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Roles & Permissions

Roles

RoleDescription
OwnerFull control. Manages billing, can delete the org, assigns all roles.
AdminManages all agents, tools, knowledge bases, flows, and team members. No billing access.
MemberCreates and uses agents. Cannot manage tools, billing, or invite members.
GuestRead-only. Views agents and runs, but cannot make changes.

Role capabilities

ActionOwnerAdminMemberGuest
Create / edit agents
Delete agentsOwn only
Connect tools
Create knowledge bases
Create flows
Invite / remove members
View billing
Create API keys
Delete organization

Inviting a team member

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email and select a role
  4. Click Send Invite

Changing a member’s role

  1. Go to Settings → Team
  2. Click the role dropdown next to their name
  3. Select the new role

Admins cannot promote someone to Owner.


Removing a member

Settings → Team → [member] → Remove from organization

Removed members immediately lose all access to the org.