Roles & Permissions

This page explains what each user role can do in Arketic AI, so you can give every team member exactly the access they need — and nothing more.

Every person you invite gets one role. The role decides which parts of Arketic they see in the sidebar and what they are allowed to do once they get there.

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The Three Roles

There are three roles you can assign when you invite someone or edit their profile.

Role	Best for	What they can do
Member	Regular employees	Chat with assistants, manage their own tasks and personal documents, and join projects
Executive	Leadership and senior managers	An organization-wide overview: dashboard, analytics, and a read-only org chart — plus everything a Member can do
Admin	Platform managers	Everything — users, departments, assistants, models, knowledge base, workflows, prompts, analytics, and settings

:::info Department managers aren't a separate role "Manager" is not a role you assign here. Any Member who is set as the manager of a department automatically gains extra abilities for that department. You set a manager on the department itself, not on the person's role — see Departments. :::

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What each role can access

The table below shows who can reach each major area of the product.

Feature	Member	Member (department manager)	Executive	Admin
AI Chat	✅	✅	✅	✅
Projects	✅	✅	✅	✅
My Documents	✅	✅	✅	✅
Assistants (browse & use)	✅	✅	✅	✅
Tasks (own)	✅	✅	✅	✅
Tasks (team)	❌	✅	✅	✅
Epics (manage)	❌	✅	✅	✅
Blueprints	❌	✅	✅	✅
Knowledge Base	via assistants	✅	✅	✅
Dashboard	❌	❌	✅	✅
Analytics	❌	❌	✅	✅
Org Chart	❌	❌	✅ (read-only)	✅
Departments & Users	❌	❌	❌	✅
AI Assistants (config)	❌	❌	❌	✅
Models & Providers	❌	❌	❌	✅
Workflows	❌	❌	❌	✅
Prompts	❌	❌	❌	✅

note

Everyone who is signed in — no matter their role — can use AI Chat, browse and use assistants, work in Projects, keep personal files in My Documents, and manage their own tasks. Roles only control the areas beyond this shared workspace.

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Role descriptions

Member

The standard role for most employees. A Member can:

• Chat with the assistants they have access to.
• Manage their own tasks and keep personal files in My Documents.
• Join and work in Projects.
• Browse and use assistants.

A Member reaches knowledge base content through assistants (when an assistant has a knowledge base connected) rather than opening the Knowledge Base area directly.

Member set as a department manager

When a Member is made the manager of a department, they keep everything a Member can do and also gain, for that department:

• Team tasks — see and manage the tasks across their team, not just their own.
• Epics — create, edit, and organize epics.
• Blueprints — build and run repeatable process templates.
• Knowledge Base — open and manage the department's knowledge base directly.
• Incoming service requests — pick up and handle requests routed to their department.

You assign a manager from the department, not from the user's role. See Departments.

Executive

Best for leadership who need visibility without day-to-day administration. An Executive gets:

• The Dashboard and Analytics for an organization-wide view.
• A read-only Org Chart — they can see the structure but can't change departments or users.
• Team tasks, epics, and blueprints.
• The full shared workspace (chat, projects, tasks, documents, assistants).

An Executive does not manage users or departments, configure assistants, set up models and providers, build workflows, or manage prompts. Those stay with Admins.

Admin

Full control of the platform for your organization. An Admin can do everything above, plus:

• Invite, edit, and manage users and their roles.
• Create and organize departments and the org chart.
• Configure AI Assistants and set up Models & Providers.
• Manage the Knowledge Base, Workflows, and Prompt templates.
• View Analytics and reach Help & Support.

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Assigning a role

Only Admins can change a person's role.

1. Go to Organization → Users.
2. Click the user you want to change.
3. Under Role, choose Member, Executive, or Admin.
4. Click Save Changes.

For the full walkthrough — including inviting new people and deactivating accounts — see User Management.

caution

The Admin role grants full access to all data and settings across your organization. Give it only to the people who genuinely need to manage the platform.

tip

Need someone to run a single department without handing them the whole platform? Keep them as a Member and set them as that department's manager instead of making them an Admin.