Reference
Roles
What a member, an admin and the owner may do, and the roles you can make yourself.
Each person in a workspace has a role. The role says what the person may see and do. You give roles on the Members page.
Access only adds up. A person's role in the workspace counts in every product, and access to one product adds to it. Nothing takes away what the role gives.
Roles in the workspace
- Owner: Everything, and also the bill and closing the workspace.
- Admin: Everything in every product. Also keys, connected tools and people.
- Member: Sees every product and can ask the agents questions.
- Only chosen products: Sees nothing until you choose products for this person. On the Pro, Team or Enterprise plans.
| What they can do | Member | Admin | Owner |
|---|---|---|---|
| See the product: suggestions, jobs, documents and chat | Yes | Yes | Yes |
| Ask the agents questions | Yes | Yes | Yes |
| Say yes or no to suggestions | — | Yes | Yes |
| Start an agent now | — | Yes | Yes |
| Change the product's settings and its agents | — | Yes | Yes |
| Change the product's own keys and tools | — | Yes | Yes |
| Archive the product | — | Yes | Yes |
| Delete the product | — | Yes | Yes |
| See who is in the workspace | Yes | Yes | Yes |
| Invite people | — | Yes | Yes |
| Change people's access and remove people | — | Yes | Yes |
| See the plan and the bill | Yes | Yes | Yes |
| See the audit log | Yes | Yes | Yes |
| Download the audit log | — | Yes | Yes |
| See the connected tools | Yes | Yes | Yes |
| Connect tools and change shared keys | — | Yes | Yes |
| Link their own Telegram | Yes | Yes | Yes |
| Add a product | — | Yes | Yes |
| Rename the workspace | — | Yes | Yes |
| Pay and change the plan | — | — | Yes |
| Close the workspace | — | — | Yes |
| Add and change roles | — | — | Yes |
Access to one product
On the Pro, Team or Enterprise plans, a person can have access to chosen products only. In each product, they get one of these:
| What they can do | Can see and ask | Can run agents | Can change everything in this product |
|---|---|---|---|
| See the product: suggestions, jobs, documents and chat | Yes | Yes | Yes |
| Ask the agents questions | Yes | Yes | Yes |
| Say yes or no to suggestions | — | Yes | Yes |
| Start an agent now | — | Yes | Yes |
| Change the product's settings and its agents | — | — | Yes |
| Change the product's own keys and tools | — | — | Yes |
| Archive the product | — | — | Yes |
| Delete the product | — | — | Yes |
Roles of your own
On the Team or Enterprise plans, the owner can add roles of your own: up to 20 in a workspace. A role is for one of two places.
In the whole workspace, a role can hold these:
- See the product: suggestions, jobs, documents and chat
- Ask the agents questions
- Say yes or no to suggestions
- Start an agent now
- Change the product's settings and its agents
- Change the product's own keys and tools
- Archive the product
- Delete the product
- See who is in the workspace
- Invite people
- Change people's access and remove people
- See the plan and the bill
- See the audit log
- Download the audit log
- See the connected tools
- Connect tools and change shared keys
- Link their own Telegram
- Add a product
- Rename the workspace
In one product at a time, a role can hold these:
- See the product: suggestions, jobs, documents and chat
- Ask the agents questions
- Say yes or no to suggestions
- Start an agent now
- Change the product's settings and its agents
- Change the product's own keys and tools
- Archive the product
- Delete the product
No role of your own can hold what only the owner can do: pay and change the plan, close the workspace and add and change roles.
To give a person access to some products only, see Give access to some products.