Intermediate12 min
User Management & Permissions
Learn how to manage team members, set permissions, and control access to your workspace for effective collaboration.
Quick Actions
User Roles & Permissions
Owner
Full access
- Manage all settings
- Add/remove users
- Manage billing
Admin
Extended access
- Manage users
- Manage content
- Reports & analytics
Editor
Content management
- Create & edit content
- Manage assistants
- Access analytics
Viewer
View only
- View content
- Use assistants
- No editing rights
Common Tasks
Adding New Users
Instructions:
- Go to Team Settings
- Click 'Add User'
- Enter email address
- Select role
- Send invitation
Tip:
Users automatically receive an email invitation. They can accept the invite and create their own password.
Managing Permissions
What you can manage:
- • User role
- • Project-specific permissions
- • Access to specific features
- • Data visibility
Important:
Permission changes take effect immediately. Be careful when modifying admin rights.
Removing Users
Process:
- Go to user profile
- Click 'Remove User'
- Confirm action
- Choose data handling
Warning:
Removing a user is irreversible. Preserving data is recommended.
Security Best Practices
Recommended
- • Use least privilege principle
- • Review permissions regularly
- • Enable two-factor authentication
- • Log out from shared devices
Avoid
- • Overly broad permissions
- • Sharing passwords
- • Sharing user accounts
- • Leaving old users active
Team Collaboration Tips
Role Definition
- • Clear responsibilities
- • Hierarchical structure
- • Training and support
Communication
- • Regular meetings
- • Communication channels
- • Documentation
Need more help?
If you have questions about user management or permissions, contact our customer support.