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Roles and permissions

On this page you can learn which roles exist and what each role can do.

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Roles

Picture: the Members tab under Settings, listing each member with their email, role and the date they joined, with the Invitations tab beside it and the Invite member button.

Every member of your Askpilot organization has one of three roles: Owner, Admin or Member. An Owner has every permission. Every other role is assigned its permissions on the Permissions tab, which sets what each role can do in the Askpilot organization, as What each role can do explains.

What each role can do

Picture: the Permissions tab under Settings, with the Owner row fixed to all permissions and the Admin and Member dropdowns listing every area with its actions, and Save.

To set what each role can do in the Askpilot organization, you assign permissions to it. To assign them, click Settings in the left sidebar, then the Permissions tab. The Owner row shows all permissions enabled and cannot be changed. The Admin and Member rows each have a dropdown that lists every area of Askpilot with the actions it grants, as in the table below. Tick the areas the role should have, or click Select all, then click Save. Every member with that role gets the same permissions.

AreaActionsWhat it allows
Settings, Organization infoview, editSee the organization’s logo, name and website, or change them.
Settings, Membersview, edit, inviteSee the members list, change a member’s role and sources or remove them, and invite new members.
Settings, Permissionsview, editSee what each role can do, or change it.
Settings, Billingview, editSee the plan and the credits, or top up, switch on auto-topup and open the billing portal.
Workflows, Company wideview, edit, createSee the shared workflows, change them, or create new shared ones.
Sources, Company wideview, edit, createSee the shared sources, change them, or create new shared ones.
Settings, Public APIview, edit, createSee the API keys and logs, revoke keys, or create new ones.
Workflows and sources with access set to Only meOnly the Askpilot user who created them can see and use them. They are not visible to the other members of the organization, whatever their permissions.