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Roles and permissions

In the Kapa platform, permissions are managed through both role-based access control for team management and fine-grained permission settings for project access.

By default, new users are added with minimal permissions. New users are added with the Member role, and does not have access to view any project.

User roles

User roles define what team members can access and manage within your Kapa environment. Each role has specific permissions that control access to the platform, projects, and administrative functions.

  • Owner: Has full administrative access to manage all projects, team memberships, permissions, and integrations.

  • Member: Can access and manage specific projects on the Kapa platform based on assigned project permissions. Members cannot modify team composition or manage permissions.

  • User: Can interact with the Internal Assistant to chat with specific projects they have access to. Users cannot access the Kapa platform directly.

Permissions

The following tables outline the permissions available to each role:

Project permissions

Project permissions are applied on a per-project basis. This means Members and Users can have different permission sets for different projects.

Project permissionOwnerMemberUser
Use Internal Chat AssistantYes (all projects)Can be given per projectCan be given per project
View projectYes (all projects)Can be given per projectNo
Edit project sourcesYes (all projects)Can be given per projectNo
Manage integrationsYes (all projects)NoNo
Create API keysYes (all projects)NoNo
note

"Can be given per project" means that these permissions can be granted or revoked for specific projects independently. Only Owners can manage these permissions through the team management interface.

Team permissions

Team permissions apply across the entire Kapa platform and are not project-specific.

Team permissionOwnerMemberUser
Manage teamYesNoNo

Managing project permissions

To manage a user's project permissions:

  1. Go to the team page in the Kapa platform
  2. Locate the user in the list
  3. Click the Manage Access button to open the permissions dialog
  4. Configure the project permissions that the user should have
  5. Click Save to apply the changes

You can set different permission levels for each user across different projects based on their role and responsibilities.