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Roles & Permissions

Every project member has a role that determines what they can do. Roles are assigned when a member is invited and can be changed by project admins.

Available Roles

Role Description
Admin Full control over the project, including settings, members, billing, and all content.
Editor Can create and modify content (chats, to-dos, files) but cannot manage settings or members.
Reader View-only access. Can read chats, view to-dos, and download files, but cannot create or modify anything.

Detailed Permissions

Content

Action Admin Editor Reader
View chats, to-dos, and files ✅ ✅ ✅
Download files ✅ ✅ ✅
Send messages in chats ✅ ✅ ❌
Create chats ✅ ✅ ❌
Create and edit to-dos ✅ ✅ ❌
Change to-do status ✅ ✅ ❌
Drag & drop to-dos ✅ ✅ ❌
Upload files to Knowledge Base ✅ ✅ ❌
Delete chats ✅ ❌ ❌
Delete files ✅ ❌ ❌
Delete to-dos ✅ ✅ ❌

Project Management

Action Admin Editor Reader
Edit project settings (name, icon, description) ✅ ❌ ❌
Manage budget (set limit, reset usage) ✅ ❌ ❌
Add and remove members ✅ ❌ ❌
Change member roles ✅ ❌ ❌
Delete the project ✅ ❌ ❌

Chat-Specific

Action Admin Editor Reader
Edit chat title ✅ ✅ ❌
Export chat as Markdown ✅ ✅ ✅
Branch a chat ✅ ✅ ✅
Search within a chat ✅ ✅ ✅
Create to-do from a chat ✅ ✅ ❌

Choosing the right role

  • Use Admin for project owners and team leads who need full control.
  • Use Editor for active contributors who create content.
  • Use Reader for stakeholders who only need to review work.