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Role-Based Access

Role-Based Access Guide

This guide outlines the permissions and capabilities for different user roles within organizations and projects on Lamatic.ai.

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Permission Tables

1. Organization Level Permissions

PermissionOwnerAdminEditorDeveloperViewer
Update organization nameβœ…βœ…βŒβŒβŒ
Invite new usersβœ…βœ…βŒβŒβŒ
Change user rolesβœ…βœ…βŒβŒβŒ
Delete organizationβœ…βŒβŒβŒβŒ
Create Adminβœ…βŒβŒβŒβŒ

Note that to handle billing and organization settings, you need to be an Owner.

2. Project Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create new projectsβœ…βŒβŒβŒ
Update project nameβœ…βŒβŒβŒ
Pause/resume projectβœ…βŒβŒβŒ
Delete projectβœ…βŒβŒβŒ
Create/delete API keysβœ…βœ…βŒβŒ
Secretβœ…βœ…βŒβŒ
Secret Keysβœ…βœ…βŒβŒ
Configure job settingsβœ…βœ…βŒβŒ
Deploy projectβœ…βœ…βŒβŒ

3. Flows and Agents Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create new flowβœ…βœ…βœ…βŒ
Update flowβœ…βœ…βœ…βŒ
Delete flowβœ…βœ…βœ…βŒ
Deploy flowβœ…βœ…βŒβŒ
Test flowsβœ…βœ…βœ…βœ…
View flowsβœ…βœ…βœ…βœ…
Create new agentβœ…βœ…βœ…βŒ
Update agentβœ…βœ…βœ…βŒ
Delete agentβœ…βœ…βœ…βŒ
Deploy agentβœ…βœ…βŒβŒ
Test agentβœ…βœ…βœ…βœ…
View agentβœ…βœ…βœ…βœ…

4. Prompts and Tools Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create promptβœ…βœ…βŒβŒ
Update promptβœ…βœ…βŒβŒ
View promptβœ…βœ…βœ…βœ…
Delete promptβœ…βœ…βŒβŒ
Create toolβœ…βœ…βŒβŒ
Update toolβœ…βœ…βŒβŒ
View toolβœ…βœ…βœ…βœ…
Delete toolβœ…βœ…βŒβŒ

5. Context Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create new databaseβœ…βœ…βŒβŒ
Update database nameβœ…βœ…βŒβŒ
Delete databaseβœ…βœ…βŒβŒ

6. Models and Configuration Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create new credentialβœ…βœ…βŒβŒ
Update credentialβœ…βœ…βŒβŒ
Delete credentialβœ…βœ…βŒβŒ
Create new configurationβœ…βœ…βŒβŒ
Update configurationβœ…βœ…βŒβŒ
Delete configurationβœ…βœ…βŒβŒ
Update default modelsβœ…βœ…βœ…βŒ

7. Integrations Level Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create integrationβœ…βœ…βŒβŒ
Update integration nameβœ…βœ…βŒβŒ
Delete integrationβœ…βœ…βŒβŒ
Update default integrationsβœ…βœ…βŒβŒ

8. Test Suites Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Create test suiteβœ…βœ…βœ…βŒ
Update test suiteβœ…βœ…βœ…βŒ
Delete test suiteβœ…βœ…βœ…βŒ

9. Jobs Permissions

PermissionAdmin/OwnerEditorDeveloperViewer
Sync/pause jobβœ…βœ…βœ…βŒ

Key Points

  1. Role Hierarchy

    • Owner has full system access
    • Admin has organizational management rights
    • Editor can manage content and configurations
    • Developer can create and modify flows
    • Viewer has read-only access
  2. Best Practices

    • Assign minimum necessary permissions
    • Regularly review user roles
    • Document permission changes
    • Audit access periodically
  3. Important Notes

    • Only Owners can delete organizations
    • Editors can't create new projects
    • Developers can create flows but can't deploy them
    • Viewers can test flows but can't modify them

Need help? Contact [email protected] for assistance with roles and permissions.

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