Short answer
Project role permissions define what Managers, Contributors, and Viewers can do within a specific project. Managers have full control, Contributors can create and manage most content, and Viewers have read only access.
Full explanation
Project role permissions determine what actions a user can take within an individual project. These permissions apply only to the project where the user is assigned and do not affect any other projects in the organization.
There are three project roles:
Manager
Managers have complete control over the project. They can manage files, folders, Semantic Map terms, emails, public interfaces, and user access. They can delete items, assign roles, approve email workflows, and update settings. Managers can also bulk import Semantic Map terms from Excel. Their permissions only apply to the specific project where they are assigned.
Contributor
Contributors can create and edit most content. They can upload files, edit file metadata, move files, create folders, create Semantic Map terms, and add terms to clusters. Contributors can approve and deny emails and manage whitelist and blacklist actions. They can edit public interface settings such as persona and prompts. Contributors cannot delete files, folders, or Semantic Map terms and cannot create, toggle, or delete public interfaces. They also cannot manage project access.Viewer
Viewers have read only access. They can view files, browse Semantic Map terms, view public interfaces and analytics, and preview emails. They can use chat, view their own chat history, delete their own conversations, and download content only if the project settings allow it. They cannot upload content, edit anything, manage emails, or change settings.
Project roles affect different feature areas.
Chat and Conversations
All roles can ask questions to AI, view their own chat history, delete their own conversations, download conversations if the project allows it, and share conversations publicly.
Files and Documents
Managers and Contributors can upload files, edit metadata, move files, and create folders. Only Managers can delete files and folders. Viewers can view files and download them if enabled by project settings.Semantic Map
Managers can create, edit, delete, and bulk import Semantic Map terms. Contributors can create new terms and add terms to clusters. Viewers can only view Semantic Map terms and cannot create or edit anything.Email Management
Managers and Contributors can approve, deny, delete, and bulk manage emails. They can manage whitelist and blacklist actions for senders. Viewers can only view and preview emails.Public Interfaces
Managers can create, update, enable or disable, and delete public interfaces. Contributors can edit settings such as persona and prompts. Viewers can view public interfaces and analytics but cannot make changes.Access Management
Only Managers can view user and team assignments, add or remove users or teams, and assign project roles. Contributors and Viewers have no access management abilities.Project level settings
Some features such as file downloads or conversation exports can be disabled at the project level. When disabled, all roles lose access to those features. Organization Admins with override permissions may still access them.Project creation
Any organization member can create a new project. The creator becomes the Manager of that project.
In brief:
Assign Manager to users who need full control of a project.
Assign Contributor to users who regularly create or update files, Semantic Map terms, or emails.
Assign Viewer to users who only need to consume information and use chat.
Examples
A manufacturing company assigns Managers to oversee Semantic Map terms, approve email ingestion, and manage user access, while Contributors upload files and update content.
A real estate brokerage uses Contributors to update property documents and add Semantic Map terms, while Viewers from finance only read documents and preview emails.
A healthcare provider uses Managers to maintain access settings and manage public interface updates, while Contributors handle daily file uploads and email approvals.
A government agency gives citizens Viewer access to public information while internal teams use Manager and Contributor roles to manage documents and Semantic Map updates.