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Role Based Access Control Guide

Assign roles to your team members with role based access control.

You can also limit access to certain Engines.

Role based access controls are only available within Premium Plans.

There are six different roles:

Role Description
Owner Full control over the account, from Engine creation, to document curation, user management, and billing. An owner receives billing invoices via email.
Admin Everything that an Owner can do, but cannot modify billing plan or payment information and does not receive invoices. An Admin can also manage users.
Dev Configure all aspects of an Engine and its documents.
Editor Manage core features within the dashboard: adjust Relevance Tuning, build Curations, and arrange Synonyms. Can index and alter documents but cannot alter the schema or search settings.
Analyst View documents, test queries, and access analytics.
Finance Manage only billing details, receives billing invoices via email.

Configuring Roles

The user who created the account is the Owner.

You can have multiple Owners. But you must have at least one.

Admins and Owners can manage team members.

Within the sidebar, click on Users.

Role Based Access Control - It starts with the Owner.
The User's page, with one user -- you, the owner.

Next, invite your team members.

You can invite up to 100 users -- separate their emails with a comma, as below.

Role Based Access Control - Add multiple users to the account.
Adding multiple users to the account.

You can then calibrate their access control.

The Owner and Admin roles by default can access all Engines.

The Finance role can only see billing information -- they have no Engine access.

For the Dev, Editor, and Analyst roles, you can choose full or limited Engines access.

If you selected limited, you can then select which Engines the individual can access:

Role Based Access Control - Setting the role for a new team member.
Creating a new user who can only access the secret-project Engine.

Once configured, you will have an organized list of users:

Role Based Access Control - A team member for each role.
One user assigned to each role.

Click Manage to adjust their access, or delete to delete the user.

You now have all the knowledge you need to manage large teams across many projects!

Stuck? Looking for help? Contact support or check out the App Search community forum!