Role-Based Access Control (RBAC)

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.

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User Management

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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.

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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

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

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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

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Example of Email:

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.

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Permission Management

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Dashboard Tab Access

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

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

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Workflow Sharing

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

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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.

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Activity Tracking

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Comprehensive Audit Trail

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

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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

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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

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Managing User Status

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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

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Announcement Notifications

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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.

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Best Practices

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Access Patterns

• Principle of least privilege for production changes
• Separate roles for workflow authors vs operators
• Read-only access for auditors
• Use group-based permissions for larger teams to simplify onboarding

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Common Pitfalls

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.