Development Agent Roles, Tasks, and Permissions

Roles, tasks, and permissions control what users can see and do. By default, a Development Agent role exists for base functionality of the agent itself. Your solution administrator can create a new role, add additional permissions, and assign the role to staff members so they can work with the agent.

Note: By default, all supervisor users have access to the agent.

Create a role

On the left menu of Raiser's Edge NXT, select Security, then Role management.
Select User management, locate your team member, and select their name.
Select Manage roles.
Under Artificial intelligence roles, select New.
Enter a role name (for example, Development Agent manager) and a description.
Under Virtual employees tasks, select the Use Development Agent task.
(Optional) Adjust permissions by selecting Show permissions and clearing the permissions you want to remove.

Warning: Don't clear the Manage engagements task and Virtual engagements permission.
Select Save.

Assign the role to a user

After onboarding, you can assign agent management permissions to your colleagues by assigning them the Development Agent Manager role.

On the left menu of Raiser's Edge NXT, select Security.
Select User management, locate your team member, and select their name.
Select Manage roles.
In Artificial intelligence, select Development Agent Manager.
Select Save.

To remove access

On the left menu of Raiser's Edge NXT, select Security.
In User management, locate your team member and open their record by selecting their name.
Select Manage roles.
In Artificial intelligence, clear the selection for Development Agent Manager.
Select Save.

Permissions

The following permissions are available under Virtual employees tasks:

Permission area	Use	Manage
Development Agent	View engagements, regenerate content, vote (thumbs up/down), leave feedback, cancel engagements, receive notifications for engagements.	Not applicable
Virtual engagements	Not applicable	Warning: Do not clear. Enables the Development Agent to create and delete engagements, plan daily, and execute tasks.
Escalations	Not applicable	Manage escalations in the Work Center.

Note: The agent follows your organization’s security permissions. Users can only view and interact with data they're authorized to access.