GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
What's new in SearchAssist
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Cloud Connector
Confluence Server Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
DotCMS Connector
RACL
Virtual Assistants
Managing Indices
Introduction
Index Fields
Traits
Workbench
Introduction to Workbench
Field Mapping
Entity Extraction
Traits Extraction
Keyword Extraction
Exclude Document
Semantic Meaning
Snippet Extraction
Custom LLM Prompts
Index Settings
Index Languages
Managing Chunks
Chunk Browser
Managing Relevance
Introduction
Weights
Highlighting
Presentable
Synonyms
Stop Words
Search Relevance
Spell Correction
Prefix Search
Custom Configurations
Personalizing Results
Introduction
Answer Snippets
Introduction
Extractive Model
Generative Model
Enabling Both Models
Simulation and Testing
Debugging
Best Practices and Points to Remember
Troubleshooting Answers
Answer Snippets Support Across Content Sources
Result Ranking
Facets
Business Rules
Introduction
Contextual Rules
NLP Rules
Engagement
Small Talk
Bot Actions
Designing Search Experience
Introduction
Search Interface
Result Templates
Testing
Preview and Test
Debug Tool
Running Experiments
Introduction
Experiments
Analyzing Search Performance
Overview
Dashboard
User Engagement
Search Insights
Result Insights
Answer Insights

ADMINISTRATION
General Settings
Credentials
Channels
Team
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Custom Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices
Smart Hibernation

SearchAssist APIs
API Introduction
API List

SearchAssist SDK

HOW TOs
Use Custom Fields to Filter Search Results and Answers
Add Custom Metadata to Ingested Content
Write Painless Scripts
Configure Business Rules for Generative Answers

Team

SearchAssist enables your team to work closely together throughout the app creation and launch process. You can invite other team members to work on the app. 

To collaboratively work on a SearchAssist app during the building process, use the Team option. Send an email invitation to each team member to provide access to SearchAssist. Assign a specific role to each team member and allow them to begin working on the app.

User Roles

SearchAssist supports the following three roles for the users:

  1. Owner: The user who creates the app is the owner of the app by default. 
    • There can only be one owner of an app. 
    • The owner of the app can not be changed or deleted.
    • The owner has full access to the application.
  2. Member: A user can be added as a member to an application. A Member has the following permissions:
    • Member will have full access to the application.
    • Member role can be updated.
    • A user with Member role can be deleted from the app.
    • A user with member role can not update the role for another user.
  3. App Developer: A user added as an app developer to an application has the following permissions:
    • App Developers have complete access to the application apart from the following: 
      1. App developers can view the connection configurations and filter configurations as part of connectors but can not edit them. The credentials, if any, are masked. 
      2. As part of Integrations, app developers can view the integration configuration but can not edit it. The integration’s credentials are masked for them. However, they can still choose from the available integrations on the Answer Snippets page. 
      3. App Developers cannot add or update team members to the application. 
    • App Developer role can be updated.
    • A user with App Developer role can be deleted from the app.

Adding a new user to the app

Go to the Team page under the Manage tab. This page lists the application’s existing team members. 

Click the +Add Members button.

Provide the email address and the role of the user and click Add to send an invite to the user. You can also use the +Add User option to invite multiple team members simultaneously.

SearchAssist sends an email invitation to the newly added team members. The team members can use the link in the email to accept the invite and work on the application.

Editing User Role 

Editing a user allows you to update the role assigned to the user. Click the edit icon next to the user’s name and make appropriate changes. 

Deleting User

To delete a user from the team, click the delete icon next to the user’s name.

Team

SearchAssist enables your team to work closely together throughout the app creation and launch process. You can invite other team members to work on the app. 

To collaboratively work on a SearchAssist app during the building process, use the Team option. Send an email invitation to each team member to provide access to SearchAssist. Assign a specific role to each team member and allow them to begin working on the app.

User Roles

SearchAssist supports the following three roles for the users:

  1. Owner: The user who creates the app is the owner of the app by default. 
    • There can only be one owner of an app. 
    • The owner of the app can not be changed or deleted.
    • The owner has full access to the application.
  2. Member: A user can be added as a member to an application. A Member has the following permissions:
    • Member will have full access to the application.
    • Member role can be updated.
    • A user with Member role can be deleted from the app.
    • A user with member role can not update the role for another user.
  3. App Developer: A user added as an app developer to an application has the following permissions:
    • App Developers have complete access to the application apart from the following: 
      1. App developers can view the connection configurations and filter configurations as part of connectors but can not edit them. The credentials, if any, are masked. 
      2. As part of Integrations, app developers can view the integration configuration but can not edit it. The integration’s credentials are masked for them. However, they can still choose from the available integrations on the Answer Snippets page. 
      3. App Developers cannot add or update team members to the application. 
    • App Developer role can be updated.
    • A user with App Developer role can be deleted from the app.

Adding a new user to the app

Go to the Team page under the Manage tab. This page lists the application’s existing team members. 

Click the +Add Members button.

Provide the email address and the role of the user and click Add to send an invite to the user. You can also use the +Add User option to invite multiple team members simultaneously.

SearchAssist sends an email invitation to the newly added team members. The team members can use the link in the email to accept the invite and work on the application.

Editing User Role 

Editing a user allows you to update the role assigned to the user. Click the edit icon next to the user’s name and make appropriate changes. 

Deleting User

To delete a user from the team, click the delete icon next to the user’s name.