To manage Users and access within your organization, click “Manage Organization” from your user profile or navigate to your organization page.

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Add Users

To add a new User to your organization:
  1. Click “Add User” from the organization page
  2. Enter the User’s email address and select a role
  3. Click “Add” to send an invitation and grant access to the User
  4. The User can now accept the invitation and join your organization

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Assign Roles

All Users are assigned one of the following roles:
  • viewer
  • editor
  • admin
Based on their role, Users can perform the following actions:
Actionviewereditoradmin
View Agents✅✅✅
View Connections✅✅✅
View Dashboards✅✅✅
View Prompt results✅✅✅
Upload Runs✅✅✅
Comment on Prompt results✅✅✅
Override Prompt results✅✅✅
Create API Keys✅✅✅
Create/Modify/Delete Agents❌✅✅
Create/Modify/Delete Agent Data Retention Policies❌✅✅
Create/Modify/Delete Connections❌✅✅
Create/Modify/Delete Dashboards❌✅✅
Create/Modify/Delete Folders❌✅✅
Create/Modify/Delete Prompts❌✅✅
Manage Organization Users❌❌✅
Manage all API Keys❌❌✅
Manage Organization Data Retention Policies❌❌✅
Enterprise customers can assign roles at the agent level. See Fine Grained Access Control for details.