Users & Access Management
Doti provides flexible user roles and access controls to ensure that every team member can use Doti safely and productively, while allowing admins to manage permissions at scale.
Whether you’re managing a small team or deploying across an entire company, Doti makes it easy to configure the right access - with full auditability and admin controls.
User Roles in Doti
Admin
Full access to all portal features. Can create/edit agents, manage users, configure integrations, modify settings
Agent Creator
Can view the full Admin Portal but only edit agents they’ve created themselves
Viewer
Read-only access to the full Admin Portal — no editing rights
Content Reader/Writer
Default Doti user. Can use Slack, Extension, and access the Chat, Agents, and Dots sections in the portal
🧠 You can mix and match roles based on use cases - e.g., a Support Lead might be an Agent Creator, while a team lead may be a Viewer.
User Registration & Access Flow
There are two ways users can join Doti:
1. Admin-Initiated Invite
Admins can proactively add users via the Users page in the Portal:
Click “Invite User”
Set role and optional team or agent scopes
The user will receive a Slack/email invite to activate their access
2. Automated Access Request Flow
When a new user first interacts with Doti - via:
Slack
Chrome Extension
Web Portal
...Doti triggers a self-registration flow:
The user receives a welcome message (via Slack or email)
They click “Request Access”
All Doti admins receive a notification
Admins can approve or reject the user request in the Portal
🚦 No user can gain access until explicitly approved by an admin.
User Access: What Each Role Can See
Admin Dashboard
✅
✅ (read-only)
✅ (read-only)
❌
Agents Page
✅
✅ (create/edit own)
✅ (read-only)
✅ (read-only)
Chat Page
✅
✅
✅
✅
Dots Page
✅
✅
✅
✅
Integrations
✅
✅ (read-only)
✅ (read-only)
❌
Users & Roles
✅
✅ (read-only)
✅ (read-only)
❌
AutoPilots
✅
✅ (read-only)
✅ (read-only)
❌
Settings
✅
✅ (read-only)
✅ (read-only)
❌
Managing Users
You can manage users from the Users tab in the Admin Portal:
View all registered users
Approve or reject pending access requests
Update user roles
Revoke access
See last activity
🔍 You can also filter users by role, department, or status.
Summary
Role Types
Admin, Agent Creator, Viewer, Content Reader/Writer
Access Method
Slack, Chrome Extension, or Portal
Approval Required
Admins must approve all new users
Invite Options
Admin invite or self-request
Management UI
🧩 With fine-grained access control and seamless onboarding, Doti ensures the right people get the right access - securely, and at scale.
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