Assign Role(s) to an Account

Role assignments are managed centrally in iX Admin (https://admin.ixplatform.ai/). When a user accesses a Customer v2 endpoint, their iX Admin roles are retrieved and translated into application-specific permissions, which control access and UI behavior.

Changing Account Role(s)

In order to make role assignments to accounts for your organization, you need special type of permission - Organization Admin. Once you have such permissions for your organization, follow the steps:

1. Log In to iX Admin (https://admin.ixplatform.ai/) Access your iX Admin account.

2. Search for a User Record Use the search bar to find a user record.

3. Select User Click on your user entry to open the details page.

4. Open Role Management In the left panel, click on "Manage Roles."

5. Update Roles Use the dropdown to add or remove roles as needed.

6. Save Changes Click "Save" in the bottom-right corner to confirm changes.

Roles

Role	Description
Flow Viewer	Role for viewing the existing configurations in the system. View flow list and flow details. View configuration and run history (if available). Cannot create, edit, publish, or delete flows.
Flow Editor	Role for creating and editing the flows and configuring the integrations. Create new flows. Edit flow steps/configurations. Save changes / update drafts. May not be allowed to publish to production without Flow Publisher.
Flow Publisher	Role for configuring channels and publishing the existing flows. Publish flows (or promote from draft to live, depending on your model). Approve and release changes to wider users/environments. Often used to separate “who can edit” from “who can release”.
Report Viewer	Role for viewing the iX Hello Customer v2 specific reporting. View dashboards/reports related to flows/usage/outcomes (based on availability) Export or filter reports (if supported) No ability to change flows or integrations
Integrations Admin	Role for managing integrations. Create/configure/manage/integrations/connectors Update integration settings (tokens, endpoints, permissions). Troubleshoot or validate integration connectivity (as supported).