AI Assist Permissions
AI Assist's permissions can be configured to best suit your needs.
User Permissions
A set of "AI Assist" permissions exist within the user Permissions:
| Permission | Description |
|---|---|
| Allow user to manage AI Assist prompts owned by other users (by Role) * | When enabled, this permission allows the user to only edit prompts owned by other users that share the same role membership. |
| Allow user to manage AI Assist prompts owned by other users * | When enabled, this permission allows the user to edit prompts that are owned by other users, regardless of role membership. |
| Allow user to manage all File Analysis Actions | When enabled, this permission allows the user to create and edit all File Analysis Actions. |
| Allow user to manage File Analysis Actions (by partner membership) | When enabled, this permission allows the user to only edit File Analysis Actions owned by other users that share the same partner membership. |
| Allow user to manage File Analysis Actions (by role membership) | When enabled, this permission allows the user to only edit File Analysis Actions owned by other users that share the same role membership. |
| Allow user to share AI Assist Prompts with other users/roles (by role membership) * | When enabled, this permission allows the user to share existing AI Assist Prompts with users and/or roles that share the same role membership. To share Prompts with users and/or roles that do NOT share the same role membership, the "Share to All Roles/Users - User is not limited to Roles they are in when sharing Workspace Templates, Saved Searches, etc." permission must also be enabled. |
| Allow user to use AI Assist in AutoFill to INSERT a generated answer for each question | When enabled, this permission allows the user to see the following answer option in the AutoFill Configuration panel: "Answer with AI Assist". If this option is selected, AI Assist writes and inserts a custom answer. |
| Allow user to use AI Assist in AutoFill to SHOW a generated answer for each question | When enabled, this permission allows the user to see the following answer option in the AutoFill Configuration panel: "Show top 5 answers from the Library plus an answer written by AI Assist". If this option is selected, the search results will include a custom answer written by AI Assist. |
| Allow user to use AI Assist to query RFP/Instructional files for information | When enabled, this permission includes all RFP and instructional files that exist as context when answering a prompt using AI Assist. |
| Allow user to use AI Assist to revise text * | When enabled, this permission allows the user to revise text in a project answer using AI Assist. |
| Allow user to view AI Assist Tones & Terms | When enabled, this permission allows the administrators to create and test corporate tones and terms for different user roles on the AI Assist Tone & Terms page. |
| Allow user to view AI Assist Usage | When enabled, this permission allows the user to view the AI Assist Token Usage page. This user must have the "View Event Auditing" user permission enabled to see the "Allow user to view AI Assist Usage" permission. |
| Allow users to use AI Assist in Search Mode in Projects |
When enabled, this permission displays the "Use AI Assist to write a custom answer" checkbox, which when selected, allows users to write custom answers to RFP questions when in Search Mode. |
| Allows the user to access and manage the AI Assist connection administration screen | When enabled, this permission allows users to access the AI Assist Connection administration page. |
| Permissions displaying an * are available to Limited Collaborator users. | |
User Permissions for Qvidian for Office & Web
The following Permissions must be enabled in order to use AI Assist with Qvidian for Office and/or Web.
| Permission Name | Description |
|---|---|
| Allow user to log into Qvidian for Microsoft Office | Grants the user the ability to access Qvidian for Microsoft Office. |
| Allow user to load unsliced RFP files to a project | Grants the user the option to interact with RFP documents in projects using Qvidian for Office. |
| Allow user to log into Qvidian for Web | Grants the user the ability to access Qvidian for Web. |
| Allow user to use AI Assist in Qvidian for Office/Web to Show/Insert a generated answer for each question | When enabled, displays the "Use AI Assist to write a custom answer" checkbox on the Qvidian for Office and Web panel. |
Global Settings
The following permissions exist within the Global settings:
| Setting | Description |
|---|---|
| ShowDefaultFileQueryPrompts | Shows Upland Qvidian system default prompts in the File Query features of AI Assist. This setting is "On" by default. |
| ShowDefaultQuestionAnswerRevisionPrompts | Shows Upland Qvidian system default prompts in the Question and Answer Revision features of AI Assist. This setting is "On" by default. |
| ShowDefaultTextRevisionPrompts | Shows Upland Qvidian system default prompts in the Text Revision features of AI Assist. This setting is "On" by default. |
Global Settings for Qvidian for Office & Web
The following Global settings are used for AI Assist with Qvidian for Office & Web.
| Setting | Description |
|---|---|
| WebAddInsFirstPass_MaxResultsPerAIGenerate | Determines the maximum number of single search results that can be used for the AI-generated result. |
| WebAddInsSearch_MaxResultsPerAIGenerate | Determines the maximum number of FirstPass results that can be used for the AI-generated result. |