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Members & Roles
Workspaces are shared spaces. You invite people in, and each person gets a role that decides what they can do — from running the whole workspace to simply reading and chatting.
Inviting members
If you're an Owner or Admin, open Workspace settings › Members and choose Invite people. Enter the person's email and pick the role they should start with. They'll get an invitation; once they accept, they appear in your members list and can work in the workspace. Until then, they show in a pending invitations section below the member list.
| Member | Role | Joined |
|---|---|---|
AL | Owner | Jan 5, 2025 |
GH | Admin | Feb 12, 2025 |
AT | Editor | Mar 3, 2025 |
Pending invitations
| Invitee | Status | Expires | Created |
|---|---|---|---|
| katherine@example.com | pending | in 6 days | 2 days ago |
Current members with their role and status, plus anyone with a pending invitation.
You can change someone's role or remove them at any time from the same list. A member only ever has access to this workspace — inviting someone here never touches your other workspaces.
The roles
RAGBot keeps roles deliberately simple. Most people are Editors; a couple of trusted people are Admins; anyone who only needs to read gets Viewer.
- Owner / Admin — full control. Manage members and roles, change settings, and create, edit, or delete any dataset or agent. The Owner is whoever created the workspace; Admins have the same day-to-day powers.
- Editor — the everyday contributor. Upload documents, build datasets and agents, and chat freely. Editors can't manage other people or delete shared resources.
- Viewer — read and chat only. Viewers can explore datasets and agents and ask questions, but can't change anything.
Permissions at a glance
Here's exactly what each role can do. Capabilities add up as you move left — an Admin can do everything an Editor can, and an Editor everything a Viewer can.
Roles
Define what members with each role can do in this workspace.
Built-in roles
Owner
Full control of the workspace
1 member
Admin
Manage members, datasets, and agents
2 members
Editor
Upload, build datasets and agents, and chat
5 members
Viewer
Read and chat only — can't change anything
3 members
Custom roles1 custom role
Analyst
Read-only access to datasets and audit log
3
members
Custom
Built-in roles are locked; custom roles let you grant a precise set of permissions.
Changing a role takes effect immediately
If you downgrade someone to Viewer, they lose edit access right away — including to datasets and agents they created. Promote and demote thoughtfully, and keep at least one Owner or Admin in every workspace.