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Role-Based Access Control (RBAC)

Overview​

Neo Agent's Role-Based Access Control (RBAC) system provides comprehensive user management and permission controls for your organization. This feature allows administrators to control who has access to different parts of the Neo Agent platform, manage user roles, share specific workflows, and track all user activity through detailed audit logs.

RBAC ensures that team members have appropriate access levels based on their responsibilities while maintaining security and operational oversight across your MSP organization.

User Management​

Dashboard Overview​

The RBAC feature can be found under Dashboard Users section and provides a centralized view of all users in your organization, showing their roles, status, and recent activity. You can quickly see who has access to what and make adjustments as needed. Only users with ADMIN role can view/manage other users.

RBAC Dashboard

User Roles and Permissions​

Neo Agent supports different user roles with varying levels of access:

  • Admin: Full access to all features and user management capabilities
  • User: Regular Users can create any workflow as well as can edit any workflow shared with them.
  • Viewer: Read-only access, can view execution history of any workflow shared with them, but cannot create or edit any workflow.
Dashboard Sections

Users with ADMIN role have access to all dashboard sections. Users with USER/VIEWER role need to be granted access to restriced dashboard sections.

Access Denied Scenarios​

When users don't have the necessary permissions to access the dashboard, they'll encounter an access denied screen that clearly explains the restriction and provides contact information for administrators:

Dashboard Access Denied

This screen ensures users understand why access is restricted and provides a clear path to request access through the listed administrators.

Inviting New Users​

To add new team members to your Neo Agent organization:

  1. Access User Management: Navigate to the Dashboard Users section
  2. Click Invite User: Select "Invite New User" to open the invitation form
  3. Enter User Details: Provide the user's name, email address, and assign their role
  4. Send Invitation: The system automatically sends an email invitation to the new user

Invite New User

Example of Email:​

Invite New User

New users receive an email invitation with instructions to access the Neo Agent dashboard and will appear as "Pending" until they complete the activation process.

Permission Management​

Dashboard Tab Access​

Control which dashboard sections users can access through granular permission settings:

Update Permissions

Available restricted access tabs include:

  • Integrations: Configure PSA, RMM, and other system integrations
  • Analytics: View workflow performance and system analytics
  • Phone Agent: Manage AI Phone Agents settings and call history
  • Companies: Manage client companies and organizations
  • Profile: View and edit user profile information
  • Billing: Manage billing and subscription information
  • Settings: Configure system settings and preferences
  • Feedback: Provide feedback about workflows

Restricted Access Experience​

When users attempt to access a dashboard section they don't have permission for, they'll see a clear access restriction message:

Tab Restricted Access

This screen provides users with information about the restriction and guidance on how to request access from their administrator.

Workflow Sharing​

Share specific workflows with individual users while maintaining control over access:

Share Workflows

Sharing Workflows​

  1. Select User: Choose the team member who needs access
  2. Choose Workflows: Select specific workflows to share from your available list
  3. Grant Access: Confirm the sharing permissions

Shared workflows appear in the user's dashboard alongside any workflows they've created themselves.

Activity Tracking​

Comprehensive Audit Trail​

Neo Agent maintains detailed activity logs for all user actions and administrative changes:

Activity History

Tracked Activities​

The system automatically logs:

  • Workflow Sharing: When workflows are shared or access is revoked
  • Role Changes: Updates to user roles and permissions
  • User Management: User creation, activation, enabling, and disabling
  • Permission Updates: Changes to dashboard tab access
  • Announcement Subscriptions: Email notification preferences

Activity Details​

Each audit entry includes:

  • Timestamp: When the activity occurred
  • User: Who performed the action
  • Activity Type: What type of change was made
  • Details: Specific information about the change

Managing User Status​

User Status Types​

Users can have different statuses within your organization:

  • Active: Full access according to their role and permissions
  • Inactive: Temporarily disabled access while preserving user data
  • Pending: Invited but not yet activated their account

Announcement Notifications​

Email Subscription Management​

Control who receives Neo Agent announcement emails through the RBAC system:

Users can be subscribed or unsubscribed from announcement emails while maintaining their access to dashboard notifications.

Best Practices

Start with minimal permissions and gradually expand access as users become familiar with the platform. This approach maintains security while ensuring smooth onboarding.

Administrative Access Required

RBAC features require administrative privileges. Contact your system administrator if you need to modify user permissions or roles.

The RBAC system provides the foundation for secure, organized access management across your Neo Agent deployment, ensuring each team member has the right tools while maintaining operational security and oversight.