administrator role. Grant that role to a user who must manage the account’s users in turn.

  1. In the user list, open the user’s Actions Actions menu and click Assign Roles.

  2. Select the account roles to grant and confirm.

AI Hub updates the user’s access to match their assigned roles.