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Manage Permissions

Under Development

This section is under active development. Documentation may not be fully accurate. Please contact us if you have any questions.

This article explains Codeer.ai's permission system and how to set appropriate permissions for team members.

Permission Levels

Codeer.ai provides three permission levels:

Permission Level Description Applicable To
Admin Full control Project leads, team supervisors
Member Use and edit permissions General team members
Viewer View only External collaborators, interns

Capabilities by Permission

Admin

  • ✅ Use Agent and Playground
  • ✅ Edit Agent settings
  • ✅ Manage data connections
  • ✅ Invite and remove members
  • ✅ Change member permissions
  • ✅ Modify workspace settings
  • ✅ Delete workspace

Member

  • ✅ Use Agent and Playground
  • ✅ Edit Agent settings
  • ✅ Manage data connections
  • ❌ Invite and remove members
  • ❌ Change member permissions
  • ❌ Modify workspace settings

Viewer

  • ✅ Use Agent and Playground
  • ❌ Edit any settings
  • ❌ Manage members

Change Permissions

Step 1: Access Member Management

  1. Enter workspace
  2. Click "Settings" → "Members"

Step 2: Select Member

Find the member whose permissions you want to change.

Step 3: Change Permission

Click the member's current permission label and select the new permission level.

Requires Admin Permission

Only admins can change other members' permissions.

Best Practices

Principle of Least Privilege

Give members only the minimum permissions they need:

  • Only need to use Agent? → Viewer
  • Need to edit Agent? → Member
  • Need to manage team? → Admin

Regular Reviews

Recommended to review quarterly:

  • Are there members who no longer need access?
  • Are permission levels still appropriate?
  • Are there new members who need to be invited?

Offboarding Process

When team members leave, remember to:

  1. Immediately remove their access permissions
  2. Check if any API keys need to be revoked
  3. Ensure protection of sensitive data

Common Questions

Can permissions be customized?

Currently, only the three default permission levels are supported. More granular permission settings may be supported in the future.

How to transfer admin permissions?

First set another member as admin, then that member can downgrade your permissions (if needed).

How many admins can a workspace have?

There's no limit. It's recommended to have at least two admins in case one cannot access.