Roles & Permissions
Roles decide what each member can do inside an organization. Giving the right role keeps your work safe: builders can build, finance can watch spending, and only trusted people can change members or delete things.
The five roles at a glance
| Role | Think of it as… | Can do |
|---|---|---|
| Owner | The boss of the organization | Everything: manage the org profile, delete the org, invite/remove members, edit roles, assign budget groups, build agents, and view billing. |
| Admin | A trusted manager | Same as Owner except ultimate ownership concerns — manages members, roles, budget groups, and builds agents. |
| Builder | A maker | Create and edit agents, and use agent features they're assigned to. Cannot manage members or billing. |
| Member | A regular user | Use the agent features they're assigned to. Cannot build agents or manage people. |
| Billing | The finance watcher | View the organization's billing and credit. A special, separate role (see below). |
A person can hold more than one role. For example, an Owner often also holds the Billing role.
What each role can do — in detail
| Action | Owner | Admin | Builder | Member | Billing |
|---|---|---|---|---|---|
| Manage organization profile | ✅ | ✅ | — | — | — |
| Delete the organization | ✅ | ✅ | — | — | — |
| Invite / revoke members | ✅ | ✅ | — | — | — |
| Edit member roles | ✅ | ✅ | — | — | — |
| Remove members | ✅ | ✅ | — | — | — |
| Create / edit budget groups | ✅ | ✅ | — | — | — |
| Assign members to a budget group | ✅ | ✅ | — | — | — |
| Create / edit agents | ✅ | ✅ | ✅ | — | — |
| Use agent features (if assigned) | ✅ | ✅ | ✅ | ✅ | — |
| View organization billing / credits | ✅ | — | — | — | ✅ |
"If assigned" means a Builder or Member only sees a specific agent when an Owner/Admin has given them access to it — see Managing Agent Access.
The Billing role is special
Most roles (Owner, Admin, Builder, Member) are assigned to a member directly. Billing is different:
- It is about who watches and manages credit, not who builds.
- It is not changed from the normal "edit roles" screen. Instead it is transferred from the current holder to another member, and the recipient must accept it.
- There is usually one Billing holder at a time.
See Billing & Credits for the full hand-over flow.
Which roles you can assign
The roles you may grant depend on the organization type:
| Organization type | Assignable roles |
|---|---|
| Collective | Owner, Admin, Builder, Member |
| Individual | Builder, Member |
An Admin can assign Builder and Member, but cannot promote someone to Owner.
Choosing the right role — examples
| The person is… | Give them… |
|---|---|
| Your co-founder who should control everything | Owner |
| A team lead who manages people and agents day to day | Admin |
| A developer who builds and edits agents | Builder |
| A support agent who only uses an assigned agent | Member |
| Someone from finance tracking credit spend | Billing |
Where to set roles
Roles are set when you invite someone and can be edited later, both on the organization's Members tab.
Open the Organization page, click your organization, then open the Members tab.
Next step
Put roles into practice: Members & Invitations.