Roles, members and access
Standard roles
- Owner manages organisation-wide settings, members, billing and all organisation content.
- Administrator manages the assigned administration areas.
- Member works with the content and services shared with them.
- Viewer has read-only access to shared content.
Your organisation can use more specific permissions for areas such as knowledge, AI, workflows and integrations.
Invite a member
Open Settings > Members, select Invite member, choose the lowest role that supports the person’s work, then send the invitation. A recipient must accept with the intended work email before access is granted.
Access review
Review members, invitations, service credentials and project access regularly. Remove access when a role, project or partner relationship ends. Restrict sensitive knowledge and connections to the people and agents that need them.