Project Administration

Collaboration in PromethistAI happens inside projects. Project membership is governed by roles inherited from the account, ensuring consistent permissions across the platform.

Viewing Project Members

Each project has a Members tab that shows the full list of people who can access it, including:

  • Name and email

  • Their account role

  • When their access was last updated

It’s simply a quick way to see “who can see and touch this project.”

To add someone new to the account or change their role, go to Account → Members. See Managing Members for instructions.

Editing Roles

Roles control what members can see and do inside a project:

Owner

Full control, including the ability to manage billing, invite members, and assign roles.

Editor

Can view and edit all core resources (agents, knowledge bases, analytics, multimodal interactions), and create or delete projects.

Viewer

Read-only access to project content and analytics.

To change a role:

  1. Click the vertical ellipsis ⋮ next to a member.

  2. Select Edit Role and choose a new role.

  3. Click Edit to confirm.

Revoking Access

Users can be removed at any time:

  1. Click ⋮ → Revoke access → Confirm

Pending invitations can also be revoked in the same way.

Client Settings

Projects also define how agents appear to end users in the PromethistAI mobile clients (iOS and Android). Administrators can customize branding elements such as logos, colors, and UI themes so that the visual presentation of agents reflects the organization’s identity. This ensures the experience feels consistent with the enterprise brand, even though it is delivered through the PromethistAI application.

SSO and Identities

For enterprises requiring secure distribution, projects can be tied to Single Sign-On (SSO). When SSO is enabled, user identities and entitlements flow directly into the PromethistAI clients. This means that only authorized employees, partners, or customers see the agents they are entitled to access, and access can be managed centrally through the organization’s identity provider.

SSO and identity features are available as part of the enterprise offering and can be enabled by contacting the PromethistAI Sales team.

Relational Agents Listing

The Agents Listing shows all Relational Agents within the Project. From here you can:

  • Edit existing Relational Agents.

  • Archive those no longer active.

  • Create new Relational Agents with + Create (see Agent Creation section for full process).

A Project often contains multiple Relational Agents working toward the same goal. For instance:

  • In a support Project, one Relational Agent may handle FAQs, another processes warranty claims, and another escalates complex cases.

  • In a training Project, one Relational Agent might welcome new employees, another deliver compliance lessons, and another manage leadership development.

The listing provides visibility and control so that all these Relational Agents stay aligned.