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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

  1. Access Role Management: Navigate to the admin panel and click on 'Add Role' at the bottom of the left sidebar
  2. Define Role Properties: Set role name and description
  3. Configure Token Limits: Set default token limits for users assigned to this role
  4. 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:

  1. Open role configuration dialog
  2. Set "Default Token Limit" for new users assigned to this role
  3. Choose whether to apply limits to existing users with this role
  4. Save changes to enforce new limits

Permission Configuration Process

Individual Permissions

Toggle Permissions:

  1. Navigate to the appropriate permission category
  2. Find the specific resource or feature
  3. Toggle individual permission types (access, modify, delete, create)
  4. 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:

  1. Use "Toggle All" buttons for permission categories
  2. Apply permission types across multiple resources simultaneously
  3. Bulk operations show loading indicators during processing
  4. Failed operations display error messages with specific details

Cascading Permissions (Workflow Folders)

Hierarchy Management:

  1. Set permissions at parent folder level
  2. Choose whether to cascade permissions to child folders
  3. Override specific child folder permissions as needed
  4. Monitor permission inheritance through the folder tree