Roles & Permissions
Roles
| Role | Description |
|---|---|
| Owner | Full control. Manages billing, can delete the org, assigns all roles. |
| Admin | Manages all agents, tools, knowledge bases, flows, and team members. No billing access. |
| Member | Creates and uses agents. Cannot manage tools, billing, or invite members. |
| Guest | Read-only. Views agents and runs, but cannot make changes. |
Role capabilities
| Action | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| Create / edit agents | ✅ | ✅ | ✅ | ❌ |
| Delete agents | ✅ | ✅ | Own only | ❌ |
| Connect tools | ✅ | ✅ | ❌ | ❌ |
| Create knowledge bases | ✅ | ✅ | ✅ | ❌ |
| Create flows | ✅ | ✅ | ✅ | ❌ |
| Invite / remove members | ✅ | ✅ | ❌ | ❌ |
| View billing | ✅ | ❌ | ❌ | ❌ |
| Create API keys | ✅ | ✅ | ❌ | ❌ |
| Delete organization | ✅ | ❌ | ❌ | ❌ |
Inviting a team member
- Go to Settings → Team
- Click Invite Member
- Enter their email and select a role
- Click Send Invite
Changing a member’s role
- Go to Settings → Team
- Click the role dropdown next to their name
- 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.