Understanding workspaces, roles, and permissions

This article explains what a workspace is in CloudRadial AutomationAI, the three roles a team member can hold, and how roles control what each person can do. It applies to all roles.

• What a Workspace Is
• The Three Roles
• How Roles Gate Actions
• Where Roles Are Managed

What a Workspace Is

Your workspace is your AutomationAI account. It holds your workflows, deployments, runners, runs, extensions, usage, and the team members who can sign in and work with your automations. Everything you do in AutomationAI happens within your workspace.

The Three Roles

Every team member has one of three roles. Roles are listed least to most privileged:

• Member — works with automations within the workspace
• Admin — does everything a Member can, plus manages team members
• Owner — does everything an Admin can, and is the only role that can manage other Owners

How Roles Gate Actions

Your role determines which management actions are available to you:

• Owners and Admins can add, edit, and remove team members, and reset a member's password
• Members do not have access to team management; the Team page tells them to ask an Owner or Admin
• Only Owners can change or manage accounts that hold the Owner role; Admins can manage Members and other Admins but not Owners

These rules are enforced by AutomationAI itself, not just hidden in the interface, so an action you don't have the role for cannot be carried out.

Where Roles Are Managed

Roles are assigned and changed on the team page, which is available to Owners and Admins only. Go to Settings > Team. From there you can select Add member to invite someone and pick their role, or select an existing member to edit their role. An Admin sees the roles Member and Admin when assigning; an Owner can also assign the Owner role.