Roles and what they can do
Five roles, and where the lines are drawn.
- •Viewer — read-only. Sees agents, executions, reports and the approval
- •Member — day-to-day work. Uses chat, runs agents, creates and exports
- •Manager — builds and operates. Creates and deploys agents, manages
- •Admin — everything except ownership transfer and deletion.
- •Owner — everything.
queue; decides nothing and exports nothing.
reports, cancels runs.
connections, and approves high-risk actions.
Two lines worth knowing
Reviewing and authorising are separate. Seeing the approval queue is a viewer permission; deciding on it starts at manager.
An agent cannot lend you authority. It acts on behalf of the person using it, so a viewer talking to an agent that can create customers still cannot create a customer.