Skip to main content
Every person in an organization is a member, and every member has a role. Roles decide what each person can see and change — from reading content to managing billing and the organization itself. Assigning the right role keeps day-to-day work smooth while keeping account administration in the right hands.

The roles

Full control of the organization: managing members and roles, billing, and the organization itself. There is a single owner, and ownership can be transferred to another member.
An administrative role just below owner. Manages billing and can create, update, and delete day-to-day resources such as tenants, knowledge bases, documents, agents, and chats.
Works with documents and chats without organization-level administration. Developers can inspect knowledge bases and agents, but cannot configure either resource.
Read-only access across the organization.

What each role can do

Read (R), write/create (W), and delete (D) by resource:
ResourceOwnerBilling adminDeveloperViewer
OrganizationR W DRRR
Members & rolesR W DRRR
BillingR WR WRR
EnvironmentsR W DR WRR
TenantsR W DR W DRR
Knowledge basesR W DR W DRR
DocumentsR W DR W DR WR
AgentsR W DR W DRR
ChatsR W DR W DR WR
The Owner always has full access to everything in the organization. Only the Owner can invite or remove members, assign roles, and revoke invitations.

Ownership and membership

1

One owner per organization

Each organization has exactly one owner. To hand over control, transfer ownership to another member from the members screen.
2

The last owner stays

You can’t remove the last owner. Transfer ownership first, and the previous owner can then be reassigned or removed.
3

Members can belong to many organizations

A single person can be a member of more than one organization, holding a different role in each.
Give people who upload documents and work in chats the Developer role. Use Owner or Billing admin for people who need to create or configure knowledge bases and agents, delete working resources, administer the account, or manage billing.

Next steps

Invite your team

Add people by email and assign their role.

Teams overview

How organizations, environments, and tenants fit together.

Core concepts

How knowledge bases, agents, chat, and memory relate.

Tenancy for developers

The API-level view of environments and tenants.