Roles & Permissions

Roles and permissions in ChatNGO determine the level of access and control users have within the workspace. There are three primary roles: Admin, Manager, and Member, each with different permissions. Understanding these roles is important for ensuring the right people have the appropriate level of access in the workspace.

Role Definitions

1. Admin

   • Admins have full control over the workspace settings and members. They can:

     • Change workspace settings such as the name, URL slug, and icon.

     • Manage members (invite, remove, change roles).

     • Configure AI models by adding API keys, enabling/disabling models, and adjusting their settings.

     • Manage folders and permissions.

     • Create and manage custom instructions.

   • Admins have the highest level of access in the workspace and can make changes across all settings.

2. Manager

   • Managers have limited administrative control and focus specifically on managing members. They can:

     • Invite new members, remove members, and change roles for existing members.

     • View workspace settings, but cannot make changes to them.

     • Managers cannot change AI model settings or other workspace configurations outside of user management.

3. Member

   • Members have access to use the workspace and collaborate, but they cannot change any settings. They can:

     • Participate in chats, collaborate on projects, and use AI models provided by the workspace.

     • View shared resources and folders within the workspace.

     • Members cannot manage users or make any changes to workspace settings, AI models, or permissions.

How to Change Roles

Admins can change the roles of any member within the workspace:

1. Go to Workspace Settings > Members.

2. Find the user whose role you would like to change and click on their current role.

3. Select the new role from the dropdown menu (Admin, Manager, or Member).

4. The changes will be applied immediately.