Workspace

Roles and permissions

Exactly what each role — Administrator, Developer and User — can do in every area of the workspace.

Roles and permissions

Every member of a workspace has one of the three roles below. This page goes area by area through what each one can see and do. For how to assign a role to a member, see People.

Role	In short
Administrator	Everything: members, teams, connections, devices and settings
Developer	Creates and edits robots, sub-routines, folders, AI agents and devices
User	Views the workspace, its robots and the run history

Workspace

Action	Administrator	Developer	User
See the workspace's details	✅	✅	✅
Mark the workspace as a favourite	✅	✅	✅
Edit the workspace's name and logo	✅	❌	❌

People

Action	Administrator	Developer	User
See the People tab	✅	❌	❌
Invite new members	✅	❌	❌
Resend a pending invitation	✅	❌	❌
Change a member's role	✅	❌	❌
Remove a member	✅	❌	❌

Permission required

Only administrators can reach the People tab.

Teams

Action	Administrator	Developer	User
See the Teams tab	✅	❌	❌
Create, rename and delete teams	✅	❌	❌
Add or remove a team's members	✅	❌	❌
Restrict a folder to specific teams	✅	❌	❌

Permission required

Only administrators can reach the Teams tab.

Files: folders, robots and sub-routines

Action	Administrator	Developer	User
View folders, robots and sub-routines (subject to folder access)	✅	✅	✅
Create folders, robots and sub-routines	✅	✅	❌
Rename or move items	✅	✅	❌
Change a robot's status (Active/Inactive)	✅	✅	❌
Delete folders, robots or sub-routines	✅	✅	❌
Edit a robot's or sub-routine's flow in the Designer	✅	✅	❌

More in Files.

AI Agents

Action	Administrator	Developer	User
View agents	✅	✅	✅
Create, edit and delete agents	✅	✅	❌
Change an agent's status (Active/Inactive)	✅	✅	❌

More in AI Agents.

Devices

Action	Administrator	Developer	User
See the Devices tab and each device's status	✅	✅	✅
Add a new device	✅	✅	❌
Restart a device	✅	✅	❌
Remove a device	✅	✅	❌
Set up a device's WhatsApp instances	✅	✅	❌

More in Devices.

Connections

Action	Administrator	Developer	User
See the Connections tab	✅	❌	❌
Create, edit and delete connections	✅	❌	❌

Permission required

Only administrators can reach the Connections tab.

Workspace settings

Action	Administrator	Developer	User
Reach the Settings tab	✅	❌	❌
Edit the name and logo (General)	✅	❌	❌
Require MFA from every member (Security)	✅	❌	❌
Create, edit and delete API keys	✅	❌	❌

Permission required

Only administrators can reach the workspace's Settings.

Activity

Action	Administrator	Developer	User
See the run overview, statistics and exceptions	✅	✅	✅

Personal profile

Whatever their role in the workspace, every member can edit their own personal details, password and multi-factor authentication (MFA). Those settings live under Profile and do not depend on the role assigned in any workspace.