Roles overview
| Role | Description |
|---|---|
| Owner | Workspace creator. Full control including billing, member removal, and deletion. |
| Admin | Manages workspace settings, agents, knowledge bases, and can invite members and update roles. Cannot remove members, delete the workspace, or access billing. |
| Editor | Can create and update agents, knowledge bases, and help desk conversations. Cannot manage workspace settings, members, or integrations. |
| Viewer | Read-only access to all workspace content. |
Permission matrix
| Resource | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Agents | Full | Full | Create, Read, Update | Read |
| Knowledge Base | Full | Full | Create, Read, Delete | Read |
| Help Desk | Full | Full | Full | Read |
| Integrations | Full | Full | Read | Read |
| Members | Full | Invite, Read, Update Role | Read | Read |
| Workspace Settings | Full | Full | Read | Read |
| Domains | Full | Full | Read | Read |
| Secrets (API Keys) | Full | Full | Read | Read |
| Notifications | Full | Full | Read, Update | Read, Update |
| Billing | Full | — | — | — |
| Delete Workspace | Full | — | — | — |
Key differences
- Owner vs Admin — Only the Owner can manage billing, delete the workspace, and remove members or cancel pending invites. Admins can invite members and update roles but cannot remove them.
- Admin vs Editor — Editors can work with agents and knowledge bases but cannot manage members, integrations, workspace settings, or domains.
- Editor vs Viewer — Viewers have read-only access. They can see agents, conversations, and resources but cannot create, edit, or delete anything. Both Editors and Viewers can update their own notification preferences.
Assigning roles
Roles are assigned when inviting a member. To change a member’s role after they’ve joined:- Go to Workspace → Members
- Click Update Role next to the member
- Select the new role and click Update Role