Create a Custom Role
Kai permissions
The role editor includes two Kai permissions:
Use Kai allows a staff member to use Kai when it is enabled for their school.
Manage Kai includes Use Kai and is intended for managing Kai settings.
Manage Kai also controls your school’s external-assistant setting and school-specific
revocation. Each staff member still needs their own consent and current Use Kai access.
See External assistants for availability and data-sharing controls.
These permissions do not enable Kai or grant access to member, billing, report, or other school data by themselves. Kai must also be enabled separately, and every answer remains subject to the staff member’s existing school permissions.
Knowing that an action exists does not give Kai permission to perform it. Action discovery
respects the selected school’s permissions and does not approve changes, charges, messages,
or workflows. External assistants do not receive this native action-discovery capability.

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