Skip to content
ajan.io

Docs menu

On this page

Permission Recommendations

Configure role-based permissions for Members, Editors, and Admins in your ajan workspace.

Available Permissions

Permissions are organized by feature area. Custom roles and extra permissions use the same list. Admins can customize these in Roles settings.

To create and assign roles, see Roles and extra permissions. Open Roles in the app.

Agents

PermissionDescriptionDefault
Create agentsCreate new agentsAll roles
Share agents with usersShare agents with individual users and groupsAll roles
Share agents with workspaceShare agents with the entire workspaceAll roles
Share agents with any groupShare agents with groups you're not a member ofAdmin only
Configure agent tracingConfigure Langfuse tracing for agentsEditor, Admin

Workflows

PermissionDescriptionDefault
Create workflowsCreate and duplicate workflowsAll roles
Share workflowsShare workflows with individual users and groupsAll roles

Files

PermissionDescriptionDefault
Upload documentsUse documents in chats, agents, projects and foldersAll roles
Share folders and knowledge bases with workspaceShare Library folders and knowledge bases with the entire workspaceAll roles
Attach integration foldersSynchronize folders from integrations with agents and projectsAll roles

Groups

PermissionDescriptionDefault
Create groupsCreate a group and invite membersAll roles
Create public groupsCreate groups that anyone in the workspace can joinAll roles

Skills

PermissionDescriptionDefault
Create skillsCreate new skills and upload new file templatesAll roles
Share skillsShare skills with individual users and groupsAll roles
Share skills with workspaceShare skills with the entire workspaceAdmin only

File Templates

PermissionDescriptionDefault
Share templatesShare templates with individual users and groupsAll roles
Share templates with workspaceShare templates with the entire workspaceAdmin only

Integrations

PermissionDescriptionDefault
Create integrationsCreate custom integrations and share them with users or groupsEditor, Admin
Share OAuth connectionsShare OAuth 2.0 connections as pre-selected for actionsEditor, Admin

Projects

PermissionDescriptionDefault
Share projectsShare projects with individual users and groupsAll roles

Prompt Library

PermissionDescriptionDefault
Share promptsShare prompts with everyone in the workspaceAll roles

Governance

PermissionDescriptionDefault
View governanceOpen Governance without becoming a workspace admin. Creating and editing compliance rules stays with workspace admins.Admin (when Governance is on)

When Governance is on, every workspace admin has this access. Grant it to others as an extra permission or custom role on Members or Roles. See Roles and extra permissions and Governance.

For most organizations, we recommend:

  1. Keep defaults for Members - Allow creating agents, uploading documents, and syncing folders so everyone can build use cases
  2. Use Editors as moderators - Editors help keep the workspace organized by managing shared content and public groups
  3. Restrict workspace-wide sharing initially - Start with Editor/Admin only for workspace-wide sharing, then expand as needed

You can also configure extra settings: