Manage Your Organization

User roles

Roles let you control who can access what within your organization.

Viewer

The Viewer role has read-only access, allowing them to view system data without making changes.

• Can read and list agents, collections, documents, and organization members.

• Cannot create, update, or delete any resources.

• Cannot run agents or refresh collections.

User

The User role is designed for standard members who interact with agents and documents but have limited management access.

• Can read and list agents, collections, documents, and organization members.

• Can update agents, collections

• Can run agents and refresh collections.

Admin

The Admin has high-level management access but cannot delete the organization or manage billing.

• Full Create, Read, Update, Delete access to agents, collections, documents, and organization members.

• Can invite new members.

• Can run agents and refresh collections.

• Cannot delete the organization.

Owner

The Owner has full control over the system, including organization-wide management, user access, and billing. This role can perform all actions without restrictions.

• Full Create, Read, Update, Delete access to agents, collections, documents, data, and organization members.

• Can delete the organization.

• Can invite new members.

• Has access to billing management.

• Can run agents and refresh collections.