People and roles

Who can join a workspace, and what its owner, admins, members and viewers can do.

Everyone in a workspace has a role: owner, admin, member or viewer. The role decides what they can change, and pods decide what they can see.

Who gets in

Whoever creates a workspace owns it. Anyone can sign up to a new installation, so its first account can be made. After that, sign-up is closed and people arrive by invitation, unless the installation sets SIGNUP_MODE to referral or open.

To invite people, go to Settings → Members and choose Invite people. Type their email addresses, separated by commas, and pick a Role. Each person gets an email with a link to join.

Referral links

On an installation whose SIGNUP_MODE is referral, everyone has a link that lets somebody new make an account. Find yours in Settings → Profile under Invite to Sugabots. Whoever signs up with it sets up a workspace of their own; it doesn't add them to yours.

The link keeps working until you choose Reset link, which replaces it and stops the old one working.

Roles

There are four. Pick one to see what it can do.

Role

Member: Builds agents in the pods they are added to.

  • Chat with botsIn pods they're in; the owner and admins reach every shared pod
  • Create and edit botsIn shared pods; anyone can in their own Personal pod
  • Answer a bot's approval in a chatIn shared pods; anyone can in their own Personal pod
  • Delete botsIn shared pods; anyone can in their own Personal pod
  • Create pods
  • Add and manage connectionsIn shared pods; anyone can in their own Personal pod
  • Create and manage routinesIn shared pods; anyone can in their own Personal pod
  • Answer approvals from routine runsIn shared pods; anyone can in their own Personal pod
  • Connect models and web search
  • See what the workspace's models cost
  • Invite and manage members and viewers
  • Make, unmake and remove admins
  • Transfer ownership

Members and viewers only see the pods they've been added to. The owner and admins can reach every shared pod, but nobody can see into someone else's Personal pod.

Each workspace has exactly one owner: whoever created it. The owner can do everything an admin can, and is the only one who can make someone an admin, stop them being one, or remove them.

Leaving and removing

Open a person in Settings → Members to change their role or remove them. Removing someone takes away their access to the workspace and every pod in it. Their Personal pod and its conversations are deleted, but pods they made stay.

The owner can't be removed or lose their role, and can't leave. To hand the workspace on, the owner opens another person in Settings → Members and makes them the owner. The new owner takes over, and the old one stays on as an admin.