By default, only technicians with the Admin role can view and configure Robin settings in the AI Center. If you want a technician to manage Robin without giving them full Admin access to everything else in Atera, enable the AI center permission on a custom role instead.
Before you begin
Important: Creating or editing a role requires the Access roles permission, which is included in Full admin access.
Grant AI Center access
To enable AI Center access for a non-admin role:
- Go to Admin > Users and security > Access roles.
- Select an existing role, or click New role to create one.
- On the Permissions tab, select the System category.
- Select the AI center checkbox.
- Under Role members, select the technicians from Assign to this role, then click Assign.
- Click Save.
Technicians assigned to this role can now view and configure Robin settings in the AI Center, without needing the Admin role.
Note:
- This is a single permission - there's no separate toggle for individual AI Center areas (Analyze, Optimize, Integrations, Setup, or Settings). Enabling AI center grants access to the AI Center section as a whole.
- The AI center permission doesn't include other admin settings that affect Robin, such as Ticket Automation Rules. If an automation rule interferes with Robin, for example by assigning new tickets to a technician group, a technician with Full admin access needs to change it.
