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 only have access to the View Project permission for each 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 members | Can delete members |
---|---|---|---|
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:
- View project: Users can view the project, including conversations and statistics
- Manage sources: Users can add, remove, or update sources within the project
- Improve answer: Users have the ability to correct an answer using the "improve this answer" feature
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 Edit button to open the permissions dialog
- Update the permission settings using the toggle switches
- Click Save to apply the changes
You can set different permission levels for each user across different projects based on their role and responsibilities.