User Roles
Sorcia has three built-in roles with different permission levels.Owner
Full administrative control Permissions:- ✓ Manage billing and subscription
- ✓ Delete organization
- ✓ Assign/remove any role
- ✓ All Admin permissions
- 1-3 owners per organization recommended
Admin
Team and integration management Permissions:- ✓ Add/remove integrations
- ✓ Invite/remove members
- ✓ Configure organization settings
- ✓ View analytics dashboard
- ✓ All Member permissions
- ✗ Manage billing
- ✗ Delete organization
- ✗ Remove owners
Member
Standard user access Permissions:- ✓ Ask questions via web/Slack
- ✓ View query history (own)
- ✓ Access permitted documents
- ✓ Provide answer feedback
- ✗ Manage team
- ✗ Configure integrations
- ✗ View organization analytics
Permission Matrix
| Action | Owner | Admin | Member |
|---|---|---|---|
| Ask questions | ✓ | ✓ | ✓ |
| View own history | ✓ | ✓ | ✓ |
| Invite members | ✓ | ✓ | ✗ |
| Remove members | ✓ | ✓ | ✗ |
| Add integrations | ✓ | ✓ | ✗ |
| View analytics | ✓ | ✓ | ✗ |
| Manage billing | ✓ | ✗ | ✗ |
| Delete organization | ✓ | ✗ | ✗ |
Changing Roles
Promote User
Demote User
Same process, select lower role level.Custom Permissions
For granular control beyond roles, use Permission Groups.Best Practices
Minimize Owners
Minimize Owners
Keep 1-3 owners for security
Use Admin for Managers
Use Admin for Managers
Team leads and managers should be Admins
Default to Member
Default to Member
Most users should be Members
Review Quarterly
Review Quarterly
Audit roles every 3 months
Next Steps
Permission Groups
Create custom permission groups