βš’οΈ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.

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