Platform Administration

Managing Members

Access to PromethistAI is managed on two levels:

  • Account members have a role in the whole account and in every project in it. Manage them in Account → Members.

  • Project members have a role in one project only. Manage them in Project → Members. See Project Members.

The Members pages are visible to Owners only. Only Owners can grant access, send invitations, change roles and remove members.

Granting Access

  1. Go to Account → Members and click Grant Access.

  2. In Who gets access?, enter one or more email addresses. Press Enter or type a comma after each one.

  3. Choose a Role: Owner, Editor or Viewer (default). See Roles & Permissions.

  4. Under How do they get access?, choose one option:

    • Grant directly (the default): access is active immediately and no email is sent. The person just signs in with that email address.

    • Send invitation: the person receives an invitation email and gets access once they accept it.

  5. Click Grant Access, or Send Invitations.

  • If an address is already a member or already has a pending invitation, you see an error naming it. Addresses that weren’t added stay in the dialog so you can fix them and try again.

  • Granting access directly to someone with a pending invitation closes that invitation.
Use Grant directly for colleagues who already know they should sign in. Use Send invitation when the person needs an email to find the platform.

Roles & Permissions

What are Roles for?

Roles control what each member can see and do. Assign them based on what someone actually needs, not more.

  • Owner: for whoever is responsible for the account. They have full control, including billing, members and account settings. Usually one or two people.

  • Editor: for people actively building and maintaining agents: content creators, trainers, IT. They can create projects and create and edit everything inside them, but can’t manage members, billing or account settings.

  • Viewer: for stakeholders who need visibility but shouldn’t touch anything: managers, analysts, clients. Read-only access.

When in doubt, start with Viewer and upgrade if they need more.
What you can do Owner Editor Viewer

See projects, agents, assets and analytics

Yes

Yes

Yes

Create projects (account role)

Yes

Yes

No

Create, edit, clone, archive and delete agents and assets

Yes

Yes

No

Edit Project Settings

Yes

Yes

Read-only

See Identity Providers

Yes

Yes

Yes

Manage members and invitations

Yes

No

No

Billing

Yes

No

No

Account Settings

Yes

No

No

Viewers see editing buttons disabled. If an action isn’t allowed for your role, you see You don’t have permission to do this.

An account role applies to every project in the account. A project role applies to one project. When someone has both, the higher role wins.

Projects secured by your identity provider can also use the Consumer role. Consumers can only talk to agents in client apps and have no Studio access. See Identity-provider roles.

Best Practice: Assign the lowest necessary role to preserve governance and security.

The Members List

Subject

The member’s email address (tag User), or an identity-provider role (tag IdP Role).

Role

Owner, Editor, Viewer, or Consumer.

Created / Last Modified

When access was granted and last changed. Hover for the exact time.

Modified By

Who made the last change.

Actions

Edit Role and Remove, or Leave on your own row.

Use Search members…​ to find someone.

Editing Roles

To change a member’s role:

  1. Go to Account → Members.

  2. Click Edit Role (pencil) on the member’s row, or click the row.

  3. Choose a new Role.

  4. Click Edit to confirm.

Revoking Access

Members can be removed at any time:

  1. Go to Account → Members.

  2. Click Remove on the member’s row.

  3. In Revoke access, click Confirm.

Removing a member also cancels any pending invitation for them.

Leaving an Account

As an Owner, you can leave an account by clicking Leave on your own row and confirming.

An account must keep at least one Owner. If you are the only Owner, you can’t change your own role or leave. Make someone else an Owner first.

Invitations

The Invitations table below the members list shows invitations that haven’t been accepted yet.

User

The invited email address.

Role

The role they will get.

State

Pending (waiting for an answer), Declined (the person declined), or Failed.

Created

When the invitation was sent.

Invited By

Who sent it.

Actions

Revoke Invitation, or Copy Invitation Link to send the link yourself.

To revoke an invitation, click Revoke Invitation and then Confirm in Revoke user invitation.

  • Invitations expire after 7 days.

  • You can’t re-send an invitation. Use Copy Invitation Link and send the link yourself, or revoke the invitation and send a new one.