Role-based 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.
Team management permissions
Team management permissions control what users can do within the team context, such as adding and removing team members, and changing their roles. These permissions are global for all of your Kapa projects.
| Role | Can manage permissions | Can add/remove members | Can edit integrations |
|---|---|---|---|
| Owner | ✅ | ✅ | ✅ |
| Member | ❌ | ❌ | ❌ |
Project permissions
Project permissions are more granular and control access to specific actions within a project, like viewing project details or managing sources.
You can configure the following project permissions on a per-user basis:
- Edit Project Sources: Users can add, remove, or update sources within the project
- View project: Users can view the project on the Kapa platform, including conversations and statistics
- Use Internal Chat Assistant: Use the web-based Internal Assistant chat with the project
Managing project permissions
To manage a user's project permissions:
- Go to the team page in the Kapa platform
- Locate the user in the list
- Click the Manage Access button to open the permissions dialog
- Configure the project permissions that the user should have
- Click Save to apply the changes
You can set different permission levels for each user across different projects based on their role and responsibilities.