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Role-Based Permissions

In the Kapa platform, permissions are managed through both role-based access control for user management permissions, and fine-grained permission settings for managing project settings. By default new users are added with minimal permissions. A new user will be added as Member of all your projects, and will only have the View Project permission for each.

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 role. These permissions are global for all of your Kapa projects.

RoleCan Manage PermissionsCan Add MembersCan Delete Members
Owner✅✅✅
Member❌✅❌

Project permissions​

Project settings 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 permissions​

Use the team page to manage user roles and permissions. This page lists all users in your Kapa team and their role.

Add a new user​

  1. Go to the team page in the Kapa platform.

  2. Click the Invite button to open the new user dialog.

  3. Enter the email address of the user that you want to add.

  4. Click Send invite to invite the user.

    An email invitation is sent to the specified address. To join the Kapa team, the user must accept the invite by following the link in the email.

Change 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. Select the Edit button to open the permissions dialog.
  4. Update the permission settings using the toggle switches.

Delete a user​

To delete a user from the team:

  1. Go to the team page in the Kapa platform.
  2. Locate the user in the list.
  3. Select the Delete button.