To assign or change a role, see Add and manage team members.
Roles at a glance
- Admin: Full access to every feature, plus organization management, including users and invitations, billing, and integrations. The only role that can change organization settings.
- Editor: Full access to product features, including managing prompts, assets, domains, and Knowledge Bases. No access to organization administration, except viewing integrations.
- Member: The standard role for day-to-day work. Views all analytics, works with Agents, Sheets, Profound Docs, and Skills, and uses Aim, but can’t change the Answer Engine Insights (AEI) configuration or manage Knowledge Bases.
- Viewer - AEI Only: Views AEI data, Shopping, Pages, and Projects, and can view and create Dashboards, and view integrations. No access to Agents, Sheets, or Profound Docs.
- Viewer - AEI + Ask: Everything the Viewer - AEI Only role has, plus Aim for analytics and the ability to create and edit Skills.
- Agent Operator: Runs existing Agents, creates Agents from templates, and works with Sheets, Profound Docs, Prompt Volumes, Skills, and Aim for analytics. Can view Projects, Opportunities, and integrations. Can’t create new Agents from scratch, edit Agents, or manage Sheets, and has no access to AEI data.