User Management Overview

Pre-built Roles

Managing users in Y Meadows is easy and efficient. Users are added by the account administrator and assigned a role. Roles are made up of a group of permissions which allows Administrators to easily assign permissions to users without having to customize each one.

As Y Meadows expands the role system, new roles will be added along with the capability to create custom roles with custom permissions.

The Administrator

The Administrator role has access to most of the features in Y Meadows. The Administrator can manage account features such as billing and analytics. This role is used for setting up essential functions in the application such as building Journeys, adding Steps, configuring connections and training models.

Role Permissions:

Page	Access
Analytics	Read/Write
Components	Read/Write
Journeys	Read/Write
Labeling	Read/Write
Reviews	Read/Write
User Management (Super Admin only)	Read/Write

The Agent

The Agent Role in Y Meadows is built for users who handle customer messages. Agents primarily live in Reviews, where they actively participate in Journeys as the "human in the loop" and approve or redirect messages based on the insights garnered from AI.

Agents can also leverage their understanding of customers to help label messages for training or improving a model.

Role Permissions:

Home	Access
Reviews	Read/Write

Navigating to the User Management portal

To manage users in Y Meadows, simply navigate to the bottom left corner of the menu navigation and click on the "Settings" option.

Settings can only be accessed by users with the Super Administrator role granted to the account holder by Y Meadows. If you are missing this permission, please reach out to support.

The settings toggle opens the user management portal

In the User Management portal, Admins can add and remove users, manage roles, adjust passwords, and set additional account settings.