Roles and Permissions in SoundHound AI Smart Answering

Overview
SoundHound AI Smart Answering provides role-based permissions to manage who can access various features and data. Users can also be assigned to multiple organizations or assistants, ensuring they have the exact level of access they need—no more, no less.

Role Descriptions

1. Owner

   • Access Level: Full control over all settings, including billing.
   • Intended For: Primary account holders or executive sponsors who oversee the entire setup.

2. Admin

   • Access Level: Full control over settings and configuration except billing.
   • Intended For: Technical or operational leaders who manage the day-to-day administration but are not responsible for payments.

3. Editor

   • Access Level: Location-specific permissions to edit the knowledge base and view call history/dashboard.
   • Intended For: Content managers or support staff who need to update FAQ entries, scripts, and see performance metrics without full admin privileges.

4. Viewer

   • Access Level: Location-specific view-only access to the call history, knowledge base, and dashboard.
   • Intended For: Stakeholders or team members who need insight into the assistant’s performance and content but do not require editing capabilities.

Multi-Organization and Multi-Assistant Access

• Assigning Users to Multiple Accounts
  Users can now be granted access to more than one organization or assistant. This is particularly helpful for agencies or corporations managing multiple brands or locations.

• Tailored Permissions
  Within each organization or assistant, users can hold different roles. For example, someone could be an Admin for one location but only a Viewer for another.

• Centralized Management
  Owners and Admins can add or remove user roles across all their organizations and assistants from a single interface in the SoundHound AI Smart Answering dashboard.

Setting Roles and Permissions

1. Navigate to User Management: Sign in as an Owner or Admin and go to the “Users” section in your dashboard by clicking the bubble in the top right corner.
2. Invite or Select Existing User: Enter the user’s email address or choose from your user list.
3. Assign Role: Choose from the four roles (Owner, Admin, Editor, Viewer).
4. Choose Locations/Assistant(s): If applicable, assign the user to multiple assistants.
5. Review & Save: Confirm your selections, then click Save to finalize the new permissions.

Best Practices

• Regularly Audit Permissions: Periodically review who has access to which assistants or organizations. Remove or reduce privileges when they’re no longer needed.
• Grant Least Privilege: Assign the lowest level of necessary access to ensure security and prevent unauthorized changes.
• Use Location-Specific Roles Strategically: For multi-location businesses, leverage Editor and Viewer roles to involve regional teams without risking global configuration changes.