Roles & Permission Management
Configure user roles and manage granular permissions for platform features and resources.
Overview
Roles & Permission Management provides comprehensive control over user access and capabilities within the platform. Define custom roles with specific permissions for different user types and organizational needs.
How to Manage Roles
Creating New Roles
- Access Role Management: Navigate to the admin panel and click on 'Add Role' at the bottom of the left sidebar
- Define Role Properties: Set role name and description
- Configure Token Limits: Set default token limits for users assigned to this role
- Assign Permissions: Grant specific permissions across different platform areas
Understanding Permission Types
Permission Categories:
- General: Core platform access and basic functionality
- Models: AI model access and usage permissions
- Tools: Individual tool access and configuration rights
- Data Stores: Vector and graph store access permissions
- Workflows: Workflow execution and management rights
- Workflow Folders: Folder-level permissions with cascading options
Permission Levels:
- Access: View and use the resource
- Modify: Edit and update existing resources
- Delete: Remove resources from the system
- Create: Generate new resources
Setting Token Limits by Role
Custom Limits:
- Open role configuration dialog
- Set "Default Token Limit" for new users assigned to this role
- Choose whether to apply limits to existing users with this role
- Save changes to enforce new limits
Permission Configuration Process
Individual Permissions
Toggle Permissions:
- Navigate to the appropriate permission category
- Find the specific resource or feature
- Toggle individual permission types (access, modify, delete, create)
- Changes apply immediately to all users with this role
Permission Dependencies:
- Access permission is typically required for other permission types
- Some permissions automatically grant related permissions
- Delete permissions often require modify permissions as prerequisites
Bulk Permission Management
Group Operations:
- Use "Toggle All" buttons for permission categories
- Apply permission types across multiple resources simultaneously
- Bulk operations show loading indicators during processing
- Failed operations display error messages with specific details
Cascading Permissions (Workflow Folders)
Hierarchy Management:
- Set permissions at parent folder level
- Choose whether to cascade permissions to child folders
- Override specific child folder permissions as needed
- Monitor permission inheritance through the folder tree