Roles overview
Permission matrix
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