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What can a Manager do in a project?

Explains the permissions and capabilities available to Managers inside a project.

Eyal Leeder avatar
Written by Eyal Leeder
Updated over 2 weeks ago

Short answer


Managers have full control of a project. They can manage files, the Semantic Map, emails, public interfaces, and all user access.

Full explanation


Managers have the highest level of permissions within a project. Their abilities cover every part of the project, including content management, email workflows, Semantic Map updates, public interface control, and user access. These permissions only apply to the specific project where the user is assigned as a Manager.

Managers can work across all feature areas in the following ways:

  1. Chat and Conversations
    Managers can ask questions to AI, view their chat history, delete their own conversations, download conversations if the project settings allow it, and share conversations publicly.

  2. Files and Documents
    Managers have full file control. They can upload files, edit metadata, move files, create folders, and download files. Only Managers can delete files and folders, which gives them complete management authority over project content.

  3. Semantic Map
    Managers can create, edit, and delete Semantic Map terms. They can add terms to clusters and bulk import terms from Excel. This gives Managers complete editorial control of the project’s knowledge structure.

  4. Email Management
    Managers can approve emails for ingestion, deny emails, delete emails, and perform bulk actions. They can manage sender lists by adding senders to whitelists or blacklists, updating their status, and deleting senders entirely. Managers oversee the entire email management workflow.

  5. Public Interfaces
    Managers can create new public interfaces, edit settings, update interface URLs, enable or disable interfaces, and delete them. They manage the full lifecycle of any chatbot or public surface connected to the project.

  6. Access Management
    Managers can view all user and team assignments in the project. They can add or remove users or teams and assign any project role, including Manager, Contributor, or Viewer. Managers control who can access the project and what they can do inside it.

  7. Project level settings
    Managers may be affected by project level restrictions such as disabled file downloads or disabled conversation exports. If these settings are turned off, the features are unavailable to all project roles. Organization Admins may still bypass these settings if they have override permissions.

  8. Project creation
    Any user can create a project, and the creator becomes a Manager automatically. Managers can then invite others and assign roles.

Tips

  • Assign Manager only to users who need authority over user access and content deletion.

  • Consider having at least two Managers on important projects to prevent workflow delays.

  • Use the Semantic Map import feature to establish project terminology quickly.

Examples

  • A law firm assigns Managers to senior attorneys who manage case access, approve emails from clients, and oversee the Semantic Map for legal terms.

  • A healthcare organization makes department heads Managers so they can control document updates, manage public interfaces for patient communication, and maintain accurate terminology.

  • A real estate company gives Managers full control over property documents and email ingestion workflows so teams can keep listings updated and structured.

  • A technology company assigns Managers to product leads who manage access, handle file organization, and maintain the Semantic Map for product terminology.

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