Roles and Permissions

The Evoya platform has three roles:

• Administrator
• Plus Member
• Basic Member

Administrators and Plus Members are collectively referred to as Power Users.
Power Users can create and manage content, agents, and configurations.
Basic Members are primarily end users who use the features provided by Power Users.

Note on Basic Members

The Basic Member role is not available in every account by default.
It only appears when the User Expansion Package has been activated.

Roles Overview

Administrator

Administrators have all the rights of a Plus Member, plus access to organisation-wide settings and management functions.

Typical tasks of Administrators:

• Invite, manage, and remove members
• Change member roles
• Manage organisation settings
• Manage subscription
• View analytics
• Activate or deactivate AI models for the organisation
• Configure authentication settings
• Create and manage API keys
• Activate or deactivate pre-configured agents from the Library for the organisation

Plus Member

Plus Members are Power Users without administrative rights.
They can use all productive features of the platform and create and manage content for themselves or their team.

Typical tasks of Plus Members:

• Use AI chats to their full extent
• Create, configure, and edit AI agents
• Create and edit tasks
• Create and edit data sources
• Create and edit tools
• Create and edit skills
• Create and edit guidelines
• Create and manage team prompts
• Use and configure email automations

Basic Member

Basic Members are designed for using shared content.
They use the agents and features prepared by Power Users, but have no access to administrative or advanced configuration areas.

Important: The Basic Member role is only available when the User Expansion Package is activated for the account.

Typical capabilities of Basic Members:

• Use AI chats to their full extent
• Use shared agents
• Save personal prompts for their own use

Basic Members cannot create or manage team-wide content or configurations.

Permissions Matrix

Feature / Area	Administrator	Plus Member	Basic Member
Use AI chats	Yes	Yes	Yes
Use shared agents	Yes	Yes	Yes
Save personal prompts	Yes	Yes	Yes
Create and share team prompts	Yes	Yes	No
Create and edit AI agents	Yes	Yes	No
Create and edit tasks	Yes	Yes	No
Create and edit data sources	Yes	Yes	No
Create and edit tools	Yes	Yes	No
Create and edit skills	Yes	Yes	No
Create and edit guidelines	Yes	Yes	No
Manage email automations	Yes	Yes	No
View analytics	Yes	No	No
Invite and manage members	Yes	No	No
Change roles	Yes	No	No
Manage organisation settings	Yes	No	No
Manage subscription	Yes	No	No
Activate/deactivate AI models for the organisation	Yes	No	No
Configure authentication	Yes	No	No
Create and manage API keys	Yes	No	No
Activate/deactivate Library content for the organisation	Yes	No	No

Member Management

The member management is part of the administration area and is only available to Administrators.

Administrators can:

• invite new members
• assign or change roles
• remove members