Attribute Based Access

OVERVIEW

Now that we have rolled out Role-Based Access, which allows access to sources and CMS sections to a pre-defined arbitrary set of users, we’ve built on top of that foundation.

Attribute-Based Access enabled access to sources and CMS sections for all users matching a current attribute.

You can give access to all users matching an attribute using Attribute-Based Access. This page will explain what Attribute-Based Access is, how it relates to Role-Based Access, and how to use it.

Figure 1 - View of Attribute Key and Attribute Value controls in Roles Settings

Attributes vs. Roles

Attribute-Based Roles are a special type of Role that is automatically given to the right users. Here is a table explaining the difference between Attributes and Roles.

Activities Performed	Role	Attribute-Based Role
Gives access to a set of sources	Yes	Yes
Gives access to a set of CMS sections	Yes	Yes
Access is the sum of all of the Roles plus Attribute Roles a user has	Yes	Yes
Can be created by Admins	Yes	Yes
Can be assigned to users	Yes	No
Automatically assigned to users of a certain	No	Yes
Group	No	Yes

Creating Attribute-Based Access

Making new Attribute-Based Access is as simple as a journey through Settings. Follow the steps below to create a new Attribute and assign it to your first user.

Step One:

Enter ask.lucy.ai into your browser and login to the system.

Step Two:

Navigate to the “Settings” gear icon and click the button to manage your company’s settings.

Note: If you don’t see the Settings icon, you are not an admin and will need to have your Customer Success Manager or another Admin grant you these privileges.

Figure 2 - Settings gear icon button.

Step Three:

Select the “User Roles” tab to access the controls for managing user Roles.

Figure 3 - The User Roles tab in Settings.

Step Four:

Make sure the Attribute you want to assign access to is configured. You can create a new Attribute or edit an existing one, however Attributes cannot currently be deleted. Use a descriptive name so it’s clear what this Attribute will be used for in the future.

Figure 4 - The Add Attribute pop-up in User Roles Settings.

Step Five:

Confirm the Attribute is assigned to the appropriate users and grant your Attribute source access as needed. Navigate to the Mange Users section in Accounts User settings

Figure 5 - The Manage Users section in Accounts / Users settings.

Step Six:

Navigate to the Manage Users section in Accounts / User settings and click Edit for the user you wish to assign this Attribute to.

Scroll down to User Attributes and assign the Attribute you created to an Attribute Value. Click the Update button to complete the process.

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Figure 6 - The Edit User pop-up window in Users Settings.

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