HATZ AI: Create Custom User Roles for Tenant Admins

Introduction to custom roles for admins

The video introduces its target audience: HATZ AI tenant administrators, explaining that it will cover how to manage user permissions and create custom roles within the admin dashboard.

Navigating to custom roles

The host demonstrates how to access the custom roles section by navigating through 'Tenants' and then clicking on a specific tenant, noting that this feature replaced the old 'Permissions' tab.

Creating a new custom role

The process of initiating a new custom role is shown, including naming the role (e.g., 'Example') and adding an optional description for clarity.

Starting from a default role template

A key feature is highlighted: the ability to start a new custom role by selecting a default role (like 'General User' or 'Chat Only User'), which pre-populates permissions and helps understand existing role capabilities.

Customizing specific permissions

The host illustrates how to modify permissions, such as allowing a 'General User' to 'Share with groups' or 'Manage groups' under the administration section, demonstrating granular control.

Assigning custom roles to users

Two methods for assigning the newly created custom role to users are demonstrated: directly from the custom role interface or via the 'Users' tab by changing a user's role.