Roles & Permissions

Workspace roles and what each one can do.

Every workspace member has one of three roles.

Role comparison

Permission	Admin	Member	Viewer
Chat with agents	Yes	Yes	Yes
View activity and reports	Yes	Yes	Yes
Create and edit agents	Yes	Yes	No
Upload documents	Yes	Yes	No
Run recipes	Yes	Yes	No
Install marketplace items	Yes	Yes	No
Connect tools	Yes	No	No
Manage team members	Yes	No	No
Access Settings	Yes	No	No
Access Analytics (Admin tab)	Yes	No	No
Manage credentials	Yes	No	No
View audit logs	Yes	No	No

Changing roles

1. Go to Team Management

2. Find the member in the list

3. Click the role dropdown

4. Select the new role

5. Confirm

A workspace must have at least one admin. You cannot demote the last remaining admin.

Admin-only features

These pages and tabs are only visible to admins:

• Team Management — the entire page

• Settings — system configuration, credentials, audit logs

• Context Engineering — RAG system tuning

• Analytics → Admin — system-level metrics